Working with the Mobile App

The SAP Sales Cloud Version 2 mobile application offers access to data that enables sales teams to gain customer insights, collaborate with teams, and communicate more effectively with business networks. It also helps take informed decisions right from their mobile devices.

The SAP Sales Cloud mobile application enables the following:

• View, create, and manage customers' appointments on the go.
• Access activity information on the calendar through day/week and agenda views.
• View, create, manage, and execute actions and activities for guided selling, leads, and more.
• Get the latest insights and transactional, account, and customer data.
• Access activity and transactional data through native iOS and Android widgets.
• Tailor and configure each workspace with content relevant through various configurations.

In this lesson, you learnt about the following features:

• Access Anywhere: This feature enables sales teams to view, create, and manage appointments, leads, opportunities, tasks, and more directly from iOS and Android mobile devices.

• User Interface Features: The interface includes a quick-create button for fast entry of sales objects, notifications for real-time updates, global search, and a configurable home page showing key sales data.
• Guided Selling and Sales Quotes: It allows sales representatives to track opportunities with customizable views, filters, and manage sales quotes. Also, it includes editing, notes, attachments, and the ability to involve parties on the go.
• Visits and Survey Execution: This role supports the planning and recording of customer visits with tools, such as surveys and tasks. It also includes saving surveys as drafts for later completion.
• Phone Calls and Activity Logging: It allows making calls to customers and automatically logs call details in the app for smooth communication tracking.