SAP Sales Cloud

Strengthen customer relationships. Develop sales opportunities.
Manage sales strategically.

What is the SAP Sales Cloud?

Customer information scattered across individual mailboxes, sales opportunities in Excel, and visit reports with no common thread: When information remains scattered, managing sales becomes unnecessarily time-consuming.

The SAP Sales Cloud is a cloud-based CRM solution that brings together customer management, lead and opportunity management, sales activities, and forecasts. It provides your teams with a common foundation for serving customers more effectively, advancing sales opportunities, and managing the sales pipeline in a transparent manner. AI features help process information and prioritize next steps.

With proaxia, you can implement the SAP Sales Cloud Version 2 in a way that fits your sales organization. Together, we’ll design your implementation based on SAP standards—initially as a standalone solution or with the agreed-upon integration into your SAP landscape. Any additional requirements will be addressed as clearly defined extensions.

Your Business Benefits with the SAP Sales Cloud

A Shared View of Your Customers

Consolidate contacts, activities, and sales opportunities into a single, comprehensive 360° customer overview. Both in-house and field sales teams work with the same information, enabling them to better prepare for meetings and ensure a clear handoff process.

Consistently follow up on sales opportunities

Clear sales stages, responsibilities, and recommended activities provide visibility into how an opportunity is progressing. Your teams can more quickly identify the next steps needed and where a sales process is stalling.

Less administrative paperwork

Automated notifications, defined workflows, and integration with existing tools reduce the need for manual coordination. This leaves more time for customer interactions and developing promising sales opportunities.

More Informed Sales Decisions

Consider your goals, pipeline, and forecast in context. Up-to-date opportunity data and analyses help you identify risks earlier and prioritize sales activities where action is needed.

Working More Productively in the Field

Access customer information, visits, and sales opportunities while on the go. The mobile app supports task management directly in your day-to-day sales activities and makes selected information available even when you’re offline.

Start with a manageable scope

Start by implementing the core processes you need, and then expand your solution in a targeted manner. proaxia’s standards-based approach separates the initial implementation, integration, and additional services—ensuring a clear and transparent project scope.

The SAP Sales Cloud Features for Your Day-to-Day Sales Operations

Who is part of the customer’s organization? What relationships exist? And which interactions are relevant for the next conversation?

The SAP Sales Cloud connects customers, prospects, and contacts with customer hierarchies, responsible teams, and a chronological overview of relevant activities. Duplicate checks help ensure a consistent database. This creates a 360° view of the customer that supports your employees in their preparation and customer service efforts.

Capture prospective customers in a structured way and define how leads are evaluated, assigned, and followed up on.

Origin, qualification level, status, and responsibility make the processing status transparent. Qualified leads can be handed off to the sales team and converted into opportunities. This creates a clear process from initial interest to a concrete sales opportunity.

Sales opportunities require more than just an estimated closing value. Products, points of contact, employees involved, competitors, and next steps are all part of the bigger picture.

With Guided Selling and playbooks, you can structure the sales process across your sales stages. Recommended activities provide guidance; defined approval workflows support coordination when making relevant decisions. The reasons for won, lost, or discontinued opportunities also remain traceable.

Link the scheduling process to specific goals for the meeting and follow-up tasks.

Activity plans and questionnaires help with the preparation and execution of visits. Notes, attachments, and results are assigned to the respective case. This can lead to follow-up activities or new sales opportunities—rather than a visit report that is filed separately from the rest of the sales process.

Define territories, associated teams, and rules for customer assignment. This provides clarity on who is responsible for which customers and how new prospects are assigned within your sales organization.

Target groups complement this structure by providing targeted segmentation of customers and contacts. We tailor the scope and assignment rules to your organization.

Which opportunities contribute to your goals? How is the pipeline changing? And which deals are being postponed?

The SAP Sales Cloud offers tools such as Pipeline Manager, Pipeline Flow, Forecast Tracker, and Trend Analytics. Together with sales targets, these features help you assess your sales performance. Your managers can track changes and work with their teams to determine appropriate actions.

Sales doesn’t take place exclusively in the CRM. That’s why email communication, appointments, and collaboration are integrated into the workflow.

The standard connection to Microsoft Outlook via Microsoft 365 and the Microsoft Teams integration link established business tools with the SAP Sales Cloud. Together, we’ll determine how the integration supports your sales process. A suitable Microsoft 365 subscription is required for this.

With the SAP Sales Cloud Mobile App for iOS and Android, your employees can manage customers, contacts, leads, opportunities, visits, and activities on the go.

Role-specific views provide the necessary information. Selected data objects can be downloaded for offline use. We take into account the information and features your teams need on the go during setup and testing.

The Digital Selling Workspace brings together tasks, appointments, and relevant information about leads and opportunities in a single workspace. Employees can see which activities are pending and which next steps are suggested.

With Autoflow, you can set up rule-based notifications and other actions. Additional fields, customized views, and a shared document repository help create a workspace that fits your sales process.

AI in Sales with the SAP Sales Cloud and Business AI

AI is designed to support your employees with specific tasks: gathering information more quickly, identifying relevant sales opportunities, and preparing the next steps.

To this end, the SAP Sales Cloud offers AI-powered recommendations, summaries, and content for customer engagement. In addition, SAP describes specialized Business AI assistants for various phases of the sales process. Which features can be used depends on availability, licensing, the data source, and configuration.

Qualify Leads More Effectively

The Deal Qualification Assistant is designed to enrich, evaluate, and categorize leads. It connects specialized agents to consolidate information and prepare qualified prospects for further processing.

The goal is to provide a better basis for prioritization: Which leads match your target customer profile, and which ones require further follow-up? SAP is currently rolling out parts of this functionality as part of an early adopter program.

Further Develop Opportunities with Less Manual Maintenance

The Sales Assistant handles day-to-day work related to sales opportunities. The tasks described by SAP include analyzing customer interactions, creating structured meeting summaries, recommending follow-up activities, and identifying pipeline risks.

This allows relevant insights from conversations and emails to be incorporated more effectively into the ongoing management of sales opportunities.

Provide Targeted Support for Offers and Contracts

The Deal Closing Assistant focuses on the transition from sales opportunity to quote and order. Among other things, SAP describes the preparation of draft quotes, the verification of pricing and product information, and downstream order steps.

For such scenarios, CRM, product data, pricing, and backend processes must be aligned. The quote and order scenarios described in your package documentation require S/4HANA integration.

Start with the right use case

proaxia works with you to determine which assistants are a good fit for your sales process and which data requirements must be met first. Business AI is intended as an optional add-on to the Starter Package, not as an automatically included component.

Integrating the SAP Sales Cloud into Your SAP Environment

A CRM should support customer relationships without creating a new silo alongside your ERP system. At the same time, not every integration needs to be included in the initial project scope.

With proaxia, you can choose between a standalone entry-level solution, master data integration, and advanced sales processes. These modules are combined to meet your specific needs.

Use Master Data from SAP ERP and SAP S/4HANA

Master data integration links relevant customer, contact, product, employee, and organizational information to the SAP Sales Cloud.

The integration package in question is based on standard SAP integration components. Together, we determine which data objects are needed, how they should be mapped, and which systems provide the information. This creates a consistent foundation for the sales process.

Open S/4HANA applications in the context of customers and opportunities

Using embedded S/4HANA applications—known as mashups—employees can, for example, create quotes in SAP S/4HANA or view existing quotes and sales orders.

This integration simplifies access from within the CRM context. However, it does not replicate quote and order data to the SAP Sales Cloud. The required S/4HANA applications and a configured single sign-on are prerequisites.

Further Integrate Quotes and Orders

For further integration of opportunities, quotes, orders, and contracts, we are considering a separate scope of integration. This may include document replication, simulations, and the display of document flows.

We will confirm separately which scenarios are available for your system landscape and which ones will be implemented. They are not automatically included in the Standalone Starter Package or the basic master data integration.

Supplement Complex Quotes with SAP CPQ

For products with a wide variety of options or complex configuration and pricing rules, SAP CPQ can supplement the quotation process. This add-on solution supports product configuration, pricing, and quotation preparation. Its implementation and integration are considered a separate scope of work.

Getting Started: The proaxia SAP Sales Cloud Starter Package

Get started with clearly defined sales processes

The starter package for the SAP Sales Cloud Version 2 combines the setup of core sales functions with a defined scope of implementation. You start with the SAP standard and add integration or additional features where your company needs them.

What features are included in the starter package?

The agreed-upon scope includes customer and contact management, leads and opportunities, guided selling, visit and activity management, as well as sales territories, target plans, the pipeline, and forecasting.

In addition, there are standard integrations with Outlook and Microsoft Teams, the mobile app, and predefined configuration options. S/4HANA mashups are set up provided the relevant technical requirements are met.

From Preparation to Production Launch

proaxia provides support for project coordination, system requirements analysis, fit-to-standard assessment, configuration, and the agreed-upon scope of integration. Training sessions prepare key users and IT administrators to use, set up, and maintain the solution.

The implementation includes defined support for testing, go-live, and the subsequent launch phase. Your organization will provide the necessary business decisions, cleaned-up data, and test cases. We will work together to establish the specific timeline.

Add Extensions in a Targeted Manner

Depending on the initial situation, additional services can be arranged: the implementation of SAP Cloud Identity and Single Sign-On, SAP BTP and Integration Suite, SAP Joule and Business AI, as well as Embedded Analytics and Reporting.

Custom development, comprehensive data cleansing, and end-user training are not automatically included in the starter package. Additional requirements are clearly defined and offered separately.

Implementing the SAP Sales Cloud: Your Project Approach with proaxia

Where are unnecessary coordination efforts occurring today? What information are your teams missing? And which improvement should be addressed first?

This is particularly beneficial for sales management teams looking to manage their pipeline and forecasts more reliably, inside and outside sales teams that need a shared view of customers, as well as marketing and sales operations teams that want to hand off leads more efficiently and improve data quality.

Together, we’ll identify where the SAP Sales Cloud creates the greatest value for your organization and prioritize the relevant sales processes. A solution demo will show how your requirements can be implemented using the capabilities of the SAP Sales Cloud. Additional process and architecture consulting can be arranged separately.

In the “Fit-to-Standard” process, we define sales phases, roles, responsibilities, and the required functions. We distinguish between the starter package, optional add-ons, and custom requirements.

Data responsibilities, system requirements, and the planned integrations are agreed upon before implementation. This ensures a robust project scope.

Configuration, agreed-upon integration, testing, and training lay the groundwork for production use. We involve key users and administrators early in the process.

After the initial implementation, additional teams, integrations, or features can be added. We tailor additional support and further development to fit your business model.

Why Choose proaxia for Your SAP Sales Cloud Consulting?

Thinking About Sales Processes and SAP Technology Together

We view customer management, sales, and downstream processing as an integrated whole. We combine process consulting with expertise in the SAP Sales Cloud, SAP ERP, and SAP S/4HANA—so that your CRM aligns with the way your organization actually operates.

Implement in accordance with standards and expand in a targeted manner

Not every requirement calls for custom development. Together, we make use of appropriate standard SAP functions and deliberately limit additional services. The starter package provides a clear starting point for this; supplementary project services enable adaptation to more advanced requirements.

Integrating the Solution into Everyday Work

Simply setting up an application does not, by itself, change a sales process. That is why we combine technical implementation with training, testing, and a structured handover to your key users and administrators. Your teams should not only be able to use the solution but also manage it themselves to the agreed-upon extent.

Building a Lasting Relationship Between Sales and Customer Service Beyond the Sale

A customer relationship doesn’t end with a closed opportunity. Subsequent inquiries, services, and new needs are also part of customer support within the proaxia Seamless Service Suite.

The SAP Sales Cloud integrates the sales perspective with other SAP and proaxia solutions. The SAP Service Cloud complements the handling of customer requests; the other modules support customer self-service, operational service processes, and their integration. The connections required depend on your organization and system landscape.

Frequently Asked Questions About the SAP Sales Cloud

The SAP Sales Cloud supports customer service and sales management, with a focus on contacts, leads, sales opportunities, activities, and forecasts. The ERP system maps the agreed-upon operational and business follow-up processes. Through integration, relevant data and processes are linked together, rather than completely replacing the ERP system with a CRM.

Yes. The standalone starter package provides a gateway to the defined core CRM processes. Master data integration and additional process integrations can be added as separate packages or services. It should be clear from the outset which systems will provide which data later on.

Yes. Standard SAP integration content is available for the agreed-upon integration scenarios. The specific scope depends on the backend and the required data objects and processes. Master data integration, embedded S/4HANA applications, and transactional integration are considered separately.

The duration depends on the project scope, system deployment, data quality, integration requirements, and the availability of your subject matter experts. Together, we’ll establish a realistic timeline for the defined go-live. Additional organizational units, custom developments, or more complex integrations will be accounted for separately in the planning.

The mobile app supports offline access to selected data objects. Which information can be downloaded and which tasks can be performed on the go is configured and tested based on the specific scope of mobile functionality. This does not mean that all CRM functions are available offline without restriction.

The starter package provides for embedded S/4HANA applications, subject to the necessary prerequisites, such as those for creating and displaying quotes. This is not the same as replicating quotes and orders. Native quotation functions, pricing, and advanced transactional integration are not automatically included in the base scope.

No. The Starter Package includes the agreed-upon features for sales targets, pipeline management, and forecasting. Setting up additional content for embedded analytics and reporting is intended as a separate extension. This allows you to distinguish between operational sales management and more in-depth analyses according to your needs.

the SAP Sales Cloud already includes built-in AI capabilities that support sales representatives throughout the entire sales process.

These include intelligent recommendations for the next steps in the sales process, AI-generated summaries of customer and opportunity information, assistance with drafting emails, as well as intelligent pipeline analyses and revenue forecasts.

SAP Joule also provides an AI assistant that delivers relevant information in a sales context and simplifies day-to-day tasks. Advanced AI agents can handle additional functions. Their availability depends on the specific feature set and license scope.

SAP provides its own information and tools to support the transition. Existing processes, data, customizations, and integrations must be evaluated as part of this process. Such a project is not automatically covered by the new implementation included in the starter package; any necessary migration and customization services will be coordinated separately.

Turn customer information into a clear sales process

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Where is your sales team wasting time today—searching for information, tracking sales opportunities, or coordinating forecasts?

Discuss your current situation with us. Together, we’ll define how the SAP Sales Cloud can support your customer service and sales management—and determine the best way for your organization to get started.

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