CRM for Sales in SAP Business One

CRM Module Included in SAP® Business One


Help your sales team to win new customers and successfully maintain existing customer relationships with CRM in SAP Business One.

Unlike stand-alone CRM solutions, the powerful sales management tools of SAP Business One bring an integrated view of your customers across the sales cycle.  Your sales team can create quotes, enter customer orders, and perform real-time availability checks on items across all your warehouses for new sales. For current customers they can view purchase history, credit limits and other activity.  For new sales opportunities they can easily track relevant information, such as lead source, potential competition, and closing date.  Your sales team stays organized by recording activities from the first contact call to the successful close of the transaction.

This CRM capability is available wherever your sales team may be -- they can access SAP Business One from a desktop computer, mobile phone, or tablet.

Manage Leads and Customers Through Business Partner Management

SAP Business One makes it easy to manage master data for sales leads and customers. A dedicated business partner master module is used to create and maintain lead and customer data in user friendly screens.

SAP Business One stores general business partner data, such as name, address, phone and fax numbers, email addresses, contact persons, and tax information. In addition, you can manage important payment data, such as terms, credit limits, and special discounts.

Data stored in a business partner master record is automatically transferred into the relevant transactions, such as sales quotations, orders, or deliveries. You are notified, if credit limits have been exceeded or if a customer is ‘on hold’ due to delivery or payment issues.

A dash board in the customer master record gives you an overview of the account balance, outstanding orders and deliveries, as well as opportunities in the pipeline. Data can be viewed in graphical format, for example, in a sales analysis report with revenue and profit for a customer.


CRM Module in SAP Business One

Helping Sales Members to Manage Activities

SAP Business One enables you to efficiently manage your tasks and information throughout the sales cycle. Schedule phone calls and meetings, assign tasks, create detailed notes, and other activities and be reminded when they are due. Activities entered into your calendar in SAP Business One can be synchronized with your schedule in Microsoft Outlook™.

All activities can be linked to business partners and documents. For example, link activities to a sales lead, and later drill down into these activities from the lead screen. Reporting capabilities in SAP Business One provide you with an overview of both your ongoing and future activities, as well as those of your sales employees.


Track Sales Pursuits Through the Opportunities Module

No matter how complex the prospecting process, you can record and track sales opportunities in SAP Business One.

The sales opportunities module in SAP Business One lets you manage the entire sales process as it progresses through different, custom defined sales stages. It tracks sales opportunities and sales activities, analyzes their outcome, and forecasts revenue potential.

For a complete sales framework, SAP Business One allows you to define sales stages, partners, competitors, and relationships that apply to sales opportunities. Enter new opportunities in SAP Business One with information about potential sales volume, the customer, specific competitors or partners, expected closing dates, and sales stages.  SAP Business One enables you to classify sales opportunities according to custom defined criteria for accurate processing. A gross profit and expected revenue is immediately calculated by SAP Business One. As the opportunity progresses through the various sales stages and new data is entered, the expected profit and revenue calculations are continuously updated to accurately reflect the current situation.


Easily Convert Quotes to Sales Orders

Once a sales opportunity is won, you can directly create a sales order without having to reenter data. SAP Business One integration features allow you to perform instant online availability checks for ordered products. In addition, accounting data and inventory levels are immediately updated in real time.

Easily define templates for all your sales documents, which can be automatically be applied when you generate outbound documents, such as quotations, order confirmations, and change confirmations – which can be printed and mailed or emailed to customers.


Run Marketing Campaigns

The campaign functionality supports a new business process to help you plan, execute and track multi-channel marketing campaigns.  You can plan campaigns as you select and maintain target groups.  You can maintain campaign information, generate sales opportunities and analyze campaign results.


Learn More About SAP Business One

To learn more about how SAP Business One can empower your sales organization to grow your business and maintain excellent customer relationships, call Seidor today.


Seidor is a Platinum Partner of SAP Business One.

We sell, install, implement, train and support our customers for this software solution from our offices in Houston, Detroit, New Jersey, Miami and California.

If we can help you explore SAP Business One, please

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