Navigating Task Management and Digital Selling Workspace

The Digital Selling Workspace offers key capabilities that allow sales professionals to efficiently manage their tasks, activities, and appointments in a centralized and user-friendly environment.

Watch this video to learn about the key features of Digital Selling Workspace.

You can manage all your tasks in SAP Sales Cloud Version 2 using the Task Manager worklist. You can organize your tasks in a list. Tasks are organized as My Day, My Planned, and My Important task list.

The Task Manager can be accessed within the Digital Selling Workspace that allows you to manage all your tasks in one tab. It provides a centralized platform for organizing and tracking your various tasks, making it easier to stay organized and productive.

Key Capabilities

1. Effortless One-Click Task Creation: The Task Manager simplifies the task creation process, allowing sales representatives to swiftly create tasks for the day with just a few clicks. Most attributes are automatically set to commonly used values, such as due date, priority, and assignee, saving time and reducing the need for manual input. Sales representatives can simply give the task a name and quickly create it, streamlining their workflow and allowing them to focus on their core responsibilities.
2. Stay Focused on Tasks to be Done: To help you stay focused and prioritize your tasks, the Task Manager offers separate task views for active and overdue tasks. These task views, namely "My Day," "My Planned," and "My Important," allow you to easily identify tasks that require immediate attention.
   • My Day displays all tasks that are overdue and require your attention today. This includes all tasks that are open, in progress, and completed
   • My Planned displays all overdue and upcoming tasks owned and organized by the logged in user. This includes all tasks that are active.
   • My Important displays all tasks with priority urgent or immediate.
3. View Appointments and Manage Schedule: The Task Manager integrates with the calendar view, enabling sales representatives to seamlessly view their appointments and manage their schedule for the day.
4. Review Calls in Timeline Format: This feature presents the details of past calls in chronological order under Recently Called, allowing sales representatives to easily track and reference their communication history with prospects and customers.

The Call Lists feature in Digital Selling Workspace offers several capabilities to streamline and enhance outbound sales activities.

Key Capabilities

1. Easily Create Call Lists: The Call Lists feature provides a guided flow that makes it easy to create call lists. sales representatives can target and generate prospects or customers from various entities, such as leads, contacts, or accounts. This capability allows sales representatives to create customized call lists based on specific criteria, ensuring they focus on the most relevant contacts for their sales efforts.
2. Prioritize and Balance Sales Resources: When assigning Call Lists to sales resources, the Digital Selling Workspace allows for prioritization and balancing of resources. Sales managers or administrators can assign Call Lists based on factors such as sales territory, expertise, or workload, ensuring a fair distribution of calls and optimal utilization of sales resources.
3. Sales Collaterals for Customer Interaction: The Call Lists feature equips sales representatives with sales collaterals that serve as guidance during customer interactions. These collaterals can include scripts, templates, or other relevant materials that provide valuable information and ensure consistency in messaging during customer engagements.
4. Define Call Objectives and Topics: To maintain consistency and focus during customer engagements, the Digital Selling Workspace allows the definition of call objectives and topics. Sales managers or administrators can specify the key objectives and talking points for each Call List, ensuring that sales representatives have clear guidance and align their conversations with the defined objectives. This capability enhances message consistency and improves the overall effectiveness of sales calls.
5. Monitor Call Campaign Progress: The Digital Selling Workspace provides visibility into the progress of call campaigns. Sales managers or administrators can monitor the progress of call lists from both a list view, providing an overview of all Call Lists, and a detail view, offering insights into the progress of individual Call List. This monitoring capability helps track campaign performance, identify areas for improvement, and ensure that Call Lists are effectively executed.

Watch this video to learn how to create a call list in the Call Lists app.

Keep track of call campaigns directly from the list view with the following features:

• Easily switch between call list views:
• All Call Lists
• All Active Call Lists
• My Call Lists
• My Active Call Lists
• Use quick filters to view call lists by:
• Due Date
• Progress
• Status
• Quickly get the total number of participants and resources assigned for each call list.
• Track the Completion status of each call list, and hover over the progress bar to see the number of participants by status.
• The Progress tag indicates if a Call List is:
• On Track
• Slow
• Not Started
• Completed
• Show end dates of overdue Call Lists in red.