This slide shows step by step how to implement the SAP Cloud for Customer solution in just 1 hour. That's the power of the new Cloud CRM solutions from SAP
SAP Cloud for Customer: From tenant provisioning to Go Live in 1 hour
1. The SAP Cloud Series by myCloudDoor
SAP Cloud for Customer
From Provisioning to Go Live
in 60 Minutes
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2. CONTENTS
1. SAP Cloud for Customer - Overview
2. What will be implemented
3. SAP Cloud Project Delivery Methodology
4. Provisioning and Scoping
5. The Organizational Structure
6. Fine-Tuning Activities
7. Integrate and Extend: Data Migration
8. Getting Ready for Going Live
9. Testing and Go Live
10. In actual projects, Key Takeaways
11. Thank you
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3. What you need to Implement SAP C4C in 60 minutes
1. Basic CRM processes knowledge on Sales and
Marketing business scenarios
2. Key is to have the data that is going to be migrated and
uploaded ready in their XML (Excel) templates
3. 2 Consultants working in parallel (one set ups fine
tuning options while the second does the uploading of the
data. One creates business roles and users, while the
second does testing)
4. The SAP Cloud for Customer tenant information with
Initial username and password
5. It’s assumed that it’s no integration with other systems
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4. 1. SAP Cloud for Customer
Sell more effectively with today’s empowered customers
User Experience
Collaboration
Sales Productivity
Analytics
Sales Process &
Intelligence
Integration
Customer OnDemand
ERP/CRM/BI
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5. 2. This is what we will implement
You can start with Sales Force Automation and grow at your pace
SAP Cloud for Customer – Scope of this project
Included
Sales Leads Management
Opportunity Management
Accounts, Contacts and Sales Activities
Not Included
Territory Management
Sales Planning
MS Outlook Integration
Mobile Apps Integration
Accounts 360 View
Pipeline Simulation
Marketing (Target Groups, Campaigns)
Competition and Competitor Products
Colaboration Processes
Product Portfolio
In-Memory Analitycs and Reporting
Number of Legal Entities
1
Number of Countries
1
Customer Service Processes (Ticketing, SLA, Escalation, KB)
Integration with SAP ERP and or SAP CRM (On Premises)
Social Channels and Engagement
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6. 3. SAP Cloud Project Delivery Methodology
No room for free-style consulting
PREPARE
REALIZE
VERIFY
LAUNCH
Project Management
Business Process Confirmation
Scope
Verification
Integration Readiness
Custom Content Specifications
Solution Configuration
Solution
Acceptance
Solution Walkthrough
Key User Enablement
Data Migration
Cloud Integration
Custom Content Development
Readiness
Acceptance
Solution Testing
Cutover Planning
Production Systems Setup
Go-Live
Change Management and End User Training
Cutover Execution
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7. 4. Provisioning and Scoping
Leveraging Best Practices right from the start
• Provisioning: Get an email from SAP with your tenant URL, initial user and password
• Next Step: Create a key user with enough authorizations for business configuration and
implementation (a second user is created for the project team)
• Scoping: Deciding what is going to be implemented and answering the questions
• Result: System creates the Work Centers and functionality according to selected scope and
answers, and it’s ready for starting implementation project activities
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8. 5. The Organizational Structure
Let’s picture the heart of the system
• The organizational structure is the central source of organizational information in your SAP
solution. It defines the structure of your company and provides a single, consistent view of
your organization from all perspectives of the business
• It can be manually set up or can be uploaded with the migration tool. In our project this is the
Org Structure we will upload:
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9. 6. Fine Tuning Activities
Defining your required customization options
• The Fine Tuning activities are used for defining your specific business processes, values and
configuration options.
• In this project we will leave the SAP best practices configuration options, except these:
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Sales Cycles and Phases
Email and Fax Settings
General Business Partners: Maintain Industries
Number ranges for Employees and Service Agents
Date Profiles
Time Zone Maintenance
• Result: Milestone Solution Accepted is confirmed
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10. 7. Integrate and Extend: Data Migration Activities
Preparing data for migration is key to successful projects
• The Integration and Extend activities cover basically all the data migration activities, including
basic data and master data.
• We are going to upload the following objects, in the right sequence using the Migration Tool:
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Product Category Hierarchy
Job Definitions
Customers
Employee Data
Products
Price Lists
• Result: All basic and master data is now loaded in the new system
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11. 8. Getting Ready for Go-Live
Business Roles, Org Managers, Transactional Data and Testing
• Define Business Roles, to clearly define what can be done by who
– CRM-ADMIN
– SALES-MGR
– SALES-REP
• Maintain Org Units Managers, which is key to define approval processes and teams
• Load Transactional Data, in this project we will load just Opportunities
• Prepare for Testing: Adapt Business Users
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12. 9. We’re almost there, Testing and then Go-Live
Do not leave empty corners without testing
• Let’s test: Account, Contacts, Sales Activities, Sales Leads and Opportunity Management
• Result: After comprehensive testing, system is ready to go Live
• SET GO LIVE
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13. 10. In actual Projects, key takeaways
Prepare your data and your people and you get “time-to-value”
From 60 minutes to a real customer project:
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Training and Enablement takes a few hours
Get your Organizational Structure Ready (define in template for uploading)
Know your specific sales and marketing processes and activities
Integrate with ERP systems to get 360 Customer view
Start your data cleansing, extraction and migration early, as soon as you get your data ready, the
sooner the project will be completed
Key Takeaways
• “Time to value”, much quicker implementations than traditional software projects
• Easy to use, fast to learn, quick to implement
• A Customer Relationship Management that sales people like to use will have an impact in
sales efficiency and increase of sales
• Standard In-Memory (HANA) Analytics and Reporting in all SAP Cloud solutions
• Mobile Apps are included for free
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14. 11. Why myCloudDoor is a good partner for you
Because you have to be our next success story
• SAP extensive experience since 1994
• Quality and Commitment with our
customer success
• We are specialists: SAP Cloud software
services and solutions is all we do
• Successful Customer References
• Proven Methodology
• Global presence and projects
• Our responsibility is to help you before,
during and after your implementation
project
• We have the largest number of certified
SAP Cloud Professionals Cloud
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15. We thank you very much for your attention
If you have questions, need more info, documents, assessment, advice or a demo, please
do not hesitate to contact us. It’s free and there is NO commitment at all
www.myCloudDoor.com
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+1 305 421 6357
USA, Mexico, Canada, Latin America, Europe
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Hinweis der Redaktion
To review what you just saw, here is a recap of 6 key areas of Sales OnDemand that set us apart.User experience: designed from the ground for salespeople, it’s easy and to use, and fast to get things done. Adoption rate will be high.Collaboration: You go one place to plan/prepare with your internal team & extended network, get coaching help from managers, get updates, competitor information etc. Sales Process & Intelligence: tracking acct/oppty/activity status is done in seconds. You get great real-time sales intelligence, guiding selling, customer contacts and insight to customer preferences.Sales Productivity: Google maps built in for quick planning and navigation to customer meetings. Sales information and contacts/appointments/messages effortlessly in synch with your Outlook calendar.Analytics: Out of the box reporting removes the headaches of countless hours in Excel. You can also easily tailor a library of pre-delivered reports and create new reports that meet your specific needs.ERP & CRM Integration: Only SAP can provide native SAP ERP integration for no-hassle, out-of-box visibility to Quotes, Sales Orders, Shipments & more. You can also extend your existing investment in SAP CRM by giving sales people an easy-to-use, collaborative/social/insightful solution that’s fast-to-deploy but also taps into and stays in synch with your existing SAP CRM solution.
To review what you just saw, here is a recap of 6 key areas of Sales OnDemand that set us apart.User experience: designed from the ground for salespeople, it’s easy and to use, and fast to get things done. Adoption rate will be high.Collaboration: You go one place to plan/prepare with your internal team & extended network, get coaching help from managers, get updates, competitor information etc. Sales Process & Intelligence: tracking acct/oppty/activity status is done in seconds. You get great real-time sales intelligence, guiding selling, customer contacts and insight to customer preferences.Sales Productivity: Google maps built in for quick planning and navigation to customer meetings. Sales information and contacts/appointments/messages effortlessly in synch with your Outlook calendar.Analytics: Out of the box reporting removes the headaches of countless hours in Excel. You can also easily tailor a library of pre-delivered reports and create new reports that meet your specific needs.ERP & CRM Integration: Only SAP can provide native SAP ERP integration for no-hassle, out-of-box visibility to Quotes, Sales Orders, Shipments & more. You can also extend your existing investment in SAP CRM by giving sales people an easy-to-use, collaborative/social/insightful solution that’s fast-to-deploy but also taps into and stays in synch with your existing SAP CRM solution.