Navigating Task Management and Digital Selling Workspace

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

Let's watch this video to learn about the key features of Digital Selling Workspace.

Manage all tasks in SAP Sales Cloud Version 2 using the Task Manager worklist and organize tasks in a list. The system organizes tasks into My Day, My Planned, and My Important task lists.

Access the Task Manager within the Digital Selling Workspace to manage all tasks in one tab. It offers a centralized platform for organizing and tracking various tasks, making it easier to stay organized and efficient.

Let’s check the key Features:

1. Create One-Click Tasks Easily: The Task Manager simplifies task creation for sales representatives, allowing them to create tasks with just a few clicks. Common attributes such as due date, priority, and assignee are preset, saving time and reducing manual input. Sales representatives give the task a name and quickly create it, simplifying their workflow and allowing them to focus on core responsibilities.
2. Stay Focused on Completing Tasks: The Task Manager offers separate task views for active and overdue tasks, helping you stay focused and prioritize tasks. These task views, "My Day,"My Planned," and "My Important," let you easily identify tasks that need immediate attention.
   • My Day shows all overdue tasks that need your attention today. It includes all open, in-progress, and completed tasks.
   • My Planned shows all overdue and upcoming tasks owned and organized by the logged-in user. It includes all active tasks.
   • My Important shows 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 view appointments and manage the day's schedule easily.
4. Review Calls in Timeline Format: This feature shows the details of past calls in chronological order under Recently Called. It helps sales representatives easily track and reference their communication history with prospects and customers.

The Call Lists feature in Digital Selling Workspace offers several key features to simplify and improve outbound sales activities:

1. Create Call Lists Easily: The Call Lists feature lets sales representatives quickly generate lists from leads, contacts, or accounts so that they can focus on relevant prospects.
2. Organize and Balance Sales Resources: When assigning Call Lists to sales resources, the Digital Selling Workspace enables prioritization and resource balancing. Sales managers or admins use the Digital Selling Workspace to give Call Lists based on territory, expertise, or workload. It guarantees balanced and effective use of sales resources.
3. Sales Collaterals for Customer Interaction: The Call List feature equips sales representatives with sales collaterals that guide customer interactions. It includes scripts, templates, and other materials that offer valuable information, guaranteeing consistent messaging throughout customer engagements.
4. Define Call Objectives and Topics: Keep consistency and focus during customer engagements. The Digital Selling Workspace allows the definition of call objectives and topics. Sales managers or admins set key objectives and talking points for each Call List in the Digital Selling Workspace to improve sales call effectiveness.
5. Monitor Call Campaign Progress: The Digital Selling Workspace offers visibility into a call campaign's progress. Sales managers or admins monitor the progress of Call Lists in a detailed list view, offering insights into each Call List’s progress. This monitoring feature helps track campaign performance, identify areas for improvement, and guarantee effective execution of Call Lists.

Let’s watch this video to learn how to create a call list in the Call List app.

Track call campaigns directly from the list view with the following features:

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