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Process documentation Inbound Telesales Locate the document in its SAP Library structure

 

Purpose

In Inbound Telesales, both customers and sales prospects (consumers or enterprises) contact the Interaction Center of an enterprise and wish, for example, to place an order. Furthermore, customers often ask for information about products or services before placing an order, or they wish to gain information on the status of business transactions that have already been processed.

 

Prerequisites

Technical Prerequisites

CRM System Activities

CRM Customizing Activities

Note

In this activity, you specify the transaction types that should be used in the Interaction Center.

 

Process Flow

The following graphic shows the process flow of Inbound Telesales in the Interaction Center.

Note

The process flow shown here refers to the sale of products only. It is possible to sell products and services together in a transaction.

This graphic is explained in the accompanying text

  1. The customer communicates with the Interaction Center, that is, dials the sales department telephone number.
  2. An agent answers the contact.

If you are using the CRM Business Routing, the responsible agent or agent group is determined and the customer is transferred directly to the agent or queue accordingly. See Link to external websiteBusiness Routing.

  1. The agent identifies the business partner using the Link to external websiteBusiness Partner Search (or, the business partner has already been identified using ANI. See also Link to external websiteCIC Application). If the business partner is not available, the agent creates a new master record. The agent can change business partner data as required.
  2. The agent uses the interactive scripting as required (Link to external websiteInteractive Scripting for support during Telesales.
  3. When the customer has communicated his product requirements, the agent provides information on the products and sends him this information, if necessary. For this, the agent opens the Link to external websiteproduct information component in the Interaction Center application area, that is, the agent displays the information by double-clicking a product and selecting the tab page Documents from where product information can be Link to external websitesent by e-mail
  4. The agent creates a quotation or a sales order for the required products. See also Link to external websiteProcessing Sales Transactions in the Interaction Center.
  5. Note

    If this order is a release from an existing contract, you get a message that refers to any existing contracts. Further process flow takes place as described here.

  6. The agent recommends products related to the business partner and displayed in the Interaction Center. Link to external websiteTop n products are included here as well as products from Link to external websitepartner/product ranges. See also Link to external websiteUsing Product Proposals.
  7. The business partner makes his selection from his required products.
  8. The agent recommends further products that are related to those products already in the sales transaction. These can be either Link to external websitecross or up-selling products. See also Link to external websiteUsing Product Proposals. The agent has the possibility to recommend a proposed quantity based on earlier orders and to transfer this directly to the order. See also Link to external websiteQuantities in Product Proposals.
  9. The customer considers the proposed products and quantities and decides in favor of or against these.
  10. The agent copies the appropriate products into the order, adjusts the quantities or leaves them as they are.
  11. The order or quotation is saved and Structure linksales order processing either takes place using Billing in SAP R/3 or Billing in SAP CRM.
  12. Note

    These sales order processing processes are "straightforward" cases, that is, a sales document is created and further changes are not made. In Telesales, however, a sales document can be influenced by further product proposals or customer requirements. The process is then adjusted accordingly.

  13. The customer accepts the delivery dates if they meet his requirements.
  14. The agent completes the Link to external websiteinteraction record.
  15. The agent ends the contact and can then receive the next call / contact.
  16. Relevant key figures from interactions in the Interaction Center are transferred to the SAP Business Warehouse (SAP BW).

 

 

 

 

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