In this course you will learn about SAP Sales Cloud from a business user’s perspective. This will include sales business processes, including topics such as lead management, opportunity management, quotation management, sales contracts, Add ons and more.
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Overview
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Syllabus
- Aligning SAP Sales Cloud with the CX Portfolio and the Sales Cycle
- Connecting SAP Sales Cloud to the CX Portfolio
- Connecting SAP Sales Cloud to the Sales Cycle
- Aligning SAP Sales Cloud with the CX Portfolio and the Sales Cycle
- Recognizing the Basic Features and Functions of the User Interface
- Determining the Key Areas of the Sales Cloud User Interface
- Identifying Key Capabilities of Account Management
- Recognizing the Basic Features and Functions of the User Interface
- Defining the Functional Capabilities of Lead Management
- Identifying a Lead and its Capabilities​
- Identifying and Creating Leads​
- Defining the Functional Capabilities of Lead Management
- Defining the Characteristics of a Sales Opportunity
- Connecting an opportunity to the sales cycle
- Configuring an Opportunity within a Sales Cycle
- Converting an opportunity into a sales quote and sales order​
- Defining the Characteristics of a Sales Opportunity
- Examining Quotation Management Capabilities to Streamline Sales
- Examining the Quoting Capabilities of Quotation Management
- Creating a Quote and Adding Products to a Quote
- Examining Quotation Management Capabilities to Streamline Sales
- Preparing Sales Contracts​
- Creating Sales Contracts
- Exploring the Sales Document Flow
- Preparing Sales Contracts​
- Determining the Key Stages in the Sales Order Process
- Creating, Recommending, and Upselling Products for a Sales Order
- Determining the Sales Order Process Flow from SAP Sales Cloud to SAP S4HANA
- Determining the Key Stages in the Sales Order Process
- Exploring Activity Management
- Exploring Activity Management
- Creating Activities and Activity Lists
- Exploring Activity Management
- Planning and Recording Site Visits
- Exploring Visit Planning and Execution
- Creating an Activity Plan for Visit Execution
- Planning and Recording Site Visits
- Planning and Forecasting Sales
- Exploring the Sales Planning and Forecasting Tools
- Sales Target Planning Workspace
- Planning and Forecasting Sales
- Exploring Pricing Options
- Determining Different Pricing Options
- Exploring Pricing Options
- Exploring SAP Sales Cloud Add-Ons
- Utilizing Sales Cloud Add-Ons
- Exploring SAP Sales Cloud Add-Ons
- Utilizing Reports and Analytics in SAP Sales Cloud
- Exploring the Dashboard and the Opportunity Analysis Report​
- Utilizing Reports and Analytics in SAP Sales Cloud