Reaching Customers Through CRM SAP Fiori and Google

Reaching Customers Through CRM, SAP Fiori, and Google Maps Ross Wieber, TSI Paul Modderman, Mindset

Learning Points • Intros • About TSI • The Business Story – Fiori/Mobility – Funnel Map • SAP UX Tech Story • Lessons Learned

Intros • Ross Wieber, TSI • Paul Modderman, Mindset

Ross Wieber, TSI Ross Wieber Lead SAP Business Analyst T: 651 -490 -4046 ross. wieber@tsi. com

Paul Modderman, Mindset Paul J. Modderman Sr. Product Architect & Tech Evangelist M: 651 -253 -6087 paul@mindsetconsulting. com

About TSI • Industry leader in design and production of precision measurement instruments • HQ in Shoreview, MN – field offices throughout US, EU and Asia • Direct and Channel Sales • 90+ Sales Employees

Product Families Test & Measurement Health & Safety Energy & Comfort Flow Meter GP Flow Research & Analytical Controlled Environments Particle Instruments Contamination Control Critical Environments OEM Flow Fluid Mechanics

TSI SAP Landscape • ERP 6. 0 EHP 7 • CRM 7. 0 EHP 4 (just upgraded) • Fiori Frontend Server (FES) Hub, ERP and CRM backend – ABAP and UI 7. 52 – Fiori 2. 0 for CRM

Quick Video

TSI CRM + Fiori – Sales Rep Profile • 60% of time in the field, averaging 500 miles per week • Target 7 scheduled fields sales calls per week + 3 -4 additional cold calls • Most important needs – – Quickly ID targets for cold calls Adding notes to appointments immediately following Visibility to customer interactions for timely follow-up Sales Manager sales discount approval

Fiori Apps for Sales Representative Standard Apps • My Notes • My Appointments • My Tasks • My Accounts • My Contacts • My Leads • My Opportunities Customized Apps • Sales Funnel Map • My Customer Activity • My Customer Complaints • My ERP Inbox

Funnel Map • Reps’ previous usage of mapping tools • Filters – Lead (Green) – Opportunity (Red) – Upcoming Appointments (Orange) – Follow Tasks (Yellow) – Install Base Tier 1 (Blue)

The SAP UX Tech Story • A UX platform designed for enterprise software • A technology stack of independent components

Enhancing SAPUI 5 • They’re Just Web Apps • Add. js – and there you go! • Bonus Trivia – Who is this guy? – What symbol on right? – What song?

Google Maps • Markers • Addresses or Geocoordinates?

Nerd Stuff • Promises, Promises • Browser Local Storage != Offline

One More Cool Thing Overlapping. Marker. Spiderfier

Lessons Learned • • • China Converting Leads to Opportunities Sorting Leads My Inbox – Quote Approvals CRM Handling 2 Reps/1 Account Filtering by Zip Code

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