Sales Innovation with SAP S/4HANA, Business AI, an...

Mrinal_Chanda · ‎2025 Apr 09

From the perspective of a sales representative, in today's fast-paced companies, they must multitask all the time to keep up with the demands of their jobs, including nurturing connections with customers, negotiating and completing deals, and monitoring key performance indicators. With the help of business AI, the digital assistant Joule, and the new SAP S/4HANA system, sales representatives are now able to accomplish more in less time. In this article, we'll look at how SAP S/4HANA boosts sales rep efficiency, solves common business problems, and puts SAP ahead of the competition.

The Routine of a Salesperson Using SAP S/4HANA

Just picture yourself as a salesperson beginning each day with a synopsis of the most pressing matters that need your attention right away. This is made very easy and feasible using SAP S/4HANA. Important tasks, forthcoming meetings, and awaiting approvals are highlighted on a personalized dashboard made possible by the platform's user-friendly design. This clear view of your priorities allows you to start each day on a positive note.

Harnessing AI for Your Company

Integrating with advanced business AI is one of SAP S/4HANA's distinguishing characteristics. This technology helps sales representatives make informed decisions by analysing large volumes of data and providing actionable insights. To illustrate the point, AI can determine which leads have the best chance of converting, so you can direct your attention to the most promising ones. Furthermore, it can detect patterns and trends in consumer behaviour, letting you adjust your sales tactics appropriately.

Navigating SAP S/4HANA with Ease

The intuitive design of SAP S/4HANA makes navigating the system a joy. There is less of a learning curve for new users on the site because of how it is designed. With SAP S/4HANA, you can easily update customer information, generate sales reports, and track your performance KPIs. Focus on what matters most - creating relationships and closing business - with the help of the effortless navigation that saves time and boosts productivity.

Have a look at Joule: Your Personal Digital AI Assistant
The digital AI assistant Joule, which is a part of SAP S/4HANA, is going to revolutionize the way sales personnel do their jobs. When you use Joule, it's like having your own personal assistant that streamlines your work process. Would you like to set up a meeting? No problem for Joule. Are you in search of the most recent sales data? Get up-to-the-minute information with Joule. You can focus on more strategic endeavors with the time you gain from using Joule to automate mundane chores.

Dealing with Problems Facing the Company
Managing client connections, monitoring sales success, and keeping up with market developments are a few of the common challenges that sales professionals encounter. Let’s follow the system and navigate to understand this better way. Here Jessica Walker acts as a sales representative. Let's start the demo -

I am Jessica Walker, a sales representative, and I commence my day by examining tasks and notifications that want prompt attention.

Fig 1 Task & Situations

Rather than navigating multiple reports and dashboards, I review "My Home" for a crisp overview of urgent tasks and notifications. Thereby addressing the following task.

- Approving a quotation that requires immediate attention.
- Examine situation notifications regarding the uploaded incomplete PDF and assess the deficient data.

Fig 2 Incomplete SO

Clicking on notifications directs me to the impacted sales order. The status indicates "Data Incomplete." A notification bell captures my attention.

Fig 3: Item Level SO error

I promptly review the warning and discover that the system has already diagnosed the issue and suggested a solution.

Fig 4 : AI guided Explaination

Upon the accurate update of data, the system permits a side-by-side display for verification.

Fig 5: PDF comparisonThe data has been updated, and save it for subsequent processing.

Fig 6: Udate Missing data

Then I scroll down and observe many "Insight Business Cards." One of them is "Sales Order Blocked." It is also displaying an itemized list of sales orders. As a sales representative, I am accountable for the seamless execution of the sales cycle. I opt to examine a single sales order from the list to understand the underlying details.

Fig 7: Insight Card "Delivery Block"Fig 8: Remove Delivery BlockFig 9 : Delivery Block Removed

From the "Insight Card," I swiftly transition to the sales order and discover it is in a blocked status. Upon comprehensive examination, I remove the block and allow it to proceed further.

Fig 10: Updated insight card

Upon returning to the "Home Page," the affected sales order is no longer visible in the insight card.

Now I subsequently return to the homepage. I have a customer meeting scheduled for later this week. I seek a summary of recent customer activities and an analysis of significant financial transactions and contracts in preparation for the meeting. I use Customer 360 to obtain this information, providing me with a comprehensive overview for the customer.

Fig 11: Customer 360Fig 12 : Customer 360 : Business TransactionsFig 13: Customer 360 : All Transaction view

I intend to verify specific customer facts through the "Customer 360 View." I leverage "Smart Filtering" to identify specific customers from an extensive list. All consumer details are now before me. I can examine every minute detail of it. I utilize “AI—Smart Summarization” to extract all important facts about that customer. I want to communicate this information to the management for weekly meeting.

Fig 14 : AI summary for productFig 15: AI summary for Sales

A customer contacts me regarding an inquiry concerning a sales order, providing the "customer reference" number. (It is ZXW-560 in this case.) I can utilize the launchpad search within an application to promptly locate the business object.

Fig 16: Customer ReferenceFig 17: Result of Customer reference

The system retrieves the precise order through efficient search and presents it for inspection.

For my upcoming task, I intend to seek assistance from the AI-powered chatbot named "Joule." I am mostly engaged in sales activities, but due to the sick leave of the return clerk , I have to take care of that part too. I receive a return from a customer but lack familiarity with the return creation procedure. I use Joule to ascertain the method for facilitating a return effortlessly.

Fig 18: JouleFig 19: Joule for Customer returnFig 20: Create Return

I have initiated a chat with "Joule". I seek assistance with "return order management" and am requesting guidance from "Joule." Joule is providing comprehensive information, including the application name, direct navigation, and assistance features. I have accessed "Manage Customer Return" through direct navigation from Joule.

However, there are numerous fields that remain unfamiliar to me. I request assistance from "X-Ray" to comprehend certain fields and their values. Subsequently, I observe that the system has initiated AI-driven auto-recommendations for return orders. This feature facilitates a seamless return creation process.

Fig 21: Help recomendationFig 22: X Ray helpFig 22: Auto RecomendationFig 23: Choose RecomendationFig 24: Save & Release

Upon the creation of a return order, I wish to pass on its data via Microsoft Teams to another team member for subsequent processing. The returns clerk receives a Microsoft Teams notice on their mobile device for the next action.

Fig 25 : Share in Microsoft TeamsFig 26: Display in MS card

This step concludes the system navigation/demo.

SAP S/4HANA tackles these problems directly:
You can see your clients from every angle using SAP S/4HANA, which is great for CRM (customer relationship management). You may better comprehend their requirements, communicate with them on a personal level, and develop more profound relationships.
2. Sales Performance Tracking: With the platform's real-time analytics and reporting, you can keep tabs on how well you're doing compared to your goals. You can quickly pinpoint problem areas and implement solutions with this level of transparency.
3. Up-to-Date Market Trends and Insights: The business AI in SAP S/4HANA is always analyzing market data to bring you the most recent trends and insights. If you want to keep ahead of the competition and adjust your sales tactics to fit the ever-changing industry, you need this information.

Advantages for Clients
Customers, not just salespeople, may reap the benefits of SAP S/4HANA. Customers are guaranteed fast and personalized service with SAP S/4HANA's help, thanks to its ability to streamline sales processes and enhance efficiency. The software keeps clients informed about the status of their orders and any potential concerns through real-time updates and analytics. This openness cultivates trust and encourages loyal patronage in the long run.

An epic shift for SAP business artificial intelligence (AI), intuitive user interface (UI), and digital assistant Joule all come together in SAP S/4HANA, making it a revolutionary product in the corporate software industry. A key differentiator for SAP S/4HANA is its ability to alleviate sales agents' problems while simultaneously increasing client happiness. Salespeople can remain busy, educated, and responsive because to the platform's easy design and powerful features, which drive corporate success.
To sum up, SAP S/4HANA is revolutionizing the day-to-day work of sales reps. Its digital assistant Joule, user-friendly UI, and incorporation of business AI make it an essential tool for sales teams. Sales agents work more efficiently with SAP S/4HANA, and the company solidifies its position as an industry leader in enterprise software by alleviating typical business pain points and increasing customer satisfaction. Without a question, SAP S/4HANA will be pivotal in determining how sales operations are shaped in the future as firms undergo continuous evolution.

For more information on SAP S/4HANA Cloud, check out the following links:

SAP S/4HANA Cloud release info here
SAP S/4HANA Cloud Early Release Series Webinars here
Latest 2502 SAP S/4HANA Cloud Release Blogs here
Product videos on our SAP S/4HANA Cloud and SAP S/4HANA YouTube playlist
SAP S/4HANA Cloud, Public Edition Early Release Series here
SAP S/4HANA Cloud for User Experience and Cross Topics, Public Edition Continuous Influence Session here
Inside SAP S/4HANA Podcast here
openSAP microlearning for SAP S/4HANA here
Inside SAP S/4HANA Podcast here
Best practices for SAP S/4HANA Cloud here
SAP S/4HANA Cloud Community: here
Feature Scope Description here
What’s New here
Help Portal Product Page here
Implementation Portal here