The integral CRM is at the heart of SAP Business One, it includes contact management, salesforce automation and an impressive service management system that includes dispatching, contract management, warranty tracking, knowledge management (used for tracking problem resolution) and billing for services.

Take a closer look…

• Complete Sales & Service Integration
  The integrated CRM system provides you with complete control over customer acquisition – and as importantly – over retention, loyalty and profitability for the business. From marketing, through sales and service, you have access to complete information throughout the customer lifecycle. Equip your team with the information they need to increase responsiveness and strengthen sales and support.
• CRM Sales Management
  SAP Business One can help your business improve and streamline the entire sales process from tracking leads and opportunities to managing sales orders and customer data to administering after sales support.

  You can enter details of every opportunity including the source, potential size of the deal, closing data, competitors and related activities.

  Schedule and receive reminders for phone calls, meetings, and assigned tasks. You can add detailed notes to any activity, and activities entered into your calendar in SAP Business One can be synchronised with your schedule in Microsoft Outlook.

  CRM offers the following key features:

  • Sales or Accounts Receivable
    Create quotations, record customer orders, set up deliveries, update stock balances, manage all invoices and accounts.
  • Purchasing or Accounts Payable
    Manage and maintain supplier transactions such as issuing Purchase Orders, updating stock numbers, calculate the landed cost value of imported items and handle returns and credits.
  • Business Partners
    Maintain your information about customers, resellers and suppliers including email addresses, profiles, sales reports, business partner associated activities, and account balances.
• Reports
  The XL Reporter tool in SAP Business One enables you to create powerful sales reports using Microsoft Excel templates. Create dashboards – intuitive overviews that give instant access to a wealth of information – showing top-customer and deal overviews, year-to-date revenue, open orders, and open receivables. Alternatively, create detailed sales reports, such as opportunities forecasting, pipeline tracking, win/loss analysis, and sales order analysis. A large number of templates are supplied with SAP Business One to give you a head start on your sales reporting and all of your reports can be published and distributed easily from within SAP.