Aligning SAP Sales Cloud with the CX Portfolio and the Sales Cycle

Recognizing the Basic Features and Functions of the User Interface

Defining the Functional Capabilities of Lead Management

Defining the Characteristics of a Sales Opportunity

Examining Quotation Management Capabilities to Streamline Sales

Preparing Sales Contracts

Determining the Key Stages in the Sales Order Process

Exploring Activity Management

Planning and Recording Site Visits

Planning and Forecasting Sales

Exploring Pricing Options

Exploring SAP Sales Cloud Add-Ons

Utilizing Reports and Analytics in SAP Sales Cloud

Exploring Visit Planning and Execution

Objective

After completing this lesson, you will be able to discover how visit planning can help record a site visit, note associated activities, and ensure key visit objectives are completed during the scheduled visit.

Visit Planning and Execution

Let’s take a look at what Visit Planning and Execution is and how it is used in planning and recording site visits.

Visit Planning and Execution Process

Now, let’s take a look at the visit planning and execution process in the SAP Sales Cloud System. Click on each icon to learn more.

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