Name: Progressing Opportunities to Quotes in SAP Sales Cloud V2
Uploaded: 2025-11-4
Duration: 462 s
Description: This video demonstrates how to qualify an opportunity in SAP Sales Cloud. It also shows how to send a quote to a customer and includes guidance on filtering opportunities, managing activities, and collaborating in Microsoft Teams.

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<div><div><div><div><div><div><div>This video demonstrates how to qualify an opportunity in SAP Sales Cloud. It also shows how to send a quote to a customer and includes guidance on filtering opportunities, managing activities, and collaborating in Microsoft Teams.</div><div><br></div></div></div></div></div></div></div>

Progressing Opportunities to Quotes in SAP Sales Cloud V2

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 1000. 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 phase 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 i can 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 have also the people here like our team and the customer team and also i can have the products here that are relevant for those opportunities and 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 more 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 hybris a scoring trend and I see it 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 I just tick 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 on some tasks again also that is just a click on a checkbox after I did them I don't need to wait any time I don't need to wait until something's open it goes hand-by-hand and you can see life how events get in here so even if colleagues do that really life 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 like inputs or show different questions based on the previous answered questions now we are progressing very well here without here we see more and more events coming in here and that's all life 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 some more things maybe for example it could be that we maybe need to add more members on our side on the customer side so let's add somebody else from the contacts of the customer in this case we will add Jens here as another contact and also if you choose which role he has this deal in this case he may be the approver of this deal on customer side so it's important to know we see directly where 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 because 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 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 take a look how this looks like so when i log on now to teams i can see here on the left hand corner 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 my opportunity way. 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 a collaborative process and in my opinion that's the best of two worlds. Now let's imagine we have everything together and we want to create the sales quote 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 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 to 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.