Configuring SAP Sales Cloud Version 2

The Account and Contact Management capability in SAP Sales Cloud Version 2 delivers a holistic view of the customer to keep everyone working on the same page. It offers the capability to capture, monitor, store and track all critical information about customers, prospects and partners.

There are three main types of customers to identify:

• B2B customers
• Contact customers
• Individual accounts or B2C customers

Note: Adding a new customer is similar to adding an employee or business user by clicking the plus sign in the upper right corner.

This customer is the Sold-To-Party in business transactions. Each account can have one or more contact persons associated with it.

The individuals at the Customer Account that we do business with. All calendar invites and email correspondence with an account goes through contacts.

The individual accounts or B2C Customer do not represent any other company, they are buying a product or a service as themselves. 

Through the maintenance of corporate and individual accounts features, administrators like Alan can perform the following:

• Upload Accounts via the Data Import Tool
• Search and display Accounts
• View all relevant information in a glance
• Create and maintain account and individual customers data
• Maintain account sales team
• View Account Insights and Key Metrics

Alan will use this screen to maintain B2C customers.

Alan will use this screen to maintain B2B customers

Alan, as an administrator, can also configure what data his company wants to display as part of Customer Insights. 

The following settings are available:

1. Key Metrics: External or internal KPIs which can be visualized in the Customer overview screen
2. Highlights Visualization in the Customer overview screen of the latest Appointments, Opportunities, Quotes, Leads and Signals 
3. Timeline Filters: Selection of which objects should be visualized in the Customer Timeline view:
   • Interaction Filters (Appointments, Tasks, Phone Calls, Emails, Chats)
   • Entity filters (Cases, Opportunities, Leads, Sales Quotes)
4. Integration: Leverage standard integration with SAP S/4HANA and provide a full 360 customer overview

Now that you are familiar with the steps and screens needed to create and manage master data, you will become more familiar on how to:

• Create new accounts and contacts
• Create individual customers

In the simulation, Alan can learn how to create new Account and Contact in SAP Sales Cloud Version 2.

In the simulation, Alan can learn how to create new Individual Customers in SAP Sales Cloud Version 2.

Products in SAP Sales Cloud Version 2 can assume different meanings depending on which business context they are applied to. 

As an Administrator it is important that Alan understands the following key concepts:

Material is a tangible product that can be created and then represents a business value. A material can be traded, consumed, or used with other products.

Service is an intangible product that describes the provision of a service. A service is provided at the time of its use.

Entitlement Product is a sellable product that describes the right to use a material or service.

Warranty is a guarantee to vouch for defects or faults for the product purchased that is valid for a specific period of time. The type and scope of the service covered, such as repairing a defect for free or taking the product back, are defined in the warranty.

Individual Product is a registered product that occurs only once in the real world and is therefore uniquely identifiable. 

To help with inputting the correct data, Administrator's need to know that a product has the following components: 

Product Groups for product category hierarchy. 

Product Basic Data global master data describing the product, this data will be used to populate business documents in the future.

Price and Discount maintains pricing for products when pricing is local to SAP Sales Cloud Version 2.

Alan will use the Administrative Console to access and manage product data. Product data can also be found with a quick search.

From the Administrative Console or with a quick search, Alan can configure the following data for the products for his business:

• Units of Measure
• Sales Status Schema
• Number Range
• Product Groups

Alan can also configure the Registered Product Categories which can be utilized for grouping together individual products (or registered products) into groups and define them as optional or mandatory the Serial ID.  This way, if customers want to register their e-bikes for updates and promotions, Best Run Bikes can track the individual registered product.

In the simulation, Alan can learn how to create new products and product groups in SAP Sales Cloud Version 2.