Why Use SAP Business One for Sales & Customer Management?
SAP Business One provides integrated customer relationship management capabilities that allow organisations to manage leads, opportunities, customer interactions and sales activities within a single ERP system.
Sales teams can track opportunities through defined sales stages, record customer interactions and manage activities such as meetings, calls and follow-ups. Because CRM data is connected directly to inventory, pricing and financial information, organisations gain real-time visibility across the entire sales cycle — from initial contact through to quotation, order processing and delivery.
Integrated dashboards and reporting provide clear insight into pipeline performance, sales forecasts and customer activity. The system also supports service management, allowing organisations to record service calls, track issues and maintain a complete history of customer interactions.
Quotation to Order Management
SAP Business One - Sales and Opportunity management tools enables the User to create customised document layouts by user, by customer and content to generate Quotes, Sales Orders whilst performing real-time availability checks across all warehouses, and process deliveries as required. A SAP Business One CRM User can record new sales opportunities with relevant information such as lead source, potential competition, deal size, and sales stage. You can synchronise your tasks, contacts, and opportunities between SAP Business One and Microsoft Outlook while gaining instant access to snapshots of customer data from your e-mail.
Sales Opportunity Management
By managing a sales opportunity in SAP Business One you company has all of the information to hand! If this opportunity is won the user can create a sales order directly without having to reenter data. SAP Business One features allow you to perform instant availability checks for ordered products. In addition, accounting data and inventory levels are immediately updated without the need for user interaction. The application provides a variety of templates for business documents so you can create business documents and send them to your prospects and customers using standard PDF or other commonly used formats.
Customer 360
SAP Business One - Powered by HANA delivers a CRM dashboard for the customer master record that provides an overview of the account balance, outstanding orders, and deliveries, as well as opportunities in the pipeline. Because SAP Business One provides visibility into the complete purchase history, it enables you to expose trends and anticipate customers’ needs based on historical customer information. Therefore, SAP Business One can recommend ordering the right products and services and effectively align SAP Business One production activities and inventory with your SAP Business One CRM sales.
Document Management
SAP Business One Master Data and Marketing Documents (Quotes, Orders, Purchase Orders etc) enable the user to store emails, PDF’s, drawing, specifications, images etc. This allows the SAP Business One user to access any related document to teh process that they are using. An example of which could be a Sales quotation in SAP Business One storing the RFQ PDF along with supporting information such as emails etc.
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