A Playbook for Opportunities is a set of activities that guide sales representatives to progress their opportunities through the sales cycle. A Playbook can be configured by a Sales Manager using the fine-tuning activity Configure Playbooks for Opportunities. In this activity, a Sales Manager can create different Playbooks for different scenarios, such as industry, product, or revenue. Each Playbook can have one or more activity types, which are the tasks that sales representatives need to complete for each opportunity. The activity types that can be created for a Playbook are:
Appointment: This activity type allows sales representatives to schedule a meeting with the customer, such as a demo, presentation, or negotiation. The appointment can be created in the calendar of the sales representative and the customer, and can be synced with Microsoft Outlook or Google Calendar.
Email: This activity type allows sales representatives to send an email to the customer, such as a follow-up, proposal, or quotation. The email can be composed using predefined templates or custom text, and can be tracked for open and click rates.
Update Field: This activity type allows sales representatives to update a field in the opportunity, such as the sales phase, probability, or expected close date. The update field activity can help sales representatives to keep their opportunities up to date and accurate.
Survey: This activity type is not available for Playbooks for Opportunities. Surveys are used to collect feedback from customers or prospects, and can be created using the fine-tuning activity Configure Surveys. Surveys can be sent to customers or prospects via email, SMS, or web link, and can be analyzed using the Survey Dashboard app.
Call List: This activity type is not available for Playbooks for Opportunities. Call Lists are used to manage outbound calls to customers or prospects, and can be created using the fine-tuning activity Configure Call Lists. Call Lists can help sales representatives to prioritize and track their calls, and can be integrated with SAP Contact Center or third-party telephony systems.
References = Using Guided Selling to Work with Opportunities, Enhance Sales Effectiveness with Guided Selling in SAP Sales Cloud Version 2 - Webcast
