<p>about your learning experience to help us improve.</p>

You've completed

bookmap_Positioning_the_SAP_Sales_Cloud_Portfolio_en-US_learning-sap-com_lsc-prod_batchid_471517.zip (BUILDER-INGRESS) - 2025-03-25T09:11:37.000Z

Showcasing the End-to-End Capabilities of SAP Sales Cloud

<div id="content"><p tabindex="0">In the following demonstration, we will guide you through one of the key end to end sales processes, <strong>Opportunity to Quote</strong>, showcasing SAP Sales Cloud in action.</p><p tabindex="0">You'll discover how SAP Sales Cloud can streamline and automate critical selling processes and empower sellers with AI-based recommendations.</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>Summary</h3></div><p tabindex="0">In the video we demonstrated how SAP Sales Cloud V2 streamlines the opportunity to quote process.</p><p tabindex="0">Here's a summary of how SAP Sales Cloud manages this process:</p><ol><li tabindex="0">Opportunity Management<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">A personalized dashboard displays all opportunities, which can be quickly filtered by account, sales cycle, or close date.</p></li><li tabindex="0"><p tabindex="0">Selecting an opportunity reveals details like tasks, machine learning data, scoring trends, and engagements. Quick views help users to dive into details needed.</p></li><li tabindex="0"><p tabindex="0">Guided selling provides users with next best action.</p></li><li tabindex="0"><p tabindex="0">Users have an overview of all products, can adjust them if needed and can see updated pricing information from the backend directly. In addition they can involve additional persons to involve in the deal.</p></li></ul></li><li tabindex="0">Microsoft Teams Integration<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">A new team room can be generated based on the opportunity for collaboration with colleagues from other departments.</p></li><li tabindex="0"><p tabindex="0">The opportunity can be embedded within Teams, allowing for activities and updates directly from the platform.</p></li></ul></li><li tabindex="0">Sales Quote Creation<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">Sales quotes are created and adapted super fast.</p></li><li tabindex="0"><p tabindex="0">The quote can be previewed, printed on a customizable template, and sent to the customer for digital signing.</p></li></ul></li><li tabindex="0">Deal Finalization<ul style="list-style-type:disc"><li tabindex="0"><p tabindex="0">Once the customer digitally signs the quote, the quotation is set to won, and the deal is finalized.</p></li></ul></li></ol></div></div></div>

End-to-End Capabilities of SAP Sales Cloud Showcase

Discovering SAP Sales Cloud

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.