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Collaborative Sales Force Automation Solutions

Make each sales interaction count by connecting sellers and customers with the right content, insight, and experts

Empower your salespeople to harness collective intelligence and best practices by collaborating across functions and departments. Give them the insight to understand customer needs and deliver flawless sales experiences that exceed expectations every time. With SAP software, you can provide the collaborative sales force automation tools that enable social collaboration, deep customer insight, relevant recommendations throughout the buying process, and visibility across the sales cycle.

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Solution Capabilities

Included Capabilities

Lead Management (Cloud)

Improve sales efficiency and increase revenue with advanced lead management capabilities

Identify and engage top prospects early in the sales cycle with a unified lead management platform from SAP. Gain enterprise-wide visibility into all customer and lead information. Prioritize leads based on intelligent scoring, and qualify them with guided surveys. Streamline the link between marketing and sales to convert more prospects into buyers. And do it all with a cloud-based lead management solution that lowers your total cost of ownership.

Account and Contact Management (Cloud)

Stay focused on what customers need by keeping tabs on customer accounts

Enrich your customer engagements by getting a complete view of customer activities with account and contact management software from SAP. Identify key contacts and stakeholders and gain insights from a combination of internal and external customer data. Create and maintain account data, organize and manage account teams, share account activity information with team members, and use at-a-glance views of customer information to prepare for customer meetings on the road or in the office.

Collaborative Opportunity and Pipeline Management (Cloud)

Streamline sales processes and improve pipeline predictability with a collaborative approach to opportunity management

Move sales through the pipeline quickly and effectively with opportunity and pipeline management software from SAP. Manage sales collaboratively and efficiently in the cloud. Capture product and sales information in one central place for all stakeholders. Get a real-time view of sales performance and make proactive course corrections. With our opportunity and pipeline management software, you can gain the insight to influence the outcome of sales deals and accelerate buying decisions.

Customer Activity and Visit Planning (Cloud)

Move your customers through the value chain – quickly and efficiently

Improve sales productivity and customer engagement with our cloud solution for customer activity and visit planning. Capture and track the activities and interactions that give customers the attention they deserve – while making the most efficient use of your sales resources. Deliver the insight to plan each customer visit and move the sale forward. Integrate groupware tools like Microsoft Outlook, Google Gmail, and Lotus Notes throughout the sales process.

Account and Customer Insight

Win in sales by knowing your customers from all angles of engagement

Revolutionize customer engagement and learn what makes them tick with a cloud-based solution for sales from SAP. Bringing together the latest analytics, enterprise mobility, collaboration, and social media functionality, our solution combines back-office transactional data with external data to give you a 360-degree view of your customers. With better insight into who customers are and what they want, you can deliver personalized experiences through any channel and close deals faster.

Sales Intelligence

Open the right doors and close more deals with smart opportunity management

Take customer engagement to a new level with sales intelligence that’s integrated with SAP software. Give your sales reps timely information that helps them find the best prospects, understand their needs, and close the deals – ahead of your competition. Deliver company profiles, news feeds, stakeholder insights, sales intelligence, and alerts about trigger events that can signal new opportunities.

Customer Analytics

Grow your business by engaging the right customers in the right way based on their current and potential value

Identify the current and potential value of your customers with marketing software from SAP that provides 360-degree intelligence across all data sources. Automatically categorize the relationship and behavior of each customer and offer actionable steps for improvement. Determine the “white space” or untapped value for each customer. Provide intelligence on how to best segment your market based on customer value and execute targeted marketing and sales campaigns.

Mobile Sales (Cloud)

Gain mobile access to sales data – and make every moment count

Increase sales productivity by providing anytime/anywhere access to critical data with mobile sales software from SAP. Use mobile devices to create, update, and access sales information – including account, contact, lead, opportunity, activity, quote, and order management data. Sell more efficiently. Conduct more effective customer meetings. Shorten sales cycles. And build stronger customer relationships.

Sales Collaboration

Collaborate and transform the way sales operates

Accelerate sales cycles and improve win rates with sales collaboration software from SAP. Team up your sales force with internal or external stakeholders to harness top talent and generate the best ideas. Share documents and work collaboratively to analyze sales opportunities, develop proposals, and resolve issues. Involve and inform all stakeholders throughout each customer engagement. Establish a platform for sharing best practices for your sales processes.

Partner Channel Management (Cloud)

Enable partners to collaborate and expedite sales with partner channel management

Create a loyal group of partners that can increase your bottom line with the partner channel management functionality in SAP solutions. Increase your visibility into partner performance and sales pipeline. More important, build partner trust and mitigate channel conflict by offering qualified leads, verifying deal registrations from partners, collaborating on opportunities, and defining partner territories.


Business value of social solutions in sales

Download this paper from IDC to find out how your sales organization can add value to existing business processes with an enterprise social network and collaborative tools.

Read the IDC paper

Demo: SAP Cloud for Sales

See how SAP Cloud for Sales helps you work intuitively by leveraging social collaboration capabilities you already know how to use. It also enables fast, effective team collaboration and account management to help you sell more effectively.

Watch the video

Take the fast lane with rapid deployment

Our integrated, quick-to-deploy CRM solution can get you up and running in a matter of weeks with the functionality you need to rapidly attract prospects, consistently retain customers, and close more deals.

Collaborate to better understand customer needs

SAP software provides customer insight and recommendations throughout the buying process, and visibility across the sales cycle. Salespeople can collaborate across departments to better understand customer needs.

Accelerate innovation in your organization by leveraging SAP’s best-in-class implementation services. Our predefined and proven methodologies, best practices, and accelerators help ensure you are up and running quickly with minimal disruption to the business. SAP Service and Support can help your business:


Simplify engagement with packaged services aligned to all solutions

Get support regardless of deployment scenario – on premise, cloud, or hybrid

Accelerate time to value with fast implementation

Ensure critical integration and data migration between solutions


Quickly adopt and maintain SAP solutions

Get the support you need to efficiently implement and operate your SAP solutions – and take advantage of new technologies. We offer a range of support services, from foundation level to strategic engagement and co-innovation.

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View product documentation

Get a wealth of information – about everything from installation and upgrades to security, integration, and product availability.

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