CX
Future Ready Sales: Enter a new era of sales with SAP Sales Cloud V2
Today’s sales organisations are confronted with a veritable flood of data and increasing customer demands on a daily basis. That’s why companies need powerful yet flexible CRM systems. SAP Sales Cloud V2 responds to these challenges with a clear clean-core strategy, a comprehensive mobile front end and integrated AI support. Learn how to lead your sales organisation step by step towards “future-ready sales” – with a high degree of automation and intuitive usability.
Three sales challenges in the digital age
Before we look at the solution, it is worth taking a look at the key pain points that are slowing down sales organisations today:
1. Fragmented data sources
Customer data is scattered across emails, chat logs, documents and meeting notes. This makes it difficult to access, increases search times and raises the risk of data errors.
2. Mobile requirements
Whether at the customer's site, in the home office or on the road, sales teams need access to all CRM functions at all times. A superficial app is not enough here: it must be offline capable and support all processes end-to-end.
3. Time pressure and reporting obligations
Managers expect accurate forecasts, while customer contacts must be maintained. Without automation and smart suggestions, it is difficult to meet these requirements efficiently.
Conclusion: These three challenges make it clear that traditional CRM systems are no longer sufficient. What is needed is a solution that is fast, mobile, AI-supported and future-proof.
Key points of the blog
Clean core strategy and SAP BTP & CX AI toolkit for sustainable CRM automation
Clean core strategy and SAP BTP & CX AI toolkit for sustainable CRM automation
To turn these challenges into concrete competitive advantages, you need a technical foundation that is both stable and flexible. SAP Sales Cloud V2 combines a clean-core architecture with a decoupled front end, providing the ideal basis for rapid innovation without release risks.
Clean core strategy
The basis is a lean core (clean core) that only contains standard functions. Individual enhancements and integrations are consistently implemented on the SAP Business Technology Platform (BTP). This approach minimises release conflicts, simplifies upgrades and ensures long-term maintainability.
Decoupled front end
The front end exists in two variants: web and mobile app. Both access the same core. The mobile app also offers:
- Offline support
- Push notifications
- Native camera integration for scans and document photos
Standard integrations
Open APIs and ready-made integrations enable the quick connection of external tools such as:
- SAP public and private cloud ERP systems
- Reporting tools such as SAP Analytics Cloud (SAC) or Power BI
- Communication apps such as Outlook and Microsoft Teams
- Many other integrations such as customer data platforms.
This ensures that data always remains in context, without system interruptions or changes.
Future-ready sales: AI in the lead-to-cash process
Future-ready sales: AI in the lead-to-cash process
On this basis, artificial intelligence unfolds its full potential: routine tasks are automated, forecasts become more accurate, and every action is triggered at the optimal time. The result is noticeable efficiency gains and a greater focus on value-adding customer conversations.
Embedded machine learning in SAP Sales Cloud V2
- Lead scoring: Automatic evaluation and prioritisation of leads
- Opportunity scoring: forecasts of the probability of closing a deal
- Activity recommendations: Suggestions for follow-ups, emails, or appointments
Embedded generative AI use cases – reach your goals faster and more easily
- Email drafts: Professional cover letters are created from bullet points or meeting notes
- Meeting summaries: The system automatically creates minutes after meetings
- Account synopsis: Get a summary of the customer from web and CRM data with a single click
CX AI toolkit on the BTP
- The CX AI Toolkit expands the possibilities of generative AI. Among other things, this enables the development of your own generative AI applications.
- The use of intelligent agents for process optimisation.
- Real-time Q&A based on CRM data
- In addition, external data sources (e.g. social media, weather data) can be integrated for even more accurate recommendations.
Practical application: End-to-end scenario with SAP Sales Cloud v2
Practical application: End-to-end scenario with SAP Sales Cloud V2
A typical workflow shows how “Future Ready Sales” works:
- Lead capture: A new contact from a web form is automatically transferred to the CRM.
- Lead qualification: ML evaluates the lead and segments it according to relevance.
- Appointment scheduling: An appointment is booked via Outlook or Teams integration.
- Opportunity creation: Mandatory fields are filled in automatically.
- Quotation creation: AI suggests email texts and checks margins.
- Conclusion & order: The contract is digitally signed and transferred directly to the ERP system.
Result: Faster processes, fewer manual tasks and more time for customers.
Transformation strategy: How to succeed on the path to future-ready sales
Transformation strategy: How to succeed on the path to future-ready sales
MVP approach instead of big bang
Start small, e.g. with a pilot project for lead management. Gather feedback, optimise processes and then roll out iteratively.
Change management
Early involvement of sales, marketing and service increases acceptance. Workshops, clear governance and transparent communication are the keys to success.
Data migration & clean-up
Data is transferred securely with the SAP Migration Cockpit. Duplicate checks and data cleansing create a clean basis for AI.
Success factors for your CRM project
Success factors for your CRM project
- Define clear KPIs: closing rate, time to first contact, forecast accuracy.
- Leverage quick wins: automated follow-ups, mobile offers.
- Work iteratively: small releases for rapid learning.
- Ensure governance: responsibilities, data quality, monitoring.
- Training & enablement: training for administrators, micro-learning for the sales team.
Key components of a modern sales platform
Key components of a modern sales platform
Data quality, security and compliance
- Data ownership: Each data domain (account, contact, opportunity) needs someone responsible for it.
- Security: Role-based permissions and SSO.
- Compliance: GDPR-compliant opt-out and deletion management.
Analytics & reporting
- Real-time dashboards: pipeline, forecast, activities.
- Predictive analytics: sales forecasts, churn predictions, segmentation.
- Self-service reports: Accessible to all roles via SAC and Power BI.
Personalisation & Customer Experience
- Contextual customer approach: Automatic linking to service or product usage data.
- Omnichannel integration: All channels converge in CRM, including chat and voice bot interfaces.
Localisation
The necessary localisation is already available for many key European markets, including Germany, France, Spain, Portugal, Norway, Poland, Czechia and Slovakia. The United States and Canada are also covered. Further localisations for countries such as India, Mexico, Singapore, the United Kingdom, Belgium and the Netherlands are on the roadmap, making the solution plannable and scalable for internationally active retailers.
Outlook: Trends for modern sales platforms
Outlook: Trends for modern sales platforms
- Conversational commerce: Chat and voice bots take over pre-qualification.
- Hyper-personalisation: real-time recommendations and dynamic pricing.
- Augmented reality: Product demos via AR glasses at the customer’s premises.
Strategic SAP concepts for sales
Strategic SAP concepts for sales
SAP BTP
Extension and integration platform for custom developments, data & analytics, and AI use cases.
SAP Grow
Cloud ERP specifically for growing companies, supplemented by tiered add-on packages for finance, HR, marketing, or the integration of Google Marketing Platform and Google Cloud.
SAP Rise
Managed cloud environment that supports existing customers in their transition to the cloud, including operation, security and continuous innovation.
Best-of-suite approach
Seamless connection of marketing, sales, service and commerce for end-to-end customer experience
Conclusion: Secure your competitive edge with SAP Sales Cloud
Conclusion: Secure your competitive edge with SAP Sales Cloud
SAP Sales Cloud V2 is more than just an update. It represents a paradigm shift in sales: mobile, AI-supported and future-proof. Those who take the plunge now will gain clear competitive advantages with more efficient processes, a higher probability of closing deals and enthusiastic customers.
If you would like to learn more, please view our webinar on ‘SAP Sales Cloud V2 in Practice.’
Watch recording (German)
Would you like to find out more? Request a no-obligation initial consultation now!
Julian Drees
Partner, KPS AG
Expert in Sales
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