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モバイルアプリの使用

<div id="content"><div class="parentsection"><div class="section"><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="SAP Sales Cloud モバイルアプリケーションの概要" alt="SAP Sales Cloud モバイルアプリケーションの概要" src="/service/media/C4H47B_2405_ja-JP_media/C4H47B_2405_ja-JP_images/Unit 6 C1.png" tabindex="0"><p tabindex="0">SAP Sales Cloud Version 2 モバイルアプリケーションでは、データにアクセスすることができます。これにより、営業チームは顧客に関するインサイトの獲得、チームとのコラボレーション、ビジネスネットワークとのコミュニケーションの改善、十分な情報に基づく意思決定をモバイルデバイスから直接行うことができます。</p><p tabindex="0">&nbsp;</p><p tabindex="0">モバイルアプリケーションの使用の詳細については、SAP Help Portal で SAP Sales Cloud モバイルアプリケーションガイドを参照してください。</p><a target="_blank" href="https://help.sap.com/docs/CX_NG_SALES/1abd67e71d224ec8a8aa7dffb080106e/aa1d5dbd0a824166aaea424b172454ed.html?locale=en-US">https://help.sap.com/docs/CX_NG_SALES/1abd67e71d224ec8a8aa7dffb080106e/aa1d5dbd0a824166aaea424b172454ed.html?locale=en-US</a><p tabindex="0"><strong>SAP Sales Cloud モバイルアプリケーションを使用すると、以下を実行することができます。</strong></p><ul style="list-style-type:disc"><li tabindex="0">顧客とのアポイントメントを表示、作成、および管理します。</li><li tabindex="0">日/週ビューおよびアジェンダビューから、カレンダの活動情報にアクセスします。</li><li tabindex="0">ガイドセリングやリードなどに関するアクションと活動を表示、作成、管理、および実行します。</li><li tabindex="0">最新のインサイトとトランザクションデータ、アカウントデータ、および顧客データを取得します。</li><li tabindex="0">ネイティブ iOS および Android ウィジェットを使用して、アクティビティおよびトランザクションデータにアクセスします。</li><li tabindex="0">さまざまな設定を通じて、ユーザに関連するコンテンツを使用して各ワークスペースを調整および設定します。</li></ul></div></div><div class="parentsection"><div class="section"><div tabindex="0"><h3>SAP Sales Cloud モバイルアプリケーションの設定</h3></div><p tabindex="0">このビデオでは、SAP Sales Cloud モバイルアプリケーションの設定について学習します。</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_pjswm1ls"></div></div></div></div></div>

SAP Sales Cloud モバイルアプリケーション

<div id="content"><div class="parentsection"><div class="section"><p tabindex="0">SAP Sales Cloud モバイルアプリケーションを効率的に使用するには、そのユーザインタフェースを理解することが不可欠です。以下のビデオでは、包括的なウォークスルーを提供し、主要なナビゲーション要素、重要な機能、シームレスな使用のためのベストプラクティスについて説明します。ビデオを視聴してワークフローを強化し、モバイルエクスペリエンスを最大限に活用してください。</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_58xaj5es"></div></div></div></div></div>

SAP Sales Cloud モバイルアプリケーションでの UI のナビゲーション

Exploring SAP Sales Cloud Version 2 | JA

Setting up the SAP Sales Cloud Mobile Application

Hello. In this video,  you’ll learn about Setting up  the SAP Sales Cloud mobile application. Sales employees can perform many actions on  the SAP Sales Cloud mobile application.  Some of the key features that can  be performed are: Manage opportunities via Guided Selling. Global search functionality makes all mobile  entities easy to find and process. Perform end-to-end workflows such as creating  leads and progressing them. Add related entities, schedule appointments,  and manage one mobile calendar. Convert transactions into successful deals. See highlights for leads and the tasks    you need to manage for the day as interactive  charts from the home page. Get a quick overview of the opportunities closing the current month,  and upcoming activities. Business users must download  the mobile application for SAP Sales Cloud  at either the App Store for Apple iOS  or Google Play Store for Android.  When the application is opened on the  mobile device for the first time,  it shows highlights of the application. Using their SAP Sales Cloud Version 2  account data, the user will: First enter the tenant U.R.L,  with the Username, and then the Password.  Next, choose “Sign In.”  Then set up a passcode for the application,  ensuring the passcode is easy to remember.  Then choose Continue.  Finally, they will confirm the passcode,  and then choose Done. An Optional step is to Enable biometrics of  Face ID or Touch ID  based on the device being used.  This can be used every time you log in. Unlike desktops, mobile devices  are at greater risk of being lost or stolen.  You must use the security features provided by  your mobile device platform.  Use an additional, sufficiently long,  Personal Identification Number or PIN  to lock the device.  Ensure there is adequate protection for your  business data by using a strong password  for device access.  As an additional security measure,  the application is encrypted with a passcode.  The passcode should fulfill  the following conditions:  a minimum length of eight characters.  contains at least one letter in lower case,  one in upper case, and a number.  This passcode is used to enable Biometrics of  Face ID or Touch ID on the device  to protect the securely stored login data.  If you're unable to login using face or touch ID,  you are asked to enter the passcode.  Mobile devices must be compatible  with the application,  for that reason the two operating systems  supported are Android 11 and above  and iOS 16 and above.  With the SAP Sales Cloud Version 2  mobile application,  you can access many of the functions  that have been tailored to business on-the-run.  Changes made on your mobile devices  are automatically updated in the system over  the internet, online, and in real-time. Mobile solutions connect to  SAP Sales Cloud Version 2  in the same way as desktop browsers do.  The same URL, username, and password  authentication are used. The business roles that are assigned to  business users are respected  on mobile devices. The mobile client complies  with the password policy set by the server.  Access from mobile devices is enabled  by connecting to the back-end system  using HTTPS2. After watching this video,  you now know how to synchronize  business users and their business data.  Thanks for watching.

Navigating the UI in SAP Sales Cloud Mobile Application

Navigating the User Interface of  SAP Sales Cloud’s mobile application:  After logging into the mobile app,  users can always see the bell icon  with notifications and the Quick Create button  positioned at the top right of the screen.  Notifications will alert sales representatives  of important new information,  such as new leads coming in  for them to pursue. The Quick Create button is always visible   in the mobile application. A sales rep can create opportunities,  leads, tasks, appointments, contacts,  sales quotes, visits, accounts,  and log calls from here.  The SAP Sales Cloud  mobile app's home page  allows sales representatives to see  the most important information  when they open the app.  It can also be configured  to show different cards focusing on  leads, tasks, and opportunities.  Global Search allows you to search  through the solution using free text.  Shown search results contain  all relevant entities matching the search text.  Guided Selling lists all opportunities  assigned to a sales representative,  their expected values, statuses,  opportunity score, and more.  These fields and the header  can be configured to show sales reps  the most important opportunity information.  Reps can filter and search for  their own or all opportunities,  by accounts, close dates,  sales cycle and phases, and status.  Advanced filtering options are also available  to narrow down opportunities  based on a set of attributes.  Under more, sales reps can choose the entity  they want to explore  and the settings for their mobile application.  Sales Quote has a standard header  and field assignment.  These fields can be configured  by the administrator.  Some of the key capabilities of  Sales Quote in the mobile app are:  To view and manage  sales quote details on the go.  To view and edit  sales quote header information.  To manage and plan activities  around a sales quote.  To manage and add involved parties  to a sales quote.  To add internal and customer notes  to a sales quote or  to view and add attachments.  Sales teams can use Visits  to help them plan and record site visits  and related activities on mobile devices.  Reps can use tools like surveys and tasks  to capture the results of their visits.  Phone calls can be logged easily,  Phone calls can be logged easily,  with call information filled in automatically.  Sales Representatives can send surveys  from the application and also  save surveys as a draft  and return to them later.