SAP Business One Customer Relationship Management

Keep customers happy with SAP Business One CRM

SAP Business One Customer Relationship Management is a completely integrated and efficient CRM solution built into SAP Business One ERP

Complete sales and service management

SAP Business One delivers fully integral Customer Relationship Management (CRM) functionality as part of the complete solution. SAP Business One Customer Relationship Management 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 life-cycle.

SAP Business One Customer Relationship Management sales

The SAP Business One CRM sales cycle management functions record every sales opportunity across the customer life-cycle, from lead identification, through discovery, qualification, proposal, closure and ultimately through after-sales 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 SAP Business One Customer Relationship Management functionality allowing users to 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.

SAP Business One Customer Relationship Management – Key Features

  • Sales (Accounts Receivable): Helps create quotations, enter customer orders, set up deliveries, update stock balances and manage all invoices and accounts receivables
  • Purchasing (Accounts Payable): Manages and maintains supplier transactions such as issuing purchase quotations and orders, updating stock numbers, calculating landed costs for imported items, handling returns and credits and processing payments
  • Business partners: Controls all information on customers, resellers and suppliers: including e-mail address, profiles, sales reports, activities with business partners, account balances and provides a calendar for user activities with search capability to find the necessary item

SAP Business One CRM Opportunities Pipeline

SAP Business One CRM Dynamic Opportunity Analysis