Sovanta sales companion_EN

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More sales success through the optimal support of your sales representatives with mobile business applications

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Sovanta sales companion_EN

  1. 1. sovanta® Sales Companion Sales Companion supports sales representatives with their most Important task: Convincing the Customer
  2. 2. Agenda  Business Challenges  How Sales Companion supports Sales Representatives to sell more  Prepare customer meetings  Conduct customer meetings Perform perfect follow-ups   Main Benefits  Solution Architecture © sovanta AG, 2013 All rights reserved Page 2
  3. 3. sovanta® Sales Companion – Business Challenges  Sales representatives are permanently under pressure to achieve their sales targets  For best insight, they need a 360 degree view at their customers and prospects at any time  They have to prepare, perform and follow-up customer meetings  Admin activities for data maintenance should be reduced to a necessary minimum but with excellent data quality © sovanta AG, 2013 All rights reserved Page 3
  4. 4. sovanta® Sales Companion – Convincing the customer Solution Overview  Sales Companion supports field sales representatives with their most important task: Convincing the customer  The app provides everything required to prepare and conduct sales meetings and perform perfect follow-ups  Providing the right information and functionality, always in the context of the respective customer, lead, opportunity and step in the sales process  This includes data from many sources like  News Feeds, e.g. Google, Bing  Social Media, e.g. LinkedIn, Twitter  SAP CRM / ERP  Office Documents  Groupware (e.g. Microsoft Exchange)  Analytics  and others © sovanta AG, 2013 All rights reserved Page 4
  5. 5. sovanta® Sales Companion – Preparing customer meeting Preparation When preparing a meeting with a customer or prospect, Sales Companion provides you a 360 degree view of the latest situation:   Latest updates of meeting participants in social media platforms like Twitter and LinkedIn  Calendar Information for the meeting (Exchange Calendar)  Up-to-date information from CRM about the customer  KPIs based on customer profile and several analytics provided by SAP HANA  © sovanta AG, 2013 Latest news about company visited Presentations, product brochures, whitepapers, contract templates and other documents All rights reserved Page 5
  6. 6. sovanta® Sales Companion – During the meeting Conduct During the meeting Sales Companion supports with:  Customer presentation right from the tablet computer  Look-up of required documents  Capturing notes and action items  Annotate documents and collaborate with your sales back office © sovanta AG, 2013 All rights reserved Page 6
  7. 7. sovanta® Sales Companion – Follow-Up Follow-Up After the meeting, Sales Companion supports the sales representatives with:  Creating a meeting report, also using speech to text  You can maintain the CRM system by doing only a few taps, due to the fact that most part of maintenance is automatically done by preparing the customer meeting  Leveraging all information presented   © sovanta AG, 2013 All rights reserved Send documents e.g. presentations directly to customer by e-mail Save presented documents in CRM system to ensure good data quality Page 7
  8. 8. sovanta® Sales Companion – Main Benefits For the Business  Improved productivity of field sales representative Whenever data retrieval can be automated, Sales Companion does it  Increasing sales through improved information access and proactive cross-selling proposals based on customer preferences  Proactive decision support and detailed insights through the combination of mobile technology, SAP HANA and social networks  Higher customer satisfaction through better information  Leading to improved CRM data quality through higher engagement of sales representatives and the tight integration with social media. It is e.g. possible to update CRM leveraging information from LinkedIn or Twitter.  Better coordination of sales activities, through an optimal overview  The app is easy extensible and customizable to your specific requirements and contents © sovanta AG, 2013 For the IT  sovanta® Sales Companion App is easy extensible and customizable to your specific requirements: - Customizable widgets - The array of the widgets is customizable to your sales processes - Contents are easily expandable with new widgets - Colour adaption of the app UI  Flexible deployment options There exist 3 architecture and deployment options: - via Gateway - via SMP On-premise - via SMP Cloud  Usage of your SAP security and authorization concept  Native built application for all your business device platforms For iOS (available) and Windows 8 (Q4/2013) For the End-Users  High User-Experience The user-friendly interface is optimized according to your sales processes and specific requirements  Simple and intuitive usage No training required  Reduced time and effort for maintain CRM-System More time to concentrate on the essential, which are Sales activities that convince the customer  Everything needed in one application, sovanta® Sales Companion provides a perfect 360° overview about customers, leads, opportunities, contacts and events  Collaborate with your back office Higher flexibility, because you can send and annotate documents and information at every time and everywhere  sovanta® Maintenance Service & Support sovanta will maintain all upcoming iOS and Windows 8 releases and supports you in all your IT issues: - Implementation and Configuration of the Sales Companion Add-on - Implement your Mobile Platform - Advisory for your Mobile Devices Strategy - Mobile Device Management All rights reserved Page 8
  9. 9. sovanta® Sales Companion – Info Center Info Center provides overall information for sales reps at a glance, always in the context of your customers, your opportunities and your contacts:  Alerts  Events  News  Social Media Updates  Opportunities  Sales Performance  To-Dos © sovanta AG, 2013 All rights reserved Page 9
  10. 10. sovanta® Sales Companion – Meetings Get an overview of your upcoming Meeting combining your  MS Outlook Calendar  SAP CRM Calendar  Link customer meetings to the right customer and opportunity in CRM  All your meeting information will be maintained in the CRM system by doing only two taps © sovanta AG, 2013 All rights reserved Page 10
  11. 11. sovanta® Sales Companion – Customers The Customer List shows all your customers and important customer data On the Customer Details you get a full overview of the customer including:  Master Data  KPIs  Social Media  News Feeds  Key People at the customer  Business History  Open Orders  Escalations © sovanta AG, 2013 All rights reserved Page 11
  12. 12. sovanta® Sales Companion – Leads The Lead List gives you an overview about your leads In the Lead Details view you see all information about your lead:  Master Data  Information e.g. lead source  Contacts  Activities © sovanta AG, 2013 All rights reserved Page 12
  13. 13. sovanta® Sales Companion – Opportunities The Opportunity List shows all your opportunities and gives you a preview of the most important key figures On the Opportunity Details you get a full overview including:  Master Data  Product Basket  Product Catalog  Activities  Buying Center  Sales Team  Competitors  Key People at the customer You can easily update opportunity data. Everything will be automatically maintained in the CRM system. © sovanta AG, 2013 All rights reserved Page 13
  14. 14. sovanta® Sales Companion – Contacts The Contact List is your address book with your CRM contacts. You get a full view over your contact in the Contacts Details:  Contact Information  Map  Social Media  News Feeds  Additional Information © sovanta AG, 2013 All rights reserved Page 14
  15. 15. sovanta® Sales Companion – Documents In Documents you can present all relevant sales documents, such as created presentations, videos and images. The app is connected to your company fileserver and therefore, the data is always synchronized. You have a flexible and freely definable folder structure including:  Document preview  Offline mode – Access documents even without the Internet when you are at the customer  Annotation feature – Add comments and notes to your sales documents and collaborate with your back office  Send files directly to customers by e-mail  Search for and within documents © sovanta AG, 2013 All rights reserved Page 15
  16. 16. sovanta® Sales Companion – Settings Get an overview of your Settings of the app:  Application Settings  Connected Social Media Accounts e.g. Twitter, LinkedIn  Document Server Configuration © sovanta AG, 2013 All rights reserved Page 16
  17. 17. sovanta® Sales Companion – Architecture and Deployment Options 1) Direct Connection via Gateway Tablet 2) Connection via SMP onpremise Tablet 3) Connection via SMP Cloud Tablet SMP on-premise SAP NW Gateway 2.0 SMP Cloud SAP NW Gateway 2.0 SAP NW Gateway 2.0 SC Add-On SC Add-On SAP CRM © sovanta AG, 2013 SC Add-On SAP CRM SAP CRM All rights reserved Page 17
  18. 18. sovanta® Sales Companion – Architecture (Details) Frontend  iOS App  Win8 App (Q4/2013)  SAP security and authorisation concept Mobile Device Connection  Connection Three deployment options Backend  SAP CRM 7.0  SC Add-on  SAP HANA Analytics (optional)  SAP Groupware Integration (MS Exchange)  Document Management System (e.g. MS Fileserver) © sovanta AG, 2013 SC Add-On SAP CRM Groupware Office Documents All rights reserved SAP HANA Analytics (optional) News Feed Social Media Page 18
  19. 19. sovanta® Sales Companion – Extensibility Extensibility  Colours can be adapted to your CI/CD guidelines  Appearance of Widgets is customizable  Content can be extended with new Widgets © sovanta AG, 2013 All rights reserved Page 19
  20. 20. sovanta® Sales Companion – Colour Adaption The colours of the sovanta® Sales Companion App can be adapted to your CI/CD guidelines © sovanta AG, 2013 All rights reserved Page 20
  21. 21. sovanta® Sales Companion – Colour Adaption Examples for Windows 8 CI/CD colour adaption © sovanta AG, 2013 All rights reserved Page 21
  22. 22. sovanta® Sales Companion – Widget-Customizing The display of contents and widgets can be completely customized b a © sovanta AG, 2013 All rights reserved Page 22
  23. 23. sovanta® Sales Companion – Modular Composition The array of widgets can be easiliy optimized according to your company‘s requirements and processes © sovanta AG, 2013 All rights reserved Page 23
  24. 24. sovanta® Sales Companion – Extensibility Contents of the app are easily expandable with widgets, which display your company-specific data and information. © sovanta AG, 2013 All rights reserved Page 24
  25. 25. Business App | sovanta® Sales Companion sovanta® Sales Companion supports field sales representatives with their most important task: Convincing the customer    The app provides everything required to prepare and conduct sales meetings and perform perfect follow-ups Providing the right information and functionality, always in the context of the respective customer, lead, opportunity and step in the sales process This includes data from many sources like        News Feeds, e.g. Google, Bing Social Media, e.g. LinkedIn, Twitter SAP CRM / ERP Office Documents Groupware (e.g. Microsoft Exchange) Analytics and others Benefits:  Improved productivity of field sales representative during their most critical tasks. Whenever data retrieval can be automated, sovanta® Sales Companion does it.  Increasing sales through improved information access and proactive crossselling proposals based on customer preferences.  Leading to improved CRM data quality through higher engagement of sales representatives and the tight integration with social media. It is e.g. possible to update CRM leveraging information from LinkedIn or Twitter.  Proactive decision support and detailed insights through the combination of mobile technology, SAP HANA and social networks. © sovanta AG, 2013 All rights reserved Page 25

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