1. SAP Glossary
  2. Sales OnDemand
  3. playbook


What is playbook in SAP LOD-CRM-SOD - Sales OnDemand?


SAP Term: playbook

  • Component: LOD-CRM-SOD

  • Component Name: Sales OnDemand

  • Description: A customizable set of activity and action proposals designed for sales phases in the sales cycle.


Smart SAP Assistant

  • Key Concepts: 
    Playbook is a feature of SAP Sales OnDemand that allows users to create and manage sales playbooks. A sales playbook is a set of best practices and processes that guide sales teams in their daily activities. It helps to ensure that all sales activities are consistent and effective. 
    
    How to use it: 
    To use the Playbook feature, users must first create a playbook. This can be done by selecting the “Create Playbook” option from the main menu. Once the playbook is created, users can add tasks, assign roles, and set deadlines for each task. They can also track progress and review results. 
    
    Tips & Tricks: 
    When creating a playbook, it is important to consider the goals of the team and the resources available. It is also important to ensure that all tasks are clearly defined and that deadlines are realistic. Additionally, it is important to review the playbook regularly to ensure that it is up-to-date and effective. 
    
    Related Information: 
    For more information on SAP Sales OnDemand Playbook, please refer to the official SAP documentation at https://help.sap.com/viewer/product/SAP_SALES_ONDEMAND/1H2020/en-US
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