openSAP SAP Business ByDesign Customer

Relationship Management

Additional Exercise - Week 1 Unit 3: Managing Customer

Engagement Across Marketing, Sales, & Service Teams

PUBLIC
EXERCISE 1:

Business scenario:
In your role as sales manager you want to get an overview on the invoiced contracts and drill-down to the
accounts. For this you will use a KPI and navigate to the account factsheet.

Exercise goals:
In this exercise, you will:
- Learn how to use a KPI to get an overview about an important key figure
- Learn how to open a specific account from a report
- Learn how to manage your employees in terms of availability, time reporting and sales plans

Prerequisites
No prerequisites needed

Task 1: Use a KPI and a report to get an overview

1. Log into SAP Business ByDesign system using the below mentioned credentials for Roberta
Johnson
a. User ID: Sales01s
b. Password: Welcome1
2. Click on Show/ hide work center navigation icon .
3. Click on “Home” and select the “Overview” .

4. See the overall KPI Value and its target and click on the “Contract Invoiced” KPI
tile.
5. See the details of the KPI and click on “Analyze Data” to open the full report
6. See the contract volume chart which is aggregated by product

7. Click on the view button to change the drill down to account

8. Click on the plus icon under “Row fields
9. Check in the row selection the account
10. Uncheck in the row selection the product

11. Confirm the row selection with OK

12. See that the chart is now aggregated by account
13. Switch on the table and chart display by clicking on the icon
14. See that besides the chart a table appears and click on the account name “Unlimited Electrics”

15. Click on the little triangle on the lower right corner and click on “View Account Overview”

16. See the Corporate Account Overview for “Unlimited Electrics”

17. Click on the “Sales” tab to see all important sales

interactions for the account.
18. Click on “You can also” to create a e.g. new task activity for one of
your team members.

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Task 2: Check team availability and trigger self-services on behalf of an employee in the manager work
center
1. Stay logged on as sales manager “sales01s” with password “Welcome1”
2. Click on Show/ hide work center navigation icon .
3. Click on and select the work center view “My Team” .
4. See the list of your team members with their availability, leave requests, reports for planned and
actual utilization based on time reporting
5. Click on and select the common task “Call Employee Services on behalf”

.
6. See the list of your employees and trigger a service on behalf of the selected employee.
7. Select the employee “Victoria Brannon”
8. Click on “Edit Time Sheet”
9. Edit the time sheet for Victoria

Task 3: Check sales targets in the manager work center

1. Stay logged on as sales manager “sales01s” with password “Welcome1”
2. Click on Show/ hide work center navigation icon .
3. Click on and select the work center view “Sales Planning” .
4. See the list of sales plans for 2012 and 2011

5. Click on the plan for 2012 for the Sales Pro team
6. See the details of the plan and the employees for which targets have been assigned

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