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20 March 2023

CONSILIO Sales Starter MVP: Understanding customers optimally

In order for companies to operate successfully in today's world, it is necessary to intensify and expand their customer relationships. This requires modern lead, opportunity and campaign management such as that provided by SAP Sales Cloud. With its Sales Starter MVP, CONSILIO offers a complete package that enables a cost-effective entry into holistically designed sales structures.

With an all-around view of its customers and every interaction, sales can build customer-centric relationships that lead to higher sales and long-term customer loyalty. But this is only possible with adequate software solutions. Traditional, but still very widespread, non-integrated methods such as data entry with various tools like Outlook or Excel do not achieve this. In this case, companies are usually faced with data silos that can only be accessed by selected employees of one department or division. For example, marketing, sales or service have different contact lists - there is usually no reconciliation of data records. Customer relationships suffer as a result.

Lead to Cash

Example: Let's assume that a long-time customer, who brings in a considerable amount of revenue per year, has a problem with a product and therefore contacts the service department. In this situation, it would be extremely helpful for the service department to have all the information about the customer. This would enable them to use the data to prioritize the request or target goodwill services - optimizing customer satisfaction and strengthening customer loyalty. Without the 360-degree view, even the best customer would be treated quite normally - which could lead to keeping an eye on the competition as well. In order to generate sustainable competitive advantages - i.e., to set themselves apart from their market competitors - companies need software solutions that bundle data on customers so that the information is transparent and accessible to all specialist departments. This is the only way to ensure that everyone responds correctly to customer inquiries of all kinds. To ensure this, SAP Sales Cloud has functions such as sales automation, intelligent sales functions, mobile activities and enables comprehensive integration into the company's system landscape.

SAP Sales Cloud: The most important innovations at a glance

To understand its customers, a company needs a 360-degree view of the customer. It is based on seamless processes across departments. In other words, there can be no successful processes and applications without an end-to-end supply chain of data. SAP Sales Cloud offers a platform that bundles all important data from new and existing customers - from the first contact to after-sales service. The solution's key innovations include:

Sales force automation

  • Lead-to-Cash: Increase revenue by leveraging connected lead, opportunity, and quote processes.
  • Dashboards: Sales productivity and collaboration is optimized using interactive dashboards and real-time customer analytics.
  • Email integration: Sales time and processes are significantly reduced through integration and synchronization with Microsoft Outlook or Google Gmail.

Intelligent sales functions

  • Lead Scoring and Guided Selling: Using targeted lead scoring approaches and guided selling, leads and opportunities are prioritized and processed more efficiently.
  • Machine Learning and AI: Using AI recommendations and action guidance based on machine learning, deals are closed more easily.
  • Pipeline Management: Intelligent forecasting and visual pipeline analysis help focus on the most relevant and promising opportunities.

Mobile Aktivitäten

  • Offline: Dank der nahtlosen Offline- und Online-Funktionalitäten können Vertriebsmitarbeiter überall und jederzeit produktiv arbeiten.
  • Besuchsmanagement: Vereinheitlichung der Besuchsplanung unter Einsatz personalisierter Aktionspläne und dynamischer Besuchsumfragen verbessern Vertriebsaktivitäten im Einzelhandel und Außendienst.
  • Perfect Store: KPIs und Echtzeitinformationen werden genutzt, um die Leistung jedes Standorts zu verbessern.

Comprehensive integration

  • Cross-application processes: Provide sellers with fast and interconnected insights by drawing on data from upstream and downstream systems.
  • Backend integration: Integration of master and transaction data from the S/4HANA system can be used to map cross-application end-to-end processes from lead to payment receipt.
SAP Sales Cloud: Master Data

MVP Sales Starter: Inexpensive turnkey solution for the sales department

Based on the experience gained from numerous projects with customers from different industries, the experts at CONSILIO have knitted a package that enables entry into the cloud in a cost-effective and professional manner. The basic package contains all the important modules and functions, which can be adapted or modified according to requirements.

The standard version includes the following services and modules:

  • Kickoff Workshop
  • Process analysis & implementation of customer & contact, lead, activity, and opportunity management
  • Groupware integration (Microsoft Outlook & MS Teams)
  • Key user training
  • Configuration of authorization roles
  • Cutover & Go-Live
  • Hypercare
  • Initial system setup & scoping
  • Project Management
  • Offer, order, contract, visit, competitor, territory, ticket, and product management as part of process analysis (optional)
  • Customized integration of master and transaction data in the context of the lead-to-cash process (optional)
SAP Sales Cloud transactions

Conclusion

With the MVP Sales Starter Package from CONSILIO, companies receive a complete solution that can be individually expanded and that creates a solid basis for successful, personalized interactions with customers. Reason: CRM-supported work offers deep insights into customers through precise forecasts of customer behavior (predictive analytics) in order to identify their needs and trends in good time and thus strengthen loyalty. This results in personalized customer communications for an optimized customer experience. For example, the consulting company mgm has used the MVP Sales Starter Package to bring its interactions with customers up to date.

To unlock the full potential of SAP Sales Cloud and connect it to an SAP system landscape, users should turn to partners like CONSILIO. They have in-depth experience in different industries and know which functions offer the greatest potential for established business processes.

Modern lead, opportunity and campaign management is essential in order to strengthen and expand customer relationships and to differentiate oneself from market competitors. SAP Sales Cloud helps users to better network all customer-related areas in the future and thus to make customer relationships completely transparent for the relevant departments.

Rasim Özkan, Senior Consultant SAP CX CONSILIO GmbH Contact me

Further information:

To the S/4HANA Transformation department