Sales and marketing allows you to focus on the salesperson and the sales organization. The main focus is the direct person-to-person contact with the customer and the ease with which a salesperson can create quotations, create and follow up on marketing initiatives, and report on the activities and sales of the employees and customers.

Sales and marketing includes functionality that allows you to acquire, store, and use a range of data in the sales flow from the initial sales initiative to future follow up and additional sales. Sales and marketing also allows you to acquire selected customer data through Enterprise Portal.

Using Sales and marketing, you can:

  • Create global address book records, business relations, leads, and opportunities.

  • Manage sales performance of sales personnel, sales units, and companies.

  • Create and run a group of activities.

  • Store electronic correspondence.

  • Store sales and marketing transactions and data.

  • Create marketing campaigns.

Sales and marketing business process

The following process flow illustrates the Sales and marketing business process.

Sales and Marketing business process

Sales and marketing integrations

Sales and marketing integrates with the following Microsoft programs:

  • Microsoft Office Outlook

  • Microsoft Office Excel

  • Telephony Application Programming Interface (TAPI)

NoteIntegration considerations, such as supported environments and platforms, are discussed in the System and Application Setup Guide.