Configuring Call Lists and Planning Strategies

Objective

After completing this lesson, you will be able to configure call lists and planning strategies to maximize sales activities

Call Lists Overview

Call lists help inside sales teams communicate effectively and efficiently with prospects and customers across various digital channels.

Let's watch the video to see how Call List planning benefits a sales team in generating sales and opportunities for any business.

Call List Prerequisites

Set up Business Role Services

The Settings page shows the user and control, highlighting Roles to set up and select it from the Administrative Console.

The administrator doesn't have to create the actual Call Lists. The admin needs to set up Business Role services using the Administrative Console and the Call Lists categories.

To begin the process of defining business roles, the administrator:

  • Navigates to the User Menu.
  • Chooses Settings.
  • Selects All Settings.
  • Finds and select Roles from the Administrative Console.
The SAP_ROLE_SALESMANAGER page highlights the Business Role and Business Service, including the ID, Name, Read and Write Access, and the App List, with ID, App Name, and Description.

Define Call List Categories

The settings page highlights the Call Lists Planning, where the user selects the Call Lists Category Definition option.

To begin the process of defining Call Lists categories, the administrator:

  • Navigate to the User Menu
  • Choose Settings
  • Select All Settings
  • Find and select Call Lists Category Definition from the Administrative Console.
The Call Lists Category Definition page shows the Code, Description, and actions to enable and delete the categories to classify the Call Lists.

The administrator first needs to define the Call Lists categories, enter the "Code" and "Description," and use the toggle button to turn a category on or off. The code of custom categories starts with the letter Z.

Call Lists

Sales Managers Create Call Lists

The call list page highlights creating Call Lists with the plus icon and provides information about Call Lists, including Name, ID, Status, Start and End Date, Category, and Owner.

Once the administrator configures it, the sales manager creates Call Lists for the sales employees based on the new categories.

Sales Managers create a new Call Lists:

  • Use the Navigation Menu at the upper left of the screen
  • Search or find Call Lists
  • Create a new Call List by choosing the plus icon

Use Call List Categories for Creation

The New Call List page shows how to add participants by selecting the category from the drop-down menu, checking the owner, and selecting the options to create Leads, Contacts, and Target Groups, which are empty.

Sales Managers use the defined categories from the drop-down menu. Also, copy existing call lists, use existing data to create new ones, and add Leads, Contacts, and Target Groups to them.

Monitor Call Lists

The Call Lists page highlights how to track all Call Lists, including All Call Lists, Due Date, Progress, and Status. It also includes Advanced Filters and quick filters at the upper right of the page.

The Sales Manager monitors the progress of each call list.

Track all Call Lists using the following Call Lists views:

  • All Call Lists
  • All Active Call Lists
  • My Call Lists
  • My Active Call Lists

Also, use the quick filters to view call lists by due date, progress, or status, or use advanced filters to have fine-grained control.

The Call Lists page shows detailed information for the Call Lists, including Owner, Category, Division, Validity Period, Sales Organization, Completion, Progress, and Distribution Channel. It also highlights the Call Lists overview information.

Select a call list to open it in detailed view with the following information:

  • Owner
  • Category
  • Sales Organization
  • Date Range
  • Completion
  • Progress
  • Distribution Channel
  • Division
  • Campaign: Visible only when the call list category is the Campaign Follow-Up.

Configure Call Lists

The following demonstration shows you how to create a new Call Lists category and configure a new Call Lists that meet business needs.

ExerciseStart Exercise

Summary

This administrative lesson focused on these important system settings:

  • Business Role Setup: Configure business roles and assign relevant services and applications to enable Call Lists functionality. 
  • Call List Categories: Cover how to define and manage Call List categories, including setting codes, descriptions, and activation status for each category. 
  • Enabling Call List Features: Explain how to activate business services and UI applications, and access and administer the Call Lists in SAP Sales Cloud Version 2. 
  • Call List Creation and Management: Check how sales managers use defined categories to create, copy, and populate Call Lists with leads, contacts, and target groups.
  • Monitoring and Tracking: Explore how sales managers monitor Call Lists’ progress using various views, filters, and detailed information. It includes items such as owner, category, date range, and completion status.
  • Category-Specific Details: Recognize that certain details, including campaign information, are visible only for specific call list categories, for example, Campaign Follow-Up. 

Learning

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