Showcasing Changes and New Features

SAP has rolled out several exciting features and updates for the Sales Cloud. These enhancements are designed to improve productivity, optimize planning, and streamline processes for sales teams. Read on to explore the latest capabilities and features introduced new in SAP Sales Cloud from March to November 2024 :

1. Activities Enhancements
   • Appointments: Add multiple attendees while creating or updating an appointment, improving scheduling coordination.
   • Visits: Similarly, add multiple attendees in visits for better group management.
   • Last Response Date and Time in Surveys: During visits, sales representatives can now see when surveys were last responded to, aiding in timely follow-ups.

2. Dynamic Visit Planning Enhancements

   Dynamic visit planning has seen numerous updates:

   • Filter for Dynamic Route Groups: Filter by Dynamic Route Group on the Route Groups page.
   • Week in Advance Planning: Schedule visits a week in advance for better planning flexibility.
   • Dynamic Route Groups: Enable Dynamic Route Groups for optimized route planning.
   • Include Appointments from SAP Sales Cloud: Integrate SAP Sales Cloud appointments to prevent overlaps.
3. Sales Quotes Enhancements

   Sales quotes have several notable updates:

   • Opportunity ID in Sales Quotes: View sales quotes by Opportunity ID for better tracking.
   • Remove All Product Items: Remove all products and sub-items from quotes in one action.
   • Automatic Refresh of Output Tab: The Output tab now auto-refreshes to display the latest PDF.
4. Intelligent Sales Add-On
   • Synchronization Statistics: View last sync statistics with Microsoft Outlook 365.
   • Relationship Intelligence Metrics: Access new relationship intelligence metrics.
   • Configure Pipeline Flow Start Date: Set pipeline start dates based on historical data.
   • KPI Fields: Show key fields in opportunities for quick decision-making.
   • Predictive Rollup: Forecast suggestions based on opportunities likely to be won.

1. Agent Console Add-on

   Several features in the Agent Console Add-on have been updated:

   • Knowledge Base Widget: View articles from a Work Zone knowledge base in the native widget.
   • Responsive Entity Lists: Entity lists now adjust based on available space.
   • Social Media Interactions: Social media interactions display in the Timeline and Chat work list.

2. Registered Products, Installation Points, and Installed Base

   Key Updates: Maintain the phone number of related contacts in the Product Location section under Registered Products.

These are other features have been also introduced:

• X (Formerly Twitter) Integration Deprecated: Support for X (formerly Twitter) integration with SAP Service Cloud will be discontinued by October 31, 2024.

• Sync Office 365 Draft Appointments: Sync draft appointments created in Office 365 with SAP Cloud for Customer.

• New UI for Groupware Integration: Experience the new user interface for User and Groupware Settings.
• Validation for Duplicate Text Collection: Prevent creation of duplicate text collections for activities.
• Mass Update and Deletion: Mass update visit statuses and delete planned visit list items.
• Global Search for Add-Ons: Seamlessly search for information across the solution.
• Rearrange Survey Questions: Define the position of questions in surveys.
• Identify CTI Interaction Using Custom Field Data: Use a custom field as an alternate identifier for CTI interactions.

These updates reflect SAP’s commitment to continually improving the functionality and user experience of the Sales and Service Cloud. From dynamic visit planning to enhanced ticket handling and intelligent sales add-ons, these updates promise to drive efficiency and productivity across your teams.