Published on September 18, 2019 – Damian Rutkowski, Senior SAP CRM Consultant at Westernacher
Opportunity Management is a part of Customer Relationship Management that enables you to control your sales process. An opportunity is a recognized possibility for an enterprise for the sale of products or services.
In my example, I will demonstrate how a survey in SAP Sales Cloud can be used to involve Sales Managers in the opportunity process.
The process:
Sales Representative
1
A Sales Representative is working on an opportunity where, from his point of view, support from Sales Management is required.
2
While in the opportunity, he fills out the mandatory “Qualification Survey”, ticks the “Sales Manager Support Request” checkbox, and saves the object. The “Qualification Survey” contains point-valued questions, which after calculation determine whether this opportunity qualifies for management support. The “Sales Manager Support Request” checkbox has an email workflow configured, where:
IF “checkbox” is checked AND after “save”, an email notification is sent to the manager.
Sales Manager
3
The Sales Manager receives an email notification: “There is an opportunity in SAP Sales Cloud that requires Sales Manager involvement.”
4
She opens SAP Sales Cloud, finds the opportunity and checks the point score of the “Qualification Survey”.
5
If the point score is satisfactory, she assigns herself to “Involved Parties” as a Sales Manager, which indicates that she will be involved in this opportunity.
To get in touch for a more detailed discussion on the topic, please reach out to our Customer Experience Team and we will be happy to help you get started.
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