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SAP CRM: Sales
Support the entire sales cycle with integrated, on-premise sales CRM tools
Maximise sales insights and improve processes throughout your pipeline – with the sales capabilities in SAP CRM. These on-premise sales CRM tools cover planning and forecasting, performance and account management, sales analytics, and more.
Because to gain an edge, you need to provide your sales team with real-time insights into customer needs and preferences, purchase history, and product trends and pricing. With the sales capabilities in SAP CRM, you can:
Deliver consistent quotes, orders, contracts, and pricing across all channels using a single CRM and sales platform
Integrate seamlessly with your existing SAP software to improve user adoption, cut costs, and simplify processes
Access real-time, contextual information throughout the sales pipeline — and act faster
Key sales capabilities in SAP CRM:
Sales Planning and Forecasting
Paint a complete picture of estimated revenues and product quantities over time – with reliable, accurate sales planning and forecasting.
Strategic sales planning
Communicate strategic plans company-wide, and translate enterprise-level targets into concrete strategies for marketing, sales, and service.
Flexible modellingSupport complex, fast-changing business models in dynamic market conditions.
Allow several parties to take part in the planning process through an integrated, Web-based portal.
Empower teams with real-time data and analysis, so they can capitalise on past insights and accurately predict the future.
Account planningHelp account managers quantify targets (planned revenue, costs, contribution margins, and more), and measure success with sales tracking.
Account and Contact Management
Capture, monitor, store, and track all critical information about contacts – and gain a single, comprehensive view of all account management activities.
Gain a 360-degree view of all account information, including sales, marketing, service, planning, logistics, and finance.
Capture all key players within an account and leverage these relationships for future opportunities.
Interaction history Gain real-time visibility into all customer activities, leads, opportunities, quotes, orders, contracts, and service requests.
Divide prospects and customers into segments by common characteristics, and accurately target sales and marketing activities.
Data quality tools
Ensure accuracy of sales, account, and contact information to improve overall sales efficiency.
Deliver consistent, personalised customer interactions across all channels.
Easily schedule and manage your key tasks and appointments – for faster sales times and increased productivity.
Groupware and e-mail integration
Synchronise e-mail, contacts, calendar entries, and tasks in Microsoft Outlook and Notes.
Visit planning and activity scheduling
Manage customer visits, account profiles, and activity-driven sales processes.
One-to-one e-mail collaboration
Provide teams with inbound and outbound e-mail capabilities directly in SAP CRM.
Capture, manage, and monitor contact and account information for potential opportunities. Maximise visibility into each prospective sale – and implement selling methodologies based on best practices.
Create detailed plans of important sales figures (particularly for long-running projects), and analyse accumulated planning figures to provide a solid foundation for sales and production planning.
Extend and orchestrate the activities of your sales team to boost collaboration and efficiency.
Identify all participants in a buying decision and determine each person’s degree of influence.
Sales process and selling methodologies
Leverage standardised best practice methodologies to ensure efficient sales processes.
Identify trends that influence won/lost deals. Increase visibility into expected revenues, the opportunity pipeline, progress, and sales conversions.
Quotation and Order Management
Quickly generate customer quotes, place orders for products and services, and view real-time product availability. Closely track each order throughout the order management process.
Pricing management Provide online and offline pricing tailored to each customer based on customer type, product, specific quotes, and contracts.
Deploy consistent product configuration rules, processes, and data across all sales channels to ensure customers have access to the right information.
Make it easier to carry out material requirements planning and available-to-promise checks.
Extended order management
Support the entire sales order lifecycle – from capture, brokering, and tracking to invoicing and financial settlement.
Sales Contract Management
Work collaboratively with customers to develop and revise contracts throughout the sales contract lifecycle.
Develop, verify, revise, and submit customised contracts – from long-term agreements to follow-up sales documents.
Negotiate new contracts, guide customers through product selection, create contract inquiries, and send contracts to suppliers.
2-Minute Demo: Sales Contract Management
Take advantage of best-in-class sales analytics – including operational reporting, dashboards, business intelligence (BI), and advanced analytics.
BI-based sales reporting
Get actionable insight into sales effectiveness, pipeline opportunities, and activities – organised for your specific role.
Interactive reportingGive executives, managers, and frontline workers timely, accurate, and actionable customer information via a simplified reporting framework.
Get advanced, real-time sales and BI-based reporting through flexible and interactive dashboards.
Sales Performance Management
Efficiently structure, manage, analyse, and divide your market. Monitor and manage territory and pipeline performance – and optimise compensation plans.
Segment markets into different territories based on various attributes, including geography, sales areas, and product lines.
Monitor time-dependent employee and account assignments, optimise resources, and align territory definitions within your organisation.
Pipeline performance management
Help reps and managers plan quotas and proactively manage pipeline activities to achieve sales targets.
Incentive and commission management
Track sales performance, calculate potential compensation, and implement and manage compensation plans.
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