Sales – Account and Contact Management: Product Demo

Learn how the SAP Customer Relationship Management rapid-deployment solution – account and contact management features – can help you more efficiently support the sales function by maintaining a contact management listing.

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    • In this example, I’m a sales representative. I want to look at the details of the Media Store opportunity, so I click to bring up the briefing card. That shows me all of the account activities, who’s on the sales team, and some of the contacts I’m working with on this deal. I’d like to add a new contact, Michael Becker, to this opportunity. I can add him not only as a contact, but also as a decision maker. In this example, I’m a sales manager. I can see what products are being offered and who the contacts are. And, I see that the decision maker, Michael Becker, is not included in the relationship view. I decide to add a relationship between Michael Becker and some of the other contacts. Since he is the decision maker, I indicate that Michael is the supervisor of John Taylor. By building in relationships between the contacts, I can show their levels of influence. I know that there is a technical expert that has not been assigned to this deal yet. So I add the technical expert, Martin Curtis, to the opportunity. Now Martin will be able to see this opportunity and help the sales team work on closing this deal.
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  • video Sales – Account and Contact Management: Product Demo