C4H470: SAP Sales Cloud Version 2

Course announcements

Join us for an in-depth, instructor-led exploration of SAP Sales Cloud v2, designed for both business users and administrators.
This comprehensive course will empower sales representatives and managers with advanced tactics for lead and opportunity management, enhancing your lead-to-cash processes. Dive into the future of sales with Machine Learning and Gen AI, leveraging Lead Intelligence for smarter decision-making. Experience hands-on training with innovative tools like the Guided Selling App, Pipeline Manager, and Forecast Tracker. Discover how to optimize sales performance, improve forecast accuracy, and drive business growth with SAP Sales Cloud v2. Elevate your skills and stay ahead in the ever-evolving sales landscape. Register now to secure your spot!

Learning outcomes

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.

Content

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

Audience

Business User
Application Consultant
Super/Key Power User
System Administrator

Course Based on Software Release

SAP Sales Cloud Version 2 (May 2505 Release)

Course information

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SAP Sales Cloud Version 2