Getting Started for SAP Hybris Cloud for Sales and Marketing Administrators

Administrators can use this checklist to set up the solution and complete the initial configuration, and also as a reference as they keep things running smoothly as they update settings.

SAP Hybris Cloud for Sales includes the sales and marketing features of SAP Hybris Cloud for Customer.

For information on the system and software requirements, see SAP Hybris Cloud for Customer System and Software Requirements for SAP Hybris Cloud for Customer on SAP Help Portal.

For information on the solution landscape and security, refer to the SAP Hybris Cloud for Customer Security Guide, available on SAP Service Marketplace at http://service.sap.com/cloud4customerInformation published on SAP site. (An SAP Service Marketplace user ID is required to access this information. If you, as an administrator, do not have a user ID, then visit SAP Service Marketplace — at http://service.sap.com/request-userInformation published on SAP site — to request one.)

As a sales administrator, some of the configuration that you define for your sales solution are listed in the sections below:

Activate and Set Up Territory Management

Territory Management encompasses all activities that are required to create and configure a hierarchy of sales territories, and to delegate responsibility at each level of this hierarchy to the appropriate sales representatives.

To activate Territory Management, see Activating Territory Management in the Related Information section.

Define Rules for Lead Assignment

To ensure that all your incoming leads are processed efficiently, you can use lead assignment. For information, see Defining Rules for Lead Assignment in the Related Information section .

Create Workflow Rules

You can create and edit workflow rules to automatically update fields, or send notifications. Notifications are sent to users to inform them when business objects have been changed in the system and about any tasks resulting from these changes.

You can also enable notifications to be sent via e-mail. If you enable this option, then you can predetermine URLs for inclusion in such e-mails to ensure that your users navigate directly to specific items in your solution that require their attention. For more information, see Configuring Workflow in the Related Information section.

Configure Business Task Management

You can configure notifications to be sent for stalled leads and opportunities.

For more information, see Define rules for Lead Assignment and Notification - Opportunity Stalled in the Related Information section.

Create or Migrate Product Categories and Product Data

It is important to have complete and accurate information about all the materials your company offers. This requires you to maintain both product categories and product data — either manually, or by using the migration tool.

For more information on how to maintain product categories, review the Activity List for your project, open the Product Category Hierarchy activity and refer to the system documentation links.

For more information on how to maintain product data, review the Activity List for your project, open the Migration of Materials activity and refer to the system documentation link.

For more information, see Configuring Products or Configuring Product Categoriesin the Related Information section.

Configure Pricing

You can define pricing lists and customer discount lists so that pricing is automatically calculated in your business documents.

For more information about pricing lists and discount lists, refer to Quick Guide for Price Lists and Quick Guide for Overall Customer Discount in the Related Information section.

Enable Map View

You can enable the use of the Map View option that is located under Start of the navigation path Customers Next navigation step Accounts End of the navigation path and Start of the navigation path Visits Next navigation step Visit Planner End of the navigation path.

For more information, refer to Configuring Bing Maps for Accounts in the Related Information section.

Add Reports to SAP Hybris Customer Insight

You can configure which reports are visible in the SAP Hybris Customer Insight mobile application for iPad.

You can also add custom reports that you have created. For more information, refer to Adding Custom Reports to SAP Hybris Customer Insight in the Related Information section.

Configure Involved Parties

You can automatically determine which business partners are involved parties for sales quotes, leads, opportunities, service tickets, or activities by using relationships, party roles and determination rules.

For more information, refer to Party Processing in the Related Information section.

Enable SAP Jam Integration

Integrating your solution with SAP Jam enables you to:

  • Use the SAP Jam feed

  • Create and use groups for accounts, opportunities, products and service tickets

  • Use work patterns to create SAP Jam groups for accounts, opportunities and tickets

For more information about SAP Jam, visit SAP Help Portal, at http://help.sap.com/sapjam.

To leverage the enterprise collaboration capability of SAP Jam in SAP Hybris Cloud for Sales — including the SAP Jam feed and SAP Jam work patterns — refer to the corresponding integration guide on SAP Service Marketplace, at http://service.sap.com/cloud4customerInformation published on SAP site.

Enable Integration with SAP Real-Time Offer Management (optional)

Integration with SAP Real-Time Offer Management (RTOM) is supported via SAP Cloud Applications Studio, also known as the SDK. If you integrate SAP Hybris Cloud for Customer with RTOM via the SDK, then you can adapt the Accounts tab to include fields for offers, then import offers that reside in RTOM into these accounts. Sales representatives can then identify offers that the account has accepted, and create leads from them.

For additional information, see the topic Integration with SAP Real-Time Offer Management in the Related Information section.

For information about SAP Cloud Applications Studio, visit SAP Help Portal, at http://help.sap.com/studio_cloud.

Activate and Configure E-Mail Campaigns

If you plan to use e-mail marketing campaigns, you must first activate campaigns in project scoping. For more information, see Activating E-Mail Campaigns.

You can set up e-mail templates to use for your campaigns. For more information, see Templates for E-Mail Campaigns.

You also need to set export file formats for target group contacts used in e-mail campaigns. For more information, see Creating Campaign Export File Formats.

Enable Avention Integration

Integration with Avention is an optional capability to import additional leads into the solution for use by your sales personnel.

For more information, see Avention Integration.

Configure the Deal Finder

If your solution includes the advanced user option, then you can enable the deal finder to allow users to easily identify leads based on topic and lead scores and add them to their pipeline.

For more information, see Configuring the Deal Finder in the Related Information section.

Enable the Influencer Map

If your solution includes the advanced user option, then you can enable the influencer map, which allows sales users to view top influencers for contacts and employees and to redefine their perceived importance in driving sales.

For more information, see Configuring the Influencer Map in the Related Information section.

Create Users for Partner Contacts

If you want to enable your partner contacts to access the solution, so that you can collaborate with them directly to drive sales with resellers and brokers, or indirect channel sales with distributors, then you must create users for them, as described under Partner Contacts. Once users are created for your partner contacts, then you can assign either business roles or individual work centers or work center views to their users.

Enable Partner Channel Management (optional)

You can scope your solution to activate partner channel management, enabling your users to manage partner programs in your solution, to manage funds for these partners (and monitor associated claims), and to record loyalty management data for these partners. For more information, see Enabling Features in Scoping for SAP Cloud for Sales.

You can also integrate Partner Channel Management in your solution with a partner portal, representing a specific implementation of the SAP HANA Cloud Portal. For more information about this option, see Provisioning Your SAP HANA Cloud Portal for SAP Hybris Cloud for Customer Partner Channel Management on SAP Service MarketplaceInformation published on SAP site. For more information about the SAP HANA Cloud Portal, review the corresponding product documentation.

Activate Deal Registration (optional)

You can scope your system to activate deal registration, allowing channel partners to submit prospective deals for review by brand owners in your organization. Each prospective deal that is submitted in your solution corresponds to a pre-qualified lead that is unique to channel partners, and that brand owners can convert into an opportunity, if desired. For more information, see Activating Deal Registration in the Related Information section.

Configure Design Win Exchange Process (optional)

If your solution includes theSAP Hybris Cloud for Customer then you can enable the design win exchange process to support your organization's high-tech indirect channel sales.

For more information, seeConfiguring Design Win Exchange in the Related Information section.

Enable the Business Card Scanner to Create Leads (optional)

  1. Purchase from ABBYY, at http://cloud.ocrsdk.comInformation published on non-SAP site, the appropriate number of licenses for business card scans for your company.

    As a result, ABBYY sends you the application name and password.

  2. Log on to your SAP solution as an administrator and choose Start of the navigation path Administrator Next navigation step Mashup Web Services Next navigation step Business Card Scanner Service End of the navigation path.

  3. Choose Enter API Keys.

  4. In the dialog box that appears, choose Show API Keys.

  5. Enter the application and password that you received from ABBYY.

  6. Save your entries.

  7. Back on the Web Mashup Services screen, select the Business Card Scanner Service and activate it.

Enable International Address Versions (optional)

You can scope your solution to enable international address versions for accounts, enabling users to record address information in multiple character sets — for example, in the Greek or Roman alphabets, in Cyrillic or Thai script, or in Simplified Chinese or Traditional Chinese, among others. For instructions on how to activate international address versions in your solution, see Enabling Features in Scoping for SAP Hybris Cloud for Sales.

Enable Evernote Integration (optional)

You can scope your solution to integrate your opportunities with Evernote. For instructions, see Enabling Features in Scoping for SAP Hybris Cloud for Sales in the Related Information section.