Typically, numerous participants and many different systems are involved in a quotation process. This results in a high administrative effort − and valuable time is lost that is not available for the content work and the elaboration of the offer.
With INCEMENDO.cowork, companies create the appropriate framework within which the preparation of sales offers can take place in a targeted manner. Through integration with Microsoft Sharepoint and Microsoft Teams, basic organizational activities are triggered and executed automatically.
Automation of administrative procedures in the quotation process
Creation of the structural framework for processing documents and coordinating those involved
Consolidation of all relevant information for quotation creation on SAP Business Technology Platform
Integration with Microsoft Sharepoint and Microsoft Teams
Immediate start of content-related work without losing time to administrative activities
The starting point of the quotation process is usually the CRM system, for example SAP Sales Cloud. Here, a sales employee creates a new opportunity or a new sales quote. INCEMENDO.cowork can not only be used in conjunction with a CRM system, but also works when the sales quote is created in an ERP system such as SAP S/4HANA.
INCEMENDO.cowork automatically takes over the information from the sales quote of the CRM system or the ERP system. The application prepares the data on SAP Business Technology Platform transparently and, for example, also names the correct contact persons and the people in charge. This creates transparency around the quotation process.
Microsoft Sharepoint serves as the central instance for storing all documents that are relevant for processing the quotation. Thus, all participants can access them. INCEMENDO.cowork automatically creates three folders in Sharepoint after creating the sales quote: for documents from the customer, for documents in process and for the final documents. Predefined naming conventions are taken into account in the folder structure to ensure consistent naming and quick retrieval.
Communication is crucial for collaboration in the quotation process. That’s why INCEMENDO.cowork is also integrated with Microsoft Teams. Creating a sales quote in SAP Sales Cloud or SAP S/4HANA triggers another action: creating a defined structure with three sub-channels in Microsoft Teams. Now the responsible employee only has to add the required colleagues.
At the event “Hack2Build – Beyond a Hackathon” (April 13–20, 2021), participating SAP partners developed side-by-side extensions for SAP S/4HANA. IBsolution presented to the jury a showcase that automates administrative workflows in the sales quote process through the interaction of SAP S/4HANA, SAP Sales Cloud and SAP Business Technology Platform – and was chosen as the winner of the competition.
It’s pretty simple: customers expect first-class experiences. If their high expectations aren’t met, they go to the competition. The key to satisfied customers is better, faster, and more efficient sales. That’s why leading companies across different sectors and industries rely on SAP Sales Cloud. It helps you increase profits, open up new markets, and differentiate your services from competitors.
The INCEMENDO.data_access add-on provides OData services for SAP ECC to enable communication between the standard ERP and SAP Cloud Platform. Make your customer-specific developments compatible with SAP S/4HANA even before the actual migration. This gives you the assurance that you won’t have to put any effort into moving your extensions when you switch to SAP S/4HANA later.