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Customer Relationship Management (CRM)

Win new customers and forge better relationships

Acquiring new customers is important for business success, but ensuring customer loyalty is just as crucial. SAP Business One’s integrated customer relationship management (CRM) software helps you turn prospects into customers, grow sales and profitability and achieve high levels of customer satisfaction.

CRM tools are now a business necessity in order to engage new prospects and drive opportunities to make sales. Equally just as critical, are the CRM tools’ abilities to manage service operations, service contracts and customer support.

The Customer Management module of SAP Business One provides a reliable, integrated CRM solution to help optimise your customer interactions and support processes across your entire business.

SAP Customer Management – Quick facts

  • Creation and execution of marketing campaigns
  • Tracking of sales opportunities and activities from first contact to deal close
  • Single repository for all critical customer data
  • Efficient management of warranty and service contracts
  • Synchronisation with Microsoft Outlook
  • Comprehensive reporting and analytics
  • Support for mobile access


Looking for an in-depth breakdown of everything the module has to offer? Download the comprehensive information sheet.

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Talk to us

Have an informal chat with one of our friendly SAP team to learn more about the benefits that SAP Business One can bring to your organisation. Call us on 01905 758900, email or follow this link to arrange a suitable time for us to call you.


Customer Management – Key Features

Campaigns, Opportunities and Sales

  • Create, maintain, execute and analyse marketing campaigns
  • Track and manage sales opportunities throughout the sales cycle; generate sales documents using a variety of templates
  • Create instant price quotes, convert them to orders and perform real-time product availability checks
  • Create dashboards and interactive reports for forecasting and sales analysis

Customer Contacts

  • Manage lead and customer data using a simple user interface
  • Access customer balances, credit lines, opportunities and open orders from a single screen
  • View and synchronise contacts with Microsoft Outlook
  • Transfer data from master records to relevant transactions automatically


  • Administer warranty and service information
  • Perform purchase planning using the material requirements planning wizard
  • Search for solutions to customer problems in a solutions knowledge database
  • Monitor service levels with alerts and reports

Don’t just take our word for it!

View our CUSTOMER CASE STUDIES to find out how we have helped businesses across multiple industries to implement SAP Business One.

What’s next?

Talk to one of our friendly SAP team to understand more about what SAP Business One can bring to your organisation. Call us on 01905 758900, email or follow this link to arrange a suitable time for us to call you.

Take it for a spin

Looking to see a bit more of the software in action? Register for the SAP Business One Test Drive and see what SAP Business One can do for your business without scratching your bumper. Click on the image for more information.

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What areas do we cover?

Why Choose Us?

  • We put our customers first
  • We speak plain English
  • Affordable IT support services
  • SAP Business One ERP Specialists
  • Microsoft Cloud Services Specialists


1 Shire Business Park,
Wainwright Road,

Tel: 01905 758900
Fax: 01905 758901
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