SAP Cloud for Sales Demo - Collaboration: Product Demo

Learn how SAP Cloud for Sales helps you effectively collaborate with your extended sales team and business network on opportunities and accounts, share the latest winning tips, and get up-to-the-minute information and updates from the people and sources you care about.

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    • SAP Sales OnDemand: Collaboration. With SAP Sales OnDemand, you effectively collaborate with your extended sales team on accounts and opportunities and get up-to-the-minute information and updates from the people and sources you care about. I'm Mike Summers, a salesperson. Let me show you how I use the collaboration features in SAP Sales OnDemand to work with my sales team and obtain relevant information to prepare for an important customer meeting. First, I'm looking for references to use in my meeting. In the feed, I'll post a message. Anyone in the company who is following me or the account will see this post. The feed is a great way to communicate with the extended sales organization and with others who can help me find the information I need. Using the "at" symbol and the autocomplete feature, I can quickly find the account name I want to reference in my message. These features make it quick to drill-down into the account from the feed, or find all of the messages related to this account. After the feed is posted, I can hover over the account name to get a quick view of commonly-used account information. Next, I want to remind my colleague, John Kim, to be prepared to talk about our competitive advantages during tomorrow's meeting with our customer, FutureVision. By using the asterisk symbol, I can direct message John, while the autocomplete feature suggests relevant names to complete his address. Another quick way to reference the account in the feed is to drag and drop the FutureVision account name from my shelf. The shelf provides access to the employee directory and other helpful information, and it stores items that I've flagged for follow-up or starred for quick-reference. Next I'll review some of my other feeds. I see that Phil, a top salesperson, wants to follow me, so I'll approve his request. I could also change the setting to automatically accept all follow requests, and I can opt-in to receive an e-mail summary of my feed updates if I'd rather not be notified in real time. Since I might learn some good tactics from the sales activity with this customer, I'm going to start follow the Kixo account as well. With SAP Sales OnDemand, I can follow feed sources like these so I'm always up to date with the people and information that matter to me most. From this page, I can view all of my feed sources and add new ones. I can also choose to receive automatic updates about specific events. For example, if I'm not interested in updates about address changes for a specific account, I can leave the address change box unchecked. This helps me focus on the updates that I care about, and quickly filter out those that I don't. I see a feed update coming from our back-office system, that a quote was created for one of my accounts. I'm going to flag this notification so I can quickly find this quote later when I need it. I can also star this as my favorite, or add a tag to categorize it. Here, I see a notification about a change in the sales stage for an opportunity I'm supporting; this change is automatically posted to me in SAP Sales OnDemand. Other relevant information is also pushed to me automatically so I don't have to spend time looking for it. I now see an update from my sales manager, Diane Williams, who has commented on my earlier post about industry references. As you've seen, with SAP Sales OnDemand, you can effectively collaborate with your extended sales team on accounts and opportunities and get up-to-the-minute informati
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