SAP Business One CRM Sales & Service

SAP Business One Customer Relationship Management (CRM) controls all the information on your customers, prospects, resellers and suppliers including profiles, contact summaries, account balances and sales pipeline analysis.

SAP Business One delivers fully integral CRM functionality as part of the complete solution. This functionality ensures complete control of customer acquisition, retention, loyalty and profitability for the business. Tightly integrated features across marketing, sales and service provide end-to-end visibility of the complete customer lifecycle.

The SAP Business One CRM sales cycle management functions record every sales opportunity across the customer lifecycle, from lead identification, through discovery, qualification, proposal, closure and ultimately through after-sale service and support. Integral CRM allows users to enter details of the opportunity, including the source, potential deal size, closing date, competitors and activities.

Reports are a critical element of the CRM functionality allowing users to analyse opportunities by lead source, territory, industry, customer and item. The reports manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter. Users see the distribution of leads by source over time to identify the most profitable lead generation activities.

Key features and functionality:

Business partners: Controls all information on customers, prospects, resellers and suppliers: including e-mail address, profiles, sales reports, activities with business partners, account balances and provides a calendar for user activities using search methods such as 'start with' or 'contains' to find the necessary item.

Reports: Allow you to analyze opportunities by lead source, territory, industry, customer, and item

Forecasts: Enables you to manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter

Lead distribution: Lets you view the distribution of leads by source over time to identify the most profitable lead generation activities

Activities calendar: Offers a highly configurable scheduling tool that shows activity types, covers workdays, hours, and holidays, allows multiple users to access the same calendar, and provides a team dashboard calendar

Usability: Streamlines employee productivity through easy-to-use tools and features such as a win/loss opportunity table, open/closed opportunities, forecast reporting, and new fields such as territory, project, sales channel, source, owner, and number of open activities.

Operations: Sales Quotation, Salea Order, Inventory Master