SAP Sales Cloud Version 2

- Business User

- Application Consultant

- Super/Key Power User

- System Administrator

This course will prepare you to:

• Understand Key Features of SAP Sales Cloud V2: Identify and explain the key capabilities and benefits of SAP Sales Cloud Version 2.
• Navigate the System Interface: Demonstrate efficient navigation and customization of the SAP Sales Cloud V2 interface.
• Manage Leads Effectively: Perform lead management tasks, utilize playbooks, and apply lead scoring to prioritize sales activities.
• Handle Opportunities Proficiently: Use guided selling playbooks to manage opportunity progression, update statuses, and monitor progress.
• Master Sales Quotation Management: Apply best practices for creating, managing, and tracking sales quotations.
• Process Sales Orders Accurately: Create and manage sales orders, ensuring alignment with product, pricing, and customer agreements.
• Organize Sales Tasks Efficiently: Utilize task management features and the Digital Selling Workspace to organize and prioritize sales actions.
• Plan and Document Customer Visits: Effectively manage customer visits within SAP Sales Cloud, including planning and documentation.
• Monitor Sales Performance: Leverage managerial tools for performance monitoring, pipeline optimization, forecasting, and team enablement.
• Configure and Evaluate Playbooks and KPIs: Configure playbooks from a management perspective to guide sales teams and assess performance via KPIs.
• Analyze Pipeline Performance and Trends: Use pipeline and trend analytics to support process optimization and identify sales trends.
• Administer the System Effectively: Perform core and advanced administrative activities, including user setup, basic configurations, and data management.
• Configure Core Sales Components: Tailor lead, opportunity, quote, order, and visit management modules to reflect business-specific sales processes.
• Integrate Communication and Collaboration Tools: Configure and use collaboration tools, such as MS Teams integration, to streamline sales execution and team coordination.
• Leverage AI for Sales Optimization: Understand and configure AI- based capabilities to automate and optimize decision-making in sales operations.

Unit 1: Exploring an Administrator’s Daily Workflow

• Lesson 1: Core Responsibilities and Tools for Administrators
• Lesson 2: Advanced Configurations and Automation

Unit 2: Comprehensive Configuration: Leads, Opportunities, Quotes, Sales Orders and Visits

• Lesson 1: Lead Management Configuration
• Lesson 2: Opportunity Management Configuration
• Lesson 3: Quote Management Configuration
• Lesson 4: Sales Order Configuration
• Lesson 5: Visits Configuration

Unit 3: Configuring Sales Workflows and Operations

• Lesson 1: Configuring Pricing Strategies
• Lesson 2: Configuring Pipeline and Sales Forecasting
• Lesson 3: Configuring Call Lists and Outreach Planning
• Lesson 4: Configuring Sales Activities

Unit 4: Enhancing Communication and Collaboration

• Lesson 1: Leveraging Microsoft Teams Integrations
• Lesson 2: Configuring Communication Channels
• Lesson 3: Configuring Relationship Intelligence

Unit 5: Advanced Machine Learning Insights

• Lesson 1: Leveraging Machine Learning for Intelligent Sales and Lead Scoring
• Lesson 2: Configuring Gen AI and CX AI Toolkit

Unit 6: Configuring the Mobile Application

• Lesson 1: Setting Up Mobile App Feature
• Lesson 2: Managing Mobile App Integrations and Security

There are no formal prerequisites. The course is suitable for business users, consultants, administrators, and power users interested in SAP Sales Cloud Version 2.

Course Based on Software Release:

- SAP Sales Cloud Version 2 (May 2505 Release)