Customer References App - Before you get started

Motivation

The Customer References App fulfills a critical need for organizations by centralizing and streamlining the way customer success stories and reference data are managed and shared across sales and marketing teams. In large or fast-growing enterprises, valuable customer references often reside in scattered documents, siloed emails, or unstructured formats, making it difficult for sales teams to find relevant, up-to-date materials during critical deal cycles. This app addresses that challenge by providing a centralized, searchable repository of approved customer references, enabling teams to quickly access relevant customer-product matchups, usage scenarios, and contact details. Moreover, by including a built-in submission workflow for proposing new references, the app encourages continuous enrichment of the reference pool, while maintaining data quality and governance through an approval process. Ultimately, the app enhances sales enablement, shortens sales cycles, and supports marketing efforts by making it easy for teams to leverage proven customer success stories—an invaluable asset in building trust with prospects and accelerating decision-making. In this exercise, you’ll complete an app designed for managing and sharing customer references as described. It demonstrates how SAP Build can help customer-facing teams capture and leverage reference materials efficiently.

Application Overview

The Customer References App enables users to efficiently browse and manage customer reference data for various products. The application is divided into two primary functional screens:

1. Reference Lookup Screen

   This screen serves as the main directory for browsing available customer references.

   • Dropdown Selector Allows users to choose from a list of available customer-product references. The selected reference updates the detailed view below.

   • Reference Details Panel Displays key information about the selected reference:

     • Customer Name
     • Product
     • Reference Type
     • Contact Person

   • Information Sections Users can select the following panels to view additional structured details:

     • Reference Usage
     • Restrictions & Requirements
     • Supporting Documents

   This layout ensures quick access to essential customer reference information in a clear, organized manner.

2. Reference Proposal Submission Screen

   This screen allows users to submit a new customer reference proposal.

   Form Fields:

   • Customer Name (dropdown)
   • Product / Service (dropdown)
   • Customer Contact Person
   • Contact Email Address
   • Additional Comments / Reference Details

   At the bottom of the form, a Submit button initiates the reference approval workflow, starting the process to add a new customer reference.

Summary

The Customer References App provides a streamlined, user-friendly interface for both viewing existing customer references and proposing new ones. The use of dropdown selectors, collapsible panels, and structured forms ensures clarity, accessibility, and ease of use for all users.