Course description

Implementing SAP Sales Cloud Version 2 is a comprehensive professional training program designed for Sales Consultants, SAP CX Consultants, CRM Administrators, Sales Managers, Sales Representatives, SAP Functional Consultants, Solution Architects, and SAP certification candidates.

This learning journey provides complete coverage of SAP Sales Cloud Version 2, including sales automation, lead and opportunity management, quotes, sales orders, visits, forecasting, pipeline management, artificial intelligence, machine learning, Microsoft Teams integration, Relationship Intelligence, mobile sales, and enterprise sales process configuration.

Through practical demonstrations and real-world implementation scenarios, learners will gain the skills required to implement, configure, customize, and administer SAP Sales Cloud Version 2 for modern digital sales organizations.

SAP Sales Cloud Version 2 is SAP's next-generation intelligent CRM solution that enables organizations to streamline sales operations, improve customer engagement, automate sales activities, and leverage artificial intelligence to increase sales productivity.

This course covers both business-user and administrator perspectives. Learners will explore daily workflows for sales representatives and sales managers, Guided Selling, Task Management, Visit Management, forecasting, AI-powered recommendations, Microsoft Teams integration, Relationship Intelligence, mobile sales, and complete administrative configuration of sales processes, leads, opportunities, quotes, sales orders, workflows, AI capabilities, collaboration tools, and mobile applications.

By the end of this course, learners will be able to implement and manage enterprise sales processes using SAP Sales Cloud Version 2 while preparing for SAP certification.

Who Should Attend

  • SAP Sales Cloud Consultants
  • SAP CX Consultants
  • CRM Administrators
  • Sales Managers
  • Sales Representatives
  • SAP Functional Consultants
  • Business Analysts
  • CRM Solution Architects
  • Sales Operations Managers
  • Customer Experience Consultants
  • SAP Implementation Partners
  • Enterprise Sales Consultants
  • SAP Administrators
  • Cloud CRM Consultants
  • SAP Certification Candidates

Skills You Will Gain

  • SAP Sales Cloud Version 2
  • Sales Automation
  • Lead Management
  • Opportunity Management
  • Quote Management
  • Sales Order Management
  • Visit Management
  • Guided Selling
  • Pipeline Management
  • Sales Forecasting
  • Microsoft Teams Integration
  • Relationship Intelligence
  • Machine Learning
  • Generative AI
  • CX AI Toolkit
  • AI Agents
  • Mobile Sales
  • Workflow Configuration
  • CRM Administration
  • Enterprise Sales Operations

Career Opportunities

  • SAP Sales Cloud Consultant
  • SAP CX Consultant
  • CRM Functional Consultant
  • Sales Operations Consultant
  • CRM Administrator
  • SAP Solution Consultant
  • Sales Enablement Consultant
  • Business Process Consultant
  • SAP Customer Experience Consultant
  • CRM Business Analyst
  • Enterprise CRM Consultant
  • Cloud CRM Specialist
  • Sales Transformation Consultant
  • SAP Functional Lead
  • SAP Certification Professional

Certification Preparation

This course aligns with the SAP Learning Journey Implementing SAP Sales Cloud Version 2 and prepares learners for SAP Sales Cloud Version 2 implementation topics including sales processes, AI capabilities, collaboration tools, workflow configuration, Microsoft Teams integration, Relationship Intelligence, and mobile application administration.

What will i learn?

  • Understand SAP Sales Cloud Version 2 architecture and navigation.
  • Manage daily sales representative activities.
  • Configure Guided Selling and Task Management.
  • Manage visits and customer engagements.
  • Monitor KPIs, forecasts, and sales pipelines.
  • Implement machine learning and Generative AI capabilities.
  • Configure CX AI Toolkit and AI Agents.
  • Integrate Microsoft Teams.
  • Configure Relationship Intelligence.
  • Configure leads, opportunities, quotes, and sales orders.
  • Configure operational sales workflows.
  • Administer the SAP Sales Cloud mobile application.
  • Support enterprise sales automation.

Requirements

  • Basic CRM Concepts
  • Sales Process Fundamentals
  • Customer Relationship Management
  • Business Process Knowledge
  • SAP Fundamentals (Helpful)
  • Computer or Laptop
  • Internet Connection
  • SAP Sales Cloud Version 2 Trial or Enterprise Access (Recommended)
  • Modern Web Browser
  • Microsoft Teams (Optional for integration exercises)

Frequently asked question

SAP Sales Cloud Version 2 is SAP's intelligent cloud CRM platform designed to automate sales processes, improve customer engagement, and increase sales productivity using AI-powered capabilities.

Yes. The course covers configuring leads, opportunities, quotes, sales orders, visits, and complete sales process management.

Yes. You'll learn Machine Learning, Generative AI, the CX AI Toolkit, and AI Agents available in SAP Sales Cloud Version 2.

Yes. The course explains Microsoft Teams integration and Relationship Intelligence for improved collaboration and customer engagement.

Yes. You'll learn both the usage and configuration of the SAP Sales Cloud Version 2 mobile application.

Yes. The second module focuses on administrator workflows, sales configuration, AI configuration, collaboration features, and mobile application configuration.

Yes. The course includes KPI evaluation, forecasting, and pipeline management for sales managers.

You will be able to implement, configure, administer, and optimize SAP Sales Cloud Version 2 while supporting enterprise sales organizations with intelligent CRM capabilities.

  • Lesson 01 00:00:00
    Module 1 Overview

    This module introduces SAP Sales Cloud Version 2 and its core capabilities. Learners will understand the user interface, navigation, daily activities of sales representatives and sales managers, machine learning, generative AI, Microsoft Teams integration, Relationship Intelligence, and the mobile application.

    By completing this module, learners will gain the knowledge required to efficiently use SAP Sales Cloud Version 2 for modern sales operations and customer engagement.

    What You Will Learn

    • Understand SAP Sales Cloud Version 2 and its navigation.
    • Explore Guided Selling, Task Management, and Visit Management.
    • Understand a sales representative's daily workflow.
    • Manage KPI evaluation, forecasting, and pipeline management.
    • Understand Machine Learning and Generative AI.
    • Explore the CX AI Toolkit and AI Agents.
    • Configure Microsoft Teams integration.
    • Understand Relationship Intelligence.
    • Use the SAP Sales Cloud Version 2 mobile application.

    Units in This Module

    • Unit 1: Introducing SAP Sales Cloud Version 2
    • Unit 2: Understanding a Sales Representative's Daily Workflow
    • Unit 3: Managing the Sales Manager's Daily Workflow
    • Unit 4: Discovering Machine Learning Fundamentals and Generative AI
    • Unit 5: Navigating Microsoft Teams Integration and Relationship Intelligence
    • Unit 6: Working with the Sales Cloud Version 2 Mobile App
  • Lesson 02 00:00:00
    1.1 Introducing SAP Sales Cloud Version 2

    This unit introduces SAP Sales Cloud Version 2, its user interface, navigation, key business capabilities, and the overall architecture of SAP's intelligent CRM platform. Learners will understand how the solution supports modern sales organizations through intelligent automation and customer engagement.

    Key Topics

    • SAP Sales Cloud Version 2
    • CRM Fundamentals
    • Navigation
    • User Interface
    • Sales Workspace
    • Customer Experience
    • Intelligent CRM
    • Cloud Sales Platform
  • Lesson 03 00:00:00
    1.2 Understanding a Sales Representative's Daily Workflow

    This unit focuses on the daily responsibilities of sales representatives, including Guided Selling, Task Management, customer visits, lead follow-up, opportunity management, and sales execution activities that improve productivity and customer engagement.

    Key Topics

    • Sales Representative
    • Guided Selling
    • Task Management
    • Visit Management
    • Lead Management
    • Opportunity Management
    • Daily Activities
    • Customer Engagement
  • Lesson 04 00:00:00
    1.3 Managing the Sales Manager's Daily Workflow

    This unit introduces the daily workflow of sales managers, including pipeline management, KPI monitoring, forecasting, sales performance analysis, and team performance evaluation to support strategic sales decisions.

    Key Topics

    • Sales Manager
    • Sales Pipeline
    • KPI Monitoring
    • Sales Forecasting
    • Performance Analysis
    • Team Management
    • Opportunity Pipeline
    • Sales Analytics
  • Lesson 05 00:00:00
    1.4 Discovering Machine Learning Fundamentals and Generative AI

    This unit introduces Machine Learning and Generative AI capabilities available in SAP Sales Cloud Version 2. Learners will explore intelligent recommendations, AI-assisted selling, CX AI Toolkit, AI Agents, and productivity-enhancing features.

    Key Topics

    • Machine Learning
    • Generative AI
    • CX AI Toolkit
    • AI Agents
    • Intelligent Recommendations
    • Predictive Sales
    • AI Productivity
    • SAP AI
  • Lesson 06 00:00:00
    1.5 Navigating Microsoft Teams Integration and Relationship Intelligence

    This unit explains how SAP Sales Cloud integrates with Microsoft Teams and Relationship Intelligence to improve collaboration, customer communication, relationship tracking, and sales productivity across distributed teams.

    Key Topics

    • Microsoft Teams
    • Relationship Intelligence
    • Collaboration
    • Customer Communication
    • Team Productivity
    • Enterprise Collaboration
    • CRM Integration
    • Customer Relationships
  • Lesson 07 00:00:00
    1.6 Working with the Sales Cloud Version 2 Mobile App

    This unit introduces the SAP Sales Cloud Version 2 mobile application, enabling sales professionals to manage customers, opportunities, appointments, visits, and sales activities while working remotely.

    Key Topics

    • Mobile Application
    • Mobile CRM
    • Sales Mobility
    • Remote Selling
    • Customer Visits
    • Mobile Productivity
    • Sales Activities
    • SAP Sales Cloud

  • Lesson 01 00:00:00
    Module 2 Overview

    This module focuses on configuring SAP Sales Cloud Version 2 to support enterprise sales processes. Learners will explore administrator workflows, sales object configuration, workflow automation, AI configuration, communication features, collaboration tools, and mobile application administration.

    By completing this module, learners will gain the practical skills required to configure and administer SAP Sales Cloud Version 2 for enterprise CRM implementations.

    What You Will Learn

    • Understand the administrator's daily workflow.
    • Configure leads, opportunities, quotes, sales orders, and visits.
    • Configure sales workflows and operational processes.
    • Configure Machine Learning and AI.
    • Configure Microsoft Teams integration.
    • Configure Relationship Intelligence.
    • Configure the SAP Sales Cloud Version 2 mobile application.

    Units in This Module

    • Unit 1: Exploring the Administrator's Daily Workflow
    • Unit 2: Configuring Leads, Opportunities, Quotes, Sales Orders and Visits
    • Unit 3: Configuring Sales Workflows and Operations
    • Unit 4: Exploring the Configuration of Machine Learning and AI
    • Unit 5: Boosting Communication and Collaboration
    • Unit 6: Configuring the Mobile App
  • Lesson 02 00:00:00
    2.1 Exploring the Administrator's Daily Workflow

    This unit introduces the responsibilities of SAP Sales Cloud administrators, including system administration, configuration management, user administration, sales process maintenance, and operational monitoring.

    Key Topics

    • Administrator Workflow
    • System Administration
    • User Management
    • Configuration Management
    • CRM Administration
    • Sales Operations
    • SAP Sales Cloud
    • Enterprise Administration
  • Lesson 03 00:00:00
    2.2 Configuring Leads, Opportunities, Quotes, Sales Orders and Visits

    This unit explains how administrators configure the core sales objects within SAP Sales Cloud Version 2, enabling organizations to streamline the complete sales lifecycle from lead generation to sales order processing.

    Key Topics

    • Lead Configuration
    • Opportunity Management
    • Quote Management
    • Sales Orders
    • Visit Management
    • Sales Lifecycle
    • CRM Configuration
    • Sales Automation
  • Lesson 04 00:00:00
    2.3 Configuring Sales Workflows and Operations

    This unit focuses on configuring enterprise sales workflows, approval processes, operational automation, and business rules that support efficient sales execution across the organization.

    Key Topics

    • Sales Workflows
    • Business Processes
    • Workflow Automation
    • Approval Processes
    • Sales Operations
    • Process Configuration
    • CRM Automation
    • Enterprise Sales
  • Lesson 05 00:00:00
    2.4 Exploring the Configuration of Machine Learning and AI

    This unit introduces the administrative configuration of Machine Learning, AI-powered recommendations, Generative AI capabilities, and intelligent sales features within SAP Sales Cloud Version 2.

    Key Topics

    • AI Configuration
    • Machine Learning
    • Generative AI
    • Intelligent Recommendations
    • CX AI Toolkit
    • AI Agents
    • Predictive Intelligence
    • SAP AI
  • Lesson 06 00:00:00
    2.5 Boosting Communication and Collaboration

    This unit explains how to configure collaboration capabilities, including Microsoft Teams integration and Relationship Intelligence, to improve communication and customer engagement across sales teams.

    Key Topics

    • Microsoft Teams
    • Relationship Intelligence
    • Collaboration
    • Communication
    • Customer Engagement
    • Team Productivity
    • CRM Collaboration
    • Enterprise Communication
  • Lesson 07 00:00:00
    2.6 Configuring the Mobile App

    This unit focuses on configuring the SAP Sales Cloud Version 2 mobile application, enabling secure mobile access, offline capabilities, synchronization, and mobile sales productivity for enterprise users.

    Key Topics

    • Mobile App Configuration
    • Mobile CRM
    • Device Management
    • Mobile Security
    • Offline Access
    • Synchronization
    • Mobile Sales
    • SAP Sales Cloud

  • Lesson 01 00:00:00
    Hands-on Practical Exercises

    Throughout this course, learners will complete practical exercises using SAP Sales Cloud Version 2 to gain real-world experience in configuring, administering, and optimizing enterprise sales processes.

    Participants will perform the following exercises:

    • Navigate the SAP Sales Cloud Version 2 interface.
    • Configure user profiles and business roles.
    • Manage leads and lead qualification.
    • Create and manage opportunities.
    • Configure quotes and sales orders.
    • Schedule and manage customer visits.
    • Configure Guided Selling and Task Management.
    • Monitor sales pipelines and forecasts.
    • Configure dashboards and KPIs.
    • Implement approval workflows.
    • Configure sales process automation.
    • Enable Microsoft Teams integration.
    • Configure Relationship Intelligence.
    • Configure Machine Learning capabilities.
    • Implement Generative AI features.
    • Configure the CX AI Toolkit.
    • Manage AI Agents.
    • Configure the SAP Sales Cloud mobile application.
    • Synchronize mobile data.
    • Test end-to-end enterprise sales scenarios.
  • Lesson 02 00:00:00
    Enterprise SAP Sales Cloud Version 2 Implementation Project

    Building an Intelligent Enterprise Sales Management Solution

    In this capstone project, learners will implement a complete SAP Sales Cloud Version 2 solution for a fictional enterprise. The project simulates a real-world CRM implementation covering lead management, opportunity tracking, quotations, sales automation, forecasting, AI-powered selling, collaboration, mobile sales, and analytics.

    Participants will configure the platform from both the sales representative and administrator perspectives while implementing enterprise best practices.

    Phase 1 – Sales Foundation

    Configure and implement:

    • SAP Sales Cloud Version 2 Environment
    • Business Roles
    • User Profiles
    • Guided Selling
    • Task Management
    • Lead Management
    • Opportunity Management
    • Visit Management

    Phase 2 – Sales Operations

    Implement:

    • Quote Management
    • Sales Order Management
    • Sales Pipeline
    • Forecasting
    • KPI Dashboards
    • Sales Workflows
    • Business Rules
    • Approval Processes

    Phase 3 – Intelligent Sales

    Configure:

    • Machine Learning
    • Generative AI
    • CX AI Toolkit
    • AI Agents
    • Relationship Intelligence
    • Microsoft Teams Integration
    • Intelligent Recommendations

    Phase 4 – Mobile & Enterprise Productivity

    Implement:

    • Mobile Application Configuration
    • Mobile Synchronization
    • Offline Access
    • Mobile Security
    • Customer Visit Management
    • Enterprise Sales Collaboration
    • Production Readiness Validation

    Expected Project Outcome

    Upon successful completion of this project, learners will be able to:

    • Configure SAP Sales Cloud Version 2 from scratch.
    • Manage enterprise sales processes.
    • Configure leads, opportunities, quotes, and sales orders.
    • Automate workflows and approvals.
    • Build intelligent AI-assisted sales processes.
    • Configure Microsoft Teams integration.
    • Implement Relationship Intelligence.
    • Manage sales forecasting and KPIs.
    • Configure enterprise mobile sales.
    • Deliver production-ready CRM solutions.

Jittesh Purrohit

Lectures

16

Skill level

Advanced

Expiry period

Lifetime

Related courses