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Shalini MithaDirector, Solutions Marketing SAP Hybris
Delivering Exceptional Buying Experiences Royal Cup Coffee & Tea
Matt MonroeDirector, Sales OperationsRoyal Cup Coffee and Tea
DIGITAL DISRUPTS SALES DIGITAL IS DISRUPTING CUSTOMER INTERACTIONS
AND HOW WE SELL
of companies providing mobile access to sales customer data
are still not satisfied with their management insight – despite investments into analytics
Business customers are 57% through their buying process by the first sales call
57% <50% 56%
THE TRADITIONAL FIELD OF PLAY IS SHRINKING
SALES PRODUCTIVITY CONTINUES TO DECLINE
of time is spent selling down from 41% (in 2011)
cost of winning a new customer vs. growing an existing customer
4 – 10x 35%Turnover is up 3 points
20%To complete onboarding
6 months
THE NEW RULES | SALES – BE AGILE AND DATA DRIVEN
Smart engagements- anytime, anywhere
Omnichannel Selling
Sales Effectiveness: More time to sell
“By 2016, 55% of sales people will access sales applications exclusively through smart phone and tablets”Source: Gartner
SELL SMARTER. ACT FASTER. BE RELEVANT. EVERYWHERE
INDUSTRY
COMMERCE MARKETING SERVICE SALES
DATA & PROCESS MANAGEMENT
PLATFORM, INFRASTRUCTURE, INTEGRATION
SAP Hybris Cloud for Sales
Sell More, Admin less
Turn Insight into Action
Sell Anywhere, Anytime
Know Your Customer
sales force automation (SFA) solution that empowers sales teams to sell smarter
Visit Management & Execution§ Complete Activity and Task Management§ Visit and Route Planning and Execution§ Survey Design and Execution
SAP HYBRIS CLOUD FOR SALES
Opportunity Management & Insight§ Easy Lead, Opportunity, Activity Management § Tailored sales methodology, Guided Selling§ Competitor insight, Partner Management
Account Management & Intelligence§ Fast Account & Contact Updates, Relationships§ 360 Customer Intelligence
Productivity & Personalization§ Flags § Tags
Collaboration & Social§ Feeds, Followers and @mentions§ Internal, Customers, Partners§ Deal Sites, Social Selling
Integration§ Pre-built integration to SAP ERP & CRM, SAP JAM§ Partners like InsideView, D&B 360, Xactly & more§ Mashups with most other apps
Real-Time & Predictive Analytics§ Dashboards, ad-hoc reports, forecasting§ Front and back-office data§ Mash-ups with SAP BW & Business Objects§ Custom dashboards, KPIs, and reports
Groupware Integration§ Full-Featured support for MS Outlook , Google
Gmail and Lotus Notes, Server side via Riva (e.g. Office 365)
§ Real-time, scalable, powered by SAP HANA§ Simplified enhancement tools for power users§ Easily extended for tailored UX and business processes
Platform
Mobility§ Complete mobile apps, no extra cost§ Support for iPad, iPhone, Android, MS
Windows, Watch§ Responsive UI with Off-line support§ Business Card Scanner
Quote & Order Management§ Integrated pricing and transactional document
creation with SAP ERP or CRM§ CPQ through partners
§ Map Views§ Graphical Views§ Quick Creates
§ Shelf§ field extensions§ workflow
SAP STRATEGY FOR SALES LEADERSELL SMARTER
SELL ANYTIME,ANYWHERE
TURN INSIGHT INTO ACTION
MORE TIME SELLING -LESS ADMIN
KNOW YOUR CUSTOMER
SELL ANYWHERE, ANYTIMEMOBILE FIRST APPROACH
§ Full-featured, seamless experience from on-line to mobile
§ Engage in real time with your customers, manage your activities, and track your performance, even when you’re offline
TURN INSIGHT INTO ACTION
Access to real-time customer analytics and sales data in the context of accounts and opportunities to engage and connect with customers in a personal, relevant way
§ Comprehensive customizable KPI tiles, reports, and dashboards
§ Sophisticated analytics infrastructure§ Simplified ad-hoc and custom reports§ Deliver intelligence where needed
TURN INSIGHT INTO ACTIONWITH PREDICTIVE ANALYTICS AND MACHINE LEARNING
Focus on opportunities with greater probability of closing
ASSISTED FORECASTING
Discover new leads and uncover new opportunities with existing accounts
LEAD SCORING
MORE TIME SELLING – LESS ADMIN
Get the information you need, when you need it
§ Modern SFA solution to manage and automate complex business processes and accelerate productivity ensuring all customer interactions
§ Personalize your experience and get quick access to the information you need
§ Built-in social collaboration (SAP Jam) and productivity applications keeps all conversations in one place and no double data entry
KNOW YOUR CUSTOMER
Bring back-office to the front office.
§ Get back-office information pushed to you in real-time so that you no longer need to hunt for pricing, quotes or other order-to-cash information.
§ With native SAP ERP and SAP CRM integration and business application mash-ups, you’re always effortlessly up-to-speed on your customers and accounts.
SELL SMARTER. ACT FASTER. BE RELEVANT. EVERYWHERE
INDUSTRY
COMMERCE MARKETING SERVICE SALES
DATA & PROCESS MANAGEMENT
PLATFORM, INFRASTRUCTURE, INTEGRATION
SAP Hybris Cloud for Sales
Sell More, Admin less
Turn Insight into Action
Sell Anywhere, Anytime
Know Your Customer
sales force automation (SFA) solution that empowers sales teams to sell smarter
Interview with Matt MonroeDirector, Sales Operations
Roaster of coffee, and provides tea across the United States to resorts and hotels and offices.
Matt Monroe
• Director of Sales Operations, OCS Division, and
Region Manager Central Region
• 23 years in B2B Sales, Sales Management, and Sales
Training
• Sales Consultant and Facilitator for Miller Heiman,
Inc. (now MHI Global)
• Industry Experience in Home Appliance,
Construction Safety Equipment, Consulting and
Away from Home Coffee
Royal Cup Coffee and Tea Company
• Royal Cup, Inc. imports, roasts, and distributes coffees and teas in the United States, Canada, Mexico, and the Caribbean.
• Founded in 1896 and is based in Birmingham, Alabama• Distributes a range of beverages and beverage-related items from fountain
beverage products and juices to water filtration systems and specialty teas. • Offers consultation with beverage marketing experts, programs with
merchandising support, branded programs and merchandising, cart and kiosk programs, product development, and trade show scheduling.
• Serves resorts, offices, convenience stores, and home consumers
Customer and Industry Expectations Rise
• Customer demands are changing fast. They want more; they want it faster; and they want high quality, whether that be organic coffees or specialty teas
• Single-serve coffee impacts both Office Beverage division and Food Service
Challenges
• Reactive versus Proactive• No real visibility into opportunities in pipeline.
• Spreadsheets that were given to us right at the end of a quarter or a period.
• Static pipeline reports.
• No sales phase data
• Limited Reporting• Highly reactive sales management – looking mostly in the rearview mirror, not the GPS• Limited performance metrics• Only anecdotal information on Win/Loss ratio
• No repository of selling documents connected to opportunities and accounts
• Very limited contacts identified in our 70,000 plus accounts (often only 1!)• Sales process and technology did not connect
Sales Activity Report
Contacts
Key Account Book
Calendar
Weekly Report
Trade Show Leads
Customer Data
Promotion Tracker
Social
Many Datasources Required For a360 View
SAP Hybris Cloud for Sales
• Impacts our productivity -- people can do things in the moment
• Simplifies sales because it connects so many disparate processes together, whether it be e-mail or contact management or key account management or pipeline management.
• Focus more on what we do best rather than spreadsheets and Word docs
Identifying and defining meaningful metrics
What drives your business?� Coffee Pounds, Gross Profit, Syrup, Customer Facing Interactions…
What improvements do you want to make?� More Calls, More Demos, More Proposals, More or Better Call Plans
What disciplines do best practitioners do (sometimes without knowing exactly) that make them successful?� Research, Prepare Questions, Engage Multiple Decision Makers, Drive Consensus, Deep
Understanding of Customer Processes, Set more Micro Goals…
7 Key Takeaways
• Get started by defining your biggest problems and opportunities
• Recruit an internal ERP designer/user with strong tribal knowledge.
• Let IT be IT
• Facilitate and obtain mutual buy-in from senior executives for Cloud CRM solution
• Get senior executive buy-in on adoption mechanisms – tie them to commission or key performance indicator (KPI) bonuses
• Imbed sales process steps and activities into the technology
• Connect your CRM to ERP
THANK YOU
Shalini MithaDirector, Solutions Marketing email [email protected] @shalinimithaconnect www.linkedin.com/shalinimitha
Matt MonroeDirector Sales Operationsemail: [email protected]