Sovanta sales companion_EN

Sales Companion supports sales representatives with their most

Important task: Convincing the Customer

sovanta® Sales Companion

Page 2All rights reserved© sovanta AG, 2013

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

Agenda


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® Sales Companion – Business Challenges


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® Sales Companion – Convincing the customer


Preparation

When preparing a meeting with a customer or prospect, Sales Companion provides you a 360 degree view of the latest situation:

Latest news about company visited

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

Presentations, product brochures, whitepapers, contract templates and other documents

sovanta® Sales Companion – Preparing customer 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® Sales Companion – During the meeting


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

Send documents e.g. presentations directly to customer by e-mail

Save presented documents in CRM system to ensure good data quality

sovanta® Sales Companion – Follow-Up


sovanta® Sales Companion – Main Benefits

Improved productivity of field sales representativeWhenever 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® 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 yourbusiness device platformsFor iOS (available) and Windows 8 (Q4/2013)

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

For the Business For the IT

High User-ExperienceThe user-friendly interface is optimized according to your sales processes and specific requirements

Simple and intuitive usageNo training required

Reduced time and effort for maintain CRM-SystemMore 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 officeHigher flexibility, because you can send and annotate documents and information at every time and everywhere

For the End-Users


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® Sales Companion – Info Center


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® Sales Companion – Meetings


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® Sales Companion – Customers


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® Sales Companion – Leads


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® 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® 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


Get an overview of your Settings of the app:

Application Settings

Connected Social Media Accounts e.g. Twitter, LinkedIn

Document Server Configuration

sovanta® Sales Companion – Settings


sovanta® Sales Companion – Architecture and Deployment Options

Direct Connection via Gateway

Connection via SMP on-premise

Connection via SMP Cloud

1) 2) 3)

SAP CRM

Tablet

SC Add-On

SAP NWGateway 2.0

Tablet Tablet

SMPon-premise

SMPCloud

SAP NWGateway 2.0

SAP NWGateway 2.0

SC Add-On SC Add-On

SAP CRM SAP CRM


sovanta® Sales Companion – Architecture (Details)

Mobile

Device

Connection

Frontend

iOS App

Win8 App (Q4/2013)

SAP security andauthorisation concept

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)

OfficeDocuments

NewsFeed

SocialMedia

GroupwareSAP

HANA Analytics(optional)

SAP CRM

SC Add-On


Extensibility

Colours can be adapted to your CI/CD guidelines

Appearance of Widgets is customizable

Content can be extended with new Widgets

sovanta® Sales Companion – Extensibility


sovanta® Sales Companion – Colour Adaption

The colours of the sovanta® Sales Companion App canbe adapted to your CI/CD guidelines


sovanta® Sales Companion – Colour Adaption

Examples for Windows 8 CI/CD colour adaption


sovanta® Sales Companion – Widget-Customizing

a

b

The display of contents and widgets can be completelycustomized


sovanta® Sales Companion – Modular Composition

The array of widgets can be easiliy optimized according to yourcompany‘s requirements and processes


sovanta® Sales Companion – Extensibility

Contents of the app are easily expandable with widgets, which displayyour company-specific data and information.


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 cross-selling 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.

Business App | sovanta® Sales Companion