Entering content frame

Function documentation Sales Methodology Locate the document in its SAP Library structure

Use

The quality of the sales process has a huge impact on success. A structured sales methodology, supported by a competent software solution, enables you to manage your sales projects optimally, and thus to increase the effectiveness of the sales process dramatically.

Opportunity Management allows you to construct a sales methodology tailored especially to suit your sales processes.  Your sales employees are coached through the steps of an ideal sales process – from identifying the lead to closing the sale.

Communication in the sales team in enhanced, and key problems can be easily identified. This increases your probability of winning, which in turn enhances the user acceptance of the software.

A best practice example is supplied with the standard configuration, which you can enhance or change.

Prerequisites

All modules can be adapted to support your specific business requirements, that is, you can implement the sales methodology most effective for your customers, products and your sales team.

Information on Customizing is available in the implementation guide (IMG) under Customer Relationship Management -> Transactions -> Settings for Opportunities -> Sales Methodology.

Functional Scope

Sales methodology is incorporated in the following elements within Opportunity Management:

·         Sales assistant

·         Project goals

·         Buying center

·         Competitor analysis

·         Opportunity assessment

·         Opportunity plan

Prerequisites

The indicial elements in sales methodology (sales assistant, project goals, buying center, competitor analysis, opportunity assessment) are represented on separate tab pages.

The tab pages in the document are only displayed if the corresponding Customizing has been maintained for the transaction type (for example, the Opportunity assessment tab page is only displayed if a template is defined for the opportunity assessment in the corresponding transaction type).

Information on how to set up Customizing is available in the implementation guide (IMG) for CRM under Customer Relationship Management ® Transactions ® Settings for Opportunities  ® Sales Methodology.

 

Leaving content frame