In Mind Cloud - Product Release - 2102

© In Mind Cloud. All rights reserved.
Digital Sales Platform
21/02
ReleaseBrief
The 21/02 release of our Digital Sales Platform brings many
features to further improve user experience and efficiency. CPQ
users now have a new, much more visual configuration experience.
Commerce users can configure and submit inquiries (for large
items) or browse non-installed base machines to find the spare
parts they need. CRM users gain even more efficiency and
reliability when using the system from their Email & Calendar with
server-side sync.

What is new in our
21/02 Release?
Features-at-a-Glance
Commerce
 Machines (Find Parts & Related Consumables)
 *Submit Inquiry for Configurable Machine (BETA)
 Screen Configuration
 Custom Tabs - Embed landing pages
 Technical view for Sealed variants
 Configure pricing relevant fields
 Flexibility to use Material Group hierarchy as selling tree
 Address Management enhancements
 Delegating user maintenance to customer contacts
 Re-Direct to Checkout on Re-Order
 Enrich product marketing rich text with excel upload
CPQ
 New Configuration UI
 Navigation & View Setting
 Characteristics Visualization
 Process, Effectiveness & Integrity Updates
 Progress status & %, Prevent Immediate Update
 Help Assistance (Upload files)
 Variant Matching assistance
 Material Variant (Technical Specification View )
 Product Overview enhancements
CRM
 Visibility into all commerce orders for employees
 Outlook Integration Enhancements
Core Services
 Security: Configurable Password Policy, Forgot Password Workflow
 Attachments: store links, configure attachment types
* Beta version available for selected ramp-up customers

Commerce
What are the BENEFITS?
The smart way to lead your
customers to buy the right spare
parts and consumables – anytime,
from anywhere.
Get your digital commerce initiative up
and running fast with a scalable
platform that’s modular, extensible,
cloud native, and provides 100% digital
process coverage.
Open a new sales channel and
extend your digital sales processes
to provide best-in-class customer
experience and earn loyalty.

Allow customers to browse machines, even if their installed base information is not correctly registered,
or if they bought the machines from another vendor. Use the visual product finder to easily find and order
spare parts, related products, or consumables.
Machines (Find Parts & Related Consumables)
Benefits
 Reduce friction for customers. Allow them to quickly
find matching parts, consumables visually w/o the
product name or SKU.
 Quickly access other relevant information (i.e.
manuals, specs, etc.).
Features
 Visual product finder helps customers find and buy
products faster
 “You May Like” section automatically recommends
related consumables
Additional Notes
 New navigation menu for “Product” and “All” which
works like “Consumable” and “Spare Parts.” The
only difference is, for products the classification is
“Product” and for “All” it’s Spares, Consumables or
Products.
AUDIENCE
 Commerce Users
Joe Wills
Customer / Distributor
Biz Admin
Sarah Smith
End User

Enable customers to self-sufficiently submit inquiries and quote requests via the customer portal. They
can browse and configure machines, add consumables or submit inquires 24/7, increasing the overall
deal size. This helps your sales team to jumpstart the negotiation process and significantly reduce the
sales cycle.
Submit Inquiry for Configurable Machine (BETA)
Benefits
 Gather important info related to the sales cycle to
have relevant and impactful conversations with your
customer.
 Reduce sales cycle by knowing exactly what your
customers need before the initial engagement.
Features
 Browse and get information on machines.
 Specify configuration preference (optional).
 Help customers add consumables and spare parts to
increase deal size.
 Fully configured inquiries that result in fast quote
creation.
 View inquiries raised by customers or others in
organization based on permissions
Additional Notes
 Enable “Commerce Inquiry” using Boolean setting
string.
 BETA feature: Not recommended for productive use.
AUDIENCE
 Commerce Users
Joe Wills
Biz Admin
Sarah Smith
End User

Embed external content and applications to offer value-added features in your commerce site, such as ticket
management systems, account 360 information, analytics and dashboards, and much more. Commerce
administrators can utilize 3rd party API’s or websites, leverage multiple different authentication methods and
ingest user-contextual information such as contact and related account information for a better user
experience.
Screen Configuration – Custom Tabs
Benefits
 Empowering Commerce users to access more
data. E.g. analytics, service tickets, extended
application definitions, additional account data, etc.
 Embedding of applications into Commerce to
expand capabilities.
Features
 When defining custom tab in Commerce, instead of
selecting a static URL you can select a destination
service defined for “Commerce Global Navigation”
 Define destination service in SAP Cloud platform in
context of “Commerce Global Nav”.
 The context is passing parameters from user (i.e.
email address, account ID, name, etc.).
Additional Notes
 Configuration via SCP Cockpit to configure
destinations and parameters that are to be passed.
AUDIENCE
 Commerce Users
Joe Wills
Biz Admin
Sarah Smith
End User

Providing an easy, smooth checkout process is just as essential as ensuring data integrity and quality.
Input fields during checkout can now be flagged to indicate a server-side validation. E.g., the Shipping
Address is required to be validated upon entry as there may be a change in pricing behavior. If so, the
toggle switch for the fields 'Validate' can be set to 'True’.
Screen Configuration - Pricing Calls
AUDIENCE
 All Users
Benefits
 Smoother checkout process that ensures data quality
and higher conversion rates.
 Improved speed performance for faster checkout.
 Pricing changes are reflected instantly when any
relevant fields are updated to ensure penny-perfect
pricing.
Features
 Automatic validation of pricing relevant fields with
“Validate” flag
 A Round-Trip will not be triggered in the system to
validate entries when the Billing and/or Shipping
Address is entered.
Additional Notes
 Done via Commerce Administration -> Screen
Configuration.
All Users

Classified products now be added to cart and checkout. These classified products have pre-defined values
for each characteristic, enabling customers to choose from a set of pre-defined products, increasing the
overall wallet share. The pre-defined characteristics – also referred to as technical specification – can be
rendered in a tabular or list view mode on the product detail page.
Screen Configuration - Technical view
Benefits
 Designed for smooth sales of pre-configured
variants of machines
 Increased wallet share by offering more products
on Commerce portal
 Enriched product details to help customers make
informed purchase decisions
Features
 Enable classified or sealed variants in Commerce
portal
 Configuration of technical view (Tab or List)
 More support for “add to cart” and “check-out”
functions
Additional Notes
 Screen Configuration
AUDIENCE
 Commerce Users
Joe Wills
Biz Admin
Sarah Smith
End User

Bill-to and Ship-to address can be maintained in two places: either directly on addresses tab, or as partner
functions. We now support both address sources when selecting the customer’s address. Administrators can
choose to use the address information maintained on the account as a fall-back scenario, or let customers
change them when checking out their purchases.
Address Management
Benefits
 Default address based on Ship-to & Bill-to
partner functions replicated from ERP.
 Ship-to and Bill-to address if maintained on
Account Addresses is appended to the list.
Features
 In case Partner functions like Ship-to and Bill-
to are not correctly maintained, the address
can be selected from the addresses tab.
Additional Notes
 SettingBoolean to control whether or not to
append from address data.
AUDIENCE
 Commerce Users
Joe Wills
Biz Admin
Sarah Smith
End User

Reducing user administration overheads becomes critical when you have 100s or even 1000s of customers.
You can now let your customer contact decide which other contacts should be given access to Commerce and
in what role. The level of permissions can be easily fine-tuned on a user level, providing more flexibility and
granularity to the access management of Commerce.
Delegating User Maintenance to Customer Contacts
AUDIENCE
 Commerce Business Admin
Benefits
 Increase level of self-service for customers and
free-up administrative resources.
 Empowering Commerce business administrators
to create/delete users and manage access
permissions.
Features
 Create/delete users
 Assign pre-defined roles
 Manage permissions on role and user level
Additional Notes
 Available to Business Administrators
Joe Wills
Biz Admin

Theming Enhancements
• Providing a delightful buying experience
• More flexibility to adhere the Commerce site to your Corporate Design by adding
additional areas to theming component and also support of opacity / alpha parameter
for transparent colors
Material Group and Product Category
• Improved flexibility to decide which attribute is used to define the selling tree structure
when organizing products for Commerce.
• Commerce Header Navigation supports now both, Material Group and Product
Category
Search
• Find products easier, faster and more accurately by supporting implicit wild card search
Re-Direct to Checkout on Re-Order
• Enhanced flexibility when re-ordering products, the system now redirects to the
Checkout Screen where addtl. changes can be made (e.g. update of PO, shipping /
billing address, etc.)
Upload Rich Text
• Mass upload of formatted description is now easier for any object
Misc. Enhancements

Create the best matches to your
customers’ needs within minutes
and eliminate errors in
configuration, costing, pricing, and
orders.
Accelerate your manufacturing sales
by delivering made-to-win quotes,
accurately generated through tight
manufacturing backend integration.
Guide your users to successful
sales execution with a smart UI that
steers their focus to required actions
during the sales cycle and beyond.
CPQ

Supportive visuals can help improve product configuration accuracy and speed. It empowers users to
make better, more informed decisions. This is done by displaying the right content in the workspace, with
assistance from the help panel. The attractive new UI is highly configurable, and process optimized. It is
designed to help users become more accurate and efficient.
New Config UI - Introduction
Benefits
 Navigation menu guides user to many configuration
options and indicates progress
 Faster and more efficient product configuration
 User-friendly, guided, process-oriented configuration
Features
 Easy navigation across configuration knowledge base
 Structured and easy to understand UI
 Missing fields or errors are highlighted for the user’s
convenience
 Side panels for assistance and more
 New visual configuration components
 Micro-actions, filtering and UI preferences
 Inline Error messages and tool-tips
 Expert labels with ERP data and names
Additional Notes
 View and Filter settings
 Configuration process can be enabled
 Enriched ERP-model with updated information
AUDIENCE
 Primary use by Quoting Sales
Force
 Applicable to any user / role

Configuration Navigation provides easy access to the configurable items, and related sections. Steps that
the user missed during configuration are also highlighted to help users complete the process. Tool-tip
support provides users with additional help in the configuration process.
New Config UI: Configuration Navigation
Benefits
 Navigation menu guides user to many configuration
options and indicates progress
 Faster and more efficient product configuration
 User-friendly, guided, process-oriented configuration
Features
 Easy navigation across configuration knowledge base
 Structured and easy to understand UI
 Missing fields or errors are highlighted for the user’s
convenience
 Tool-tips for incomplete help
AUDIENCE
 Primary use by Quoting
Sales Force
Configuration Navigation shows
(finished) material variant
Configuration Navigation with
configurable line item and configurable
child line item
Configuration Navigation shows errors
on groups (next steps for user)

Intuitive UI controls can enrich a manufacturer’s configuration knowledge. It serves the user better when it
is easy for users to perform data entry and configuration tasks. These controls can help users understand
the product better and be more effective when they have the options at hand. For example, if there are 6
options available, friction is reduced when all 6 options are immediately available for selection (with or
without visual aids).
Characteristics Visualization & View Settings
Benefits
 Configure with modern visual support
 Intuitive controls help present information according to
requirements, and guide users through the
configuration process.
Features
 More representations added for data control elements
 “Legacy” UI controls that users are familiar with will
remain
 Visual representation is defined during onboarding,
when product knowledge base is created.
 Visual representation can be conveniently uploaded
via excel by setting the column with the right Boolean
set up
Additional Notes
 “Legacy” elements remain but with visual experience
improvements
AUDIENCE
Sales Force

Users can now complete configuration more effectively. They are guided along the configuration process,
one line at a time. In cases where child line items are exploded, users can still continue with configuration.
The system highlights next steps, and which configurations should be done manually or by the system.
Workplace filters also improve overall efficiency by guiding users directly towards the goal.
Process, Effectiveness & Integrity Updates
Benefits
 Process-oriented end-to-end configuration
 Follow an end-to-end configuration process without
leaving the configuration workspace
Features
 Progress indication helps users see how much
configuration work is left
 Quote & Line-Item Configuration Progress
 Inline error message to indicate what went wrong
 Revert and empty configuration steps – to resolve
configuration inconsistency
 Shortened configuration time by reducing
unnecessary backend-updates
 Business filter tags for characteristics by focusing on
right set of fields and removing clutter
 Configuration source (user or system) helps indicate
which option is set by user or system
 Use custom BAPI to read tables from ERP
 Errors reflected
within navigation
 Errors reflected within
characteristics
 Click on (x) to empty
 Click on Revert icon
to go back to Default
AUDIENCE
Sales Force

Help Panel Documentation
Configuration accuracy and efficiency is improved by helping the user make informed decisions. The Help
Panel comprises documentation with rich text and visual content. It is accessible from anywhere in the
configuration workspace, even while the user is configuring a product. Besides support, users can easily
attach important files to the quote during the configuration process.
Benefits
 Easy new user enablement & onboarding
 Users can easily include additional documentation,
links and images to enrich quote
Features
 Access support in local language
 Characteristic options are shown in single list within
help & images
 Enriched content with visual aids (images and
videos)
 Drag & Drop function for file uploads
 Review line-item attachments without leaving screen
 Each item is documented (line item, groups,
subgroups, characteristics, range values)
 Visual indication of where rich text help is available
 Browse next item in configuration easily
Additional Notes
 Documentation may consume a vast amount of
storage resources. Users are advised to decide
which part of the documentation to enhance with
images and videos.
AUDIENCE
Sales Force

Variant matching helps identify material variants that match the user’s configuration. This helps sales reps
find pre-configured variants that meets customer needs and sell from existing stock. Users can preview the
material variants and find matching attributes. They can also copy the configuration and customize it further.
Alternatively, they can simply replace the existing item, or add variant into the item list. These functions help
speed up configuration and improve customer satisfaction.
Variant Matching Assistance
Benefits`
 Shorten configuration time
 Sell from existing stock
 Eliminate cumbersome UI switching
Features
 Find matching variant to current configuration
and decide on next action with 100% accuracy
 Product Finder for matching variants
 Preview, Copy, Replace or Add Variants
Additional Notes
 n/a
AUDIENCE
Sales Force

Side Panel – Variant Material Finder
After customer requirements have been filled, the usual practice is to trigger a product search. This step
performs variant matching and helps the sales rep in the selection of variant material for configuration. Once
suitable variants have been found, they can be previewed to find out what their characteristic options are. The
next step is to execute the right action: Copy characteristics into the configurable material as a new starting
base or replace the configurable with the sealed variant. Alternatively, the variant can simply be added to the
quote by using the add-command.
Benefits
 Full quotation flexibility with configuration tool
 Support Industry 4.0 variant matching
 Faster configuration with the option to copy & edit
values from classified products.
Features
 Launch product finder in assistance panel
 Preview variant with matching options
 Replace – Replace configuration with classified
product
 Add – Add classified product to existing
configuration
 Copy – Copy & modify values of classified product
(New feature)
Additional Notes
 Feature parity to sunset legacy configurator UI
AUDIENCE
Sales Force

The Technical Specification View provides a quick overview of each material variant. Users will not be
able to edit characteristics.
New Config UI: Material Variant
Benefits
 Easy to read tabular structure for material variant
Features
 Structured and simple to understand UI
 Side panels for assistance and other functions
 Products flagged as Classified Product (a.k.a Material
Variant) will be displayed in this view in the new
configurator UI
Additional Notes
 n/a
AUDIENCE
Sales Force

Configurable Material Material Variant
Product Overview Enhancements

Boost your efficiency with your
CRM always in sync with Outlook
data – be it contacts, emails,
or meetings.
Automate, simplify and accelerate
the full lead-to-order process across
regions and departments to reduce
cost-of-sales.
Master your opportunity priorities,
and always focus on the most
profitable deals with customizable
analytics dashboards.
CRM

Commerce allows end-customers to self-service their Aftersales needs. Orders placed through the Commerce
portals are now visible in the manufacturer’s CRM. This feature provides insights into the customer’s buying
history and behavior. Sales Reps and Distributors can review the orders in CRM. 21/02 is the first step in a
3-step approach to our platform. It focuses on merging order objects and building a unified UI.
Visibility into All Commerce Orders for Employees
Benefits
 Enable true 360 account overview in CRM.
 Enable sales reps visibility into customer orders
via Commerce
.
Features
 Order information (including line items) placed via
Commerce.
 UI profile enabled to display / hide the Order work
center.
 Groovy Flexibility and Parity with CPQ and CRM
orders.
Additional Notes
 Orders work center can be disabled via UI Profile
when not needed.
 Additional migration steps required after upgrade.
AUDIENCE
 Sales Reps
Sarah Hong
Sales Rep

21/02 further improves activity-related features that boost sales’ productivity. It is done by semi-
automating various tasks and adding new features in activity management.
Outlook Integration – Server-Side Sync & More
(*) available end of FEB only
(**) also available without Outlook integration
Server-Side Sync
• Contacts; bi-directional
synchronization of contact
information.
• Emails; synchronizing emails
via categories and / or by
dragging / dropping into
specific folders or manually
(via Add-in)
Outlook Add-In
• Rich text support on emails /
meetings (*)
• Email Compose feature
• Create w/ additional fields
(Account, Contact,
Opportunity, Quote)
• SSO Support
Admin Features
• Admin UI (mass provision of
users, including remote add-
in installation, monitoring)
AUDIENCE
 Mainly Sales Reps
Sarah Hong
Sales Rep
Activity Management
Improvements (**)
• Internal Notes on Activities
• Discover Contacts for Meetings
Benefits
 Server-side synchronization with Outlook
and Gmail reduces manual population of CRM.
 Enriching CRM with a more complete
interaction history.
 Building the foundation for advanced analytics
around activities and engagement.
Features
 Internal Notes on all Activities
 Discover contacts for meeting
 Server-side sync (select objects)
Additional Notes
 Outlook and Server-side sync requires
additional licenses

21/02 further improves activity-related features that boosts sales’ productivity. It is done by semi-
Server-Side Sync
• Contacts; bi-directional synchronization of
contact information.
• Emails; synchronizing emails via categories
and / or by dragging / dropping into specific
folders or manually (via Add-in)
Outlook Add-In
• Rich text support on emails / meetings (*)
• Create w/ additional fields (Account, Contact,
Opportunity, Quote)
• SSO Support
Admin Features
• Admin UI (mass provision of users, including
remote add-in installation, monitoring)
Activity Management Improvements (**)
AUDIENCE
Sarah Hong
Sales Rep
Benefits
Features
Additional Notes
additional licenses

Server-Side Sync
Outlook Add-In
Opportunity, Quote)
• SSO Support
Admin Features
AUDIENCE
Sarah Hong
Sales Rep
Benefits
Features
Additional Notes
additional licenses

Server-Side Sync
• Emails; synchronizing emails via categories and
/ or by dragging / dropping into specific folders or
manually (via Add-in)
Outlook Add-In
Opportunity, Quote)
• SSO Support
Admin Features
AUDIENCE
Sarah Hong
Sales Rep
Benefits
Features
Additional Notes
additional licenses

Benefits
Features
Additional Notes
additional licenses
Server-Side Sync
Outlook Add-In
Opportunity, Quote)
• SSO Support
Admin Features
AUDIENCE
Sarah Hong
Sales Rep

Get deep, actionable insights, and
achieve the lowest cost-of-
ownership with one integral data
model and service layer across
CRM, CPQ, and Commerce.
Simplify your entire sales process,
achieve the highest agility and
maximize adoption for every sales
situation.
Quickly adapt Manufacturing X to
your manufacturing sales needs
with an extensibility concept that
uses Low-Code or No-Code
Extensions, and Open APIs.
Core Services

Data is the new gold in today’s connected world. However, cyberattacks and data breaches are occurring
daily compromising data security. In this case, a strong password policy (based on corporate standards) is
key to a secure IT environment – a must-have for all businesses.
CORE SERVICE: Password Security
AUDIENCE
 All users
Benefits
 Reduce risk of brute force attacks with more
secure password combinations.
 Eliminate risks of users being locked out.
 Available for all applications (CRM / CPQ and
Commerce).
Features
 Streamlined password reset workflow with links
that expire after 24 hours.
 Define password policy, setting parameters like
password composition (password strength) and
password length.
 Available across CRM / CPQ / Commerce
Additional Notes
 Done via Administration
 No upgrade impact. The user’s old password will
continue to work until the password is reset. After
which users will be prompted for a new password.
 A new email template is to be used.

Cross-functional collaboration and documentation is an essential element of a digital workspace. In this latest
update, our platform can now store attachments as URLs/links (for items stored in external services like
Dropbox or Sharepoint) on all business objects.
CORE SERVICE: Attachments
Benefits
 Improve cross-organization collaboration by
sharing links to Sharepoint / Dropbox / Box / etc.
folders.
 Centrally store documents for sales cycles,
product information, etc.
Features
 Store links as attachments
 Ability to create new attachment types
 Link to Document Storage, external sources, etc.
 Categorize attachments.
Additional Notes
 Configuration via Master Data Management
‘AttachmentUsage’. Settings to disable usages for
links / files.
AUDIENCE
 All users
Links / URLs
Files

D i g i t a l i z e Yo u r M a n u f a c t u r i n g S a l e s
EUROPE & NORTH AMERICA | ASIA

In Mind Cloud - Product Release - 2102

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