cleanFiles/bookmap_Positioning_the_SAP_Sales_Cloud_Portfolio_ko-KO_learning-sap-com_lsc-prod.zip (MMCP-DROPZONE) - 2025-05-16T06:04:49.000Z

SAP Sales Cloud의 End-to-End 기능 소개

<div id="content"><p tabindex="0">다음 데모에서는 SAP Sales Cloud의 실제 적용 사례를 보여주는 엔드 투 엔드 판매 프로세스인 <strong>기회-견적(Opportunity-to-Quote</strong>) 중 하나를 안내합니다.</p><p tabindex="0">SAP Sales Cloud가 중요한 판매 프로세스를 간소화 및 자동화하고 AI 기반 추천으로 판매자의 역량을 강화하는 방법에 대해 알아봅니다.</p><div class="parentsection"><div class="section"><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_t98idoz1"></div></div></div></div><div class="parentsection"><div class="section"><div tabindex="0"><h3>요약</h3></div><p tabindex="0">이 동영상에서는 SAP Sales Cloud V2가 견적 프로세스를 간소화하는 방법을 시연했습니다.</p><p tabindex="0">SAP Sales Cloud에서 이 프로세스를 관리하는 방법에 대한 요약은 다음과 같습니다.</p><ol><li tabindex="0">기회 관리<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">개인화된 대시보드에는 계정, 영업 주기 또는 종료일별로 빠르게 필터링할 수 있는 모든 기회가 표시됩니다.</p></li><li tabindex="0"><p tabindex="0">기회를 선택하면 태스크, 기계 학습 데이터, 채점 추세, 인게이지먼트 등의 세부사항이 표시됩니다. 퀵 뷰는 사용자가 필요한 세부사항을 살펴보는 데 도움이 됩니다.</p></li><li tabindex="0"><p tabindex="0">판매 가이드는 사용자에게 차선책을 제공합니다.</p></li><li tabindex="0"><p tabindex="0">사용자는 모든 제품에 대한 개요를 볼 수 있고 필요한 경우 이를 조정할 수 있으며 백엔드에서 업데이트된 가격결정 정보를 직접 볼 수 있습니다. 또한 거래에 참여할 추가 사람을 포함할 수 있습니다.</p></li></ul></li><li tabindex="0">Microsoft Teams 통합<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">다른 부서의 동료와의 협업 기회를 기반으로 새로운 팀 룸을 생성할 수 있습니다.</p></li><li tabindex="0"><p tabindex="0">기회를 Teams에 임베드하여 플랫폼에서 바로 액티비티와 업데이트를 수행할 수 있습니다.</p></li></ul></li><li tabindex="0">판매 견적 생성<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">판매 견적이 생성되고 매우 빠르게 조정됩니다.</p></li><li tabindex="0"><p tabindex="0">견적을 미리 보고 사용자 정의 가능한 템플릿에 인쇄하여 디지털 서명을 위해 고객에게 전송할 수 있습니다.</p></li></ul></li><li tabindex="0">거래 완료<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">고객이 견적에 디지털 서명을 하면 견적이 낙찰됨으로 설정되고 거래가 완료됩니다.</p></li></ul></li></ol></div></div></div>

SAP Sales Cloud의 End-to-End 기능 쇼케이스

Positioning SAP Sales Cloud | KO

Analyzing the Opportunity to Quote Process with SAP Sales Cloud

Let's take a look how we can qualify an opportunity and send a quote to the customer to finalize the deal.  Here at my dashboard I can go through the tile, my opportunities,  and jump to all my opportunities.  Now I see all my 1000 opportunities.  I can filter them down very quickly by account or by sale cycle or close date to just a couple of them. It goes really, really fast as you can see.  So let's select just the ones end of October. and I'm going to see I have only two opportunities here from the thousand.  For sure there are many different ways to filter my Kanban board. I can also use a graphical filter here where I can just see the ones that are in process and then also the ones that are closed in October and I have a different set of three here.  In case I want to move on one opportunity to another phase I can just drag and drop it to a different face instead of setting some attributes.  When I do a click on any of the opportunities, I have a quick view here where I can see in one view,  all the important details, even tasks, part of the opportunities are close from here. I see the machine learning data and the key factors influencing the score, the score trend, and also all the engagements I had here. Like, for example, here four days ago, we had a phone call and today was written in email.  So I really see everything's going on. On the timeline also here, I really see any activity linked to these opportunities. And I can even take a look into the content of an email or respond directly from here if I would like to. For sure, I've also the people here, like our team. and the customer team and also I can have the products here that are relevant for these opportunities.  Just as one click, super fast, I can just add another product here.  It's really, really easy. It really goes easy from hand. We have directly a pricing coming from ERP included in here, so it's really, really strong.  I can also change just with one click here in the field, the amount and it's saved. So, really maintaining opportunities is really, really easy here.  Now if I open the full view of an opportunity, I see the same. details just a bit more on the larger screen like here the scoring trend and I see also all the tasks that are part of this opportunity here in the middle in this case many got completed already. I want to have an overview when I can see them also on a timeline view here which is just a different representation also of all the activities here on the timeline. That's very convenient to get a good overview what happened already in the opportunity. Now here I have my next best actions I get suggested to make an appointment. Let's make quickly a team's appointment here according to our playbook. There should be a phone call. I did this already I called the customer so just take a tick box to complete it. It's really easy and goes in hand. I can also click activities away that I don't want to do so it goes really fast. It's more like filing out checklists and really completing the things and getting annoyed. I have a nice overview - what should be done in which phase. It's really very transparent, and I can really get a good overview of what is to be done in the opportunity. Now let's finish also some task. Again also that is just to click on a checkbox after I did them. I don't need to wait any time. I don't need to wait until something is open. It goes hand by hand. You can see live how events get in here. So even if colleagues do that, really live is out updating my screen. Everything is updated.  So here are more activities. I can click them away here. Let's progress a bit faster with our opportunity because we want to take a look at more things. Also here for sure I have a survey component where I can have very individual questions to be filled out and even react on inputs or show different questions based on the previous answered questions.  Now we are progressing very well here with our deal. We see more and more events coming in here and that's all live. I mean it's really without refreshing the screen. It feels very like slick and very fast very swift actually to use the solution.  So going further to the final phase for us here. We are in the quotation phase. Now we could create a quote, but before creating a quotation,  we need to do more things maybe. For example, it could be that we maybe need to add more members on our side, on the customer's side. So let's add somebody else from the contact to the customer.  In this case, we will add Yensir as another contact.  And also we choose which role he has in this deal. In this case, he may be the approver of this deal on customer side. So it's important to know. You see directly where and when to contact the customers. I can have one click here and I call the customers.  Let's increase the quantity of some of the products here.  And also that you see it really goes easy by hand. I get the prices from ERP here. And the performance you see here is really unbelievable.  No saving times. We see the link to the previous created lead that we converted this opportunity from. So everything is from one place, everything is close together.  So now let's open the Microsoft Teams integration because it might be that we need to involve other colleagues. We need to maybe involve colleagues from engineering,  from other departments before we can make the final offer to the customer. But that's very easy because based on the opportunity, I can just generate a new team room.  Once it is generated,  I have the option to collaborate in Microsoft Teams according to this opportunity. We always have linked the opportunity,  so the actual business with our Microsoft Teams. Let's open Microsoft Teams to take a look how this looks like. So when I log on Microsoft Teams. Now to teams, I can see here on the left-conner that we have a new notification there on the activities.  I open my activities here and just click on the team that was just created now here, which we have already here.  And now in the team we have a tab that was created automatically that embeds the entire opportunity. And I can also use it. So even from Microsoft Teams, I can collaborate,  create a sales quote, do activities,  update my opportunity.  I don't need to go away. So it's really close. it's one click is teams away and one click is more opportunity away. Here I can just add more people, chat,  have a standard file structure to have all the files that I want to share according to an opportunity. And for sure add any kind of Microsoft Teams functionality here to this team room that is linked to my opportunity in the SAP Sales Cloud.  This way I can really keep the business process together with the collaborative process. And in opinion that's the best of two worlds. Now,  let's imagine we have everything together. And we want to create the sales code. For sure, then I can also directly create here the sales quote.  I can here adapt a bit more, maybe the quantities,  Maybe I could also add another product here.  I can check the involved parties here, like a ship to, a bill to, everything that you need to really make a quotation.  In our case, we just save and open the quote. We have here everything together and we assume most things are already prepared in the opportunity, and we just preview as a quotation in this case. Then everything is being printed on a template that can be customized for your company and that can look much more pretty than even that here.  This can be sent to the customer and when he signs it digitally,  then we can set our quotation to one and we have made a deal.  We started with an opportunity that originated from a lead and added all the different details and all the activities that were necessary. In the end,  make an offer to the customer and win a new deal here.  And this is how easy a sales process from Lead-to-Cash can be with SAP Sales Cloud.

Share feedback

<p>We are aware of intermittent issues in accessing the learning content</p>

We are aware of intermittent issues in accessing the learning content

Personalize your learning.

Why create an SAP account?

Enhance your learning experience

SAP Learning

Choose your subscription

Manage your subscription

Live Sessions

Hands-on Practice

Certification

My Learning

Ready to start learning?

Please try again later

Sorry, we encountered an error

Try again or reset results to continue browsing

We didn’t find what you’re looking for

To continue, please log in

Your session has timed out

Validate your skills and learning by completing the certification exam and gain a highly recognised accreditation.

Book your certification exam

Complete the assessment to validate your SAP PartnerEdge competency qualifications.

Ready to take your assessment?

Learn about the key features and essentials in the latest release to help you prepare for the Stay Certified assessment.

Prepare for assessment

Learn new skills you need at your own pace with our bite-sized lessons.

Prepare for certification

In your My Learning account you can view your certification and learn how to take your Stay Certified assessment.

Ready to take your Stay Certified assessment?

Explore {title} at SAP Learning. Find out more!

You have earned a new badge!

You've completed

Something went wrong when connecting to the badge service. You can always check your achievements in My Learning.

Badge couldn’t be issued

You’ve finished the course, but the external system didn’t verify it. Please try again later or refresh the page to update your record.

We couldn’t confirm your completion

The learning content has been updated. Refresh the page to reload the most recent content.

Your course content has changed

This badge was already awarded earlier, so no new one is added. You can view it anytime in My Learning.

You’ve already earned this badge

We couldn’t finish your request due to an unexpected error. Please refresh the page and try again. If the issue continues, check My Learning or try again later.

Something went wrong...

The saved progress data isn’t valid, so we couldn’t update your course status. Please try again later or refresh the page.

We couldn’t load your progress

{count, plural, one {Objective} other {Objectives}}

You didn't pass this time

You passed {quizTitle}

You answered {correctQuestions} of {totalQuestions} correct

It's time to put what you've learned to the test, get {correctQuestionsNeeded} right to pass this {sectionLabel}.