Win New Customers and Maintain Existing Relationships

With SAP Business One you can incorporate customer relationship management (CRM) allowing you to rid yourself of any stand alone CRM software that you may be using. By integrating CRM functionality SAP Business One allows you close sales faster and better serve your customers by automating processes and allowing you to efficiently manage activities throughout the entire sales cycle.

You can use the powerful sales management tools of the SAP Business One application to create quotes, enter customer orders, and perform real-time availability checks cross all your warehouses. It allows you to record new sales opportunities with relevant information such as lead source, potential competition and closing date. It allows permits you to track relevant activities from the first contact to the successful close of the transaction.

The integration of SAP Business One with Microsoft Outlook allows you to synchronise contacts and opportunities, while gaining instant access to customer data from your e-mail using snapshot templates. The print layout designer tool in SAP B1 provides templates for any document you may need during the sales process, such as quotations, order confirmations, and billing documents.

Key Features

Sales and opportunity management

 Track sales opportunities and activities from first contact to closing the sale

 Create instant price quotes, convert them to orders, and perform real-time product availability checks

 Generate sales documents more easily with a variety of templates

 Create dashboards and interactive reports for forecasting and sales analysis

Customer contacts

 Manage lead and customer data in a simple user interface

 Access customer balances, credit lines, opportunities, and open orders from a single screen

 Automatically transfer data from master records to relevant transactions

Service management

 Efficiently manage warranty and service contracts

 Respond to customer service requests from a central location

 Search for solutions to customer problems in a solutions knowledge database

 Monitor service levels with alerts and reports

Integration with Microsoft Outlook

Manage and maintain customer contacts with full Microsoft Outlook synchronisation

Reporting and analysis

Create detailed reports on every aspect of the sales process, including sales forecasting and pipeline tracking, using time-saving report templates

Intelligent 360 enhances the standard CRM functionality in SAP Business One providing a complete view of customers and suppliers in one screen allowing to easily access and perform analysis on transactions, orders, quotations, deliveries and opportunities and email them directly from the screen with Intelligent Email.