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SAP Business One – Customer Relationship Management (CRM)

SAP Business One ERPSAP Business One: Customer Relationship Management (CRM)

Gain new clients and ensure existing clients are well taken care of with the Customer Relationship Management (CRM) capabilities embedded into SAP Business One

  • Keep track of valuable new opportunities at every stage of the sales cycle
  • Effectively manage customer and lead data in one easy to use user interface
  • Respond to customer service enquiries right from within SAP Business One 

The customer relationship management (CRM) function of SAP Business One gives small and medium sized businesses the right tools to close deals quicker and serve customers in a more efficient way. These tools will allow you to automate tasks and centrally manage business activities across the complete sales cycle, including first contact, the proposal phase, closing deals, and after support. The integrated functions of SAP Business One shared between departments mean gaining a 360-degree view of your organisation is a simple process and will help you to better understand the needs of your customers.

Sap Business One CRM: Features

  • Sales opportunity management. Use embedded tools within SAP Business One to keep a record of all sales opportunities and interactions from initial contact to completion of sales.
  • Client contracts. Keep all vital customer info stored in one easy to access place and take advantage of customisable dashboard views to quickly analyse relevant data.
  • Service management. Effectively manage service contracts and warranty agreements from right within the ERP system. Keep a record of all customer calls and make responses in a timely manner.
  • Microsoft Outlook integration. Synchronise data between SAP Business One and Microsoft Outlook to increase efficiency.
  • Reporting and analysis. Produce comprehensive reports on all parts of the sales process using pre-built editable templates.

SAP Business One CRM: Benefits

  • Receive higher sales revenue by ensuring the right products and services are sold to the right contacts. This is made simple by being able to see a 360-degree view of your clients and their demands.
  • Gain quicker, more productive sales conversions by using the sales and opportunity management tools embedded into SAP Business One.
  • Increase customer satisfaction by using tools designed to help you respond to customer service calls and solve problems quicker and more efficiently.
  • Improve your decision making process by having easy access to accurate data pertaining to each stage of the sales process.

In order to find out more about the Customer Relationship Management (CRM) module within SAP Business One please CONTACT US today and we will be happy to run through the specifics.


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