SAP Business One Quote to Cash Processes

SAP Business One
Customer Management

SAP Business One provides a single cohesive application where you can create quotes, enter orders, perform real-time availability checks across warehouses and process deliveries. Record new sales opportunities with relevant information such as lead source, potential competition, deal size, and sales stage. With Outlook Integration SAP you can synchronise tasks, contacts and opportunities giving instant access to snapshots of customer data within Outlook!

SAP Business One Sales & Customer Relationship Management System

Why Choose SAP Business One for Sales & Customer Relationship Management?

With SAP Business One CRM, you can efficiently manage your tasks and information throughout different stages in the sales cycle.

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

Follow up activities can be linked to customers, vendors, and leads. For example, you can link activities to a sales lead and later drill down into these activities from the lead screen with one click. The sales opportunities functionality in SAP Business One CRM lets you manage the entire sales process as it progresses through sales stages, as well as forecast revenue potential and analyse sales outcomes.

For a complete sales framework, SAP Business One CRM allows you to enter new opportunities with information about potential sales volumes, customers, specific competitors or partners, expected closing dates, and sales stages. SAP Business One CRM immediately calculates projected gross profit and revenue. As the opportunity progresses through the various sales stages and new data is entered, the expected pro t and revenue calculations are dynamically updated to accurately reflect the current situation.

Integrated financials and analytics foster a team approach and deliver a single consolidated view of all customer contacts in the CRM system. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.

SAP Business One  CRM lets you document all customer service calls. A service call record includes information about the customer, the service item, the issue reported, and activities performed in response to the call.

SAP Business One - Outlook CRM
  • Why Choose SAP Business One?

Why deploy SAP Business One Sales and Customer Management?

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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.

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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.

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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.

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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.

A SAP Business One Overview Video - CRM

SAP Business One CRM

You can oversee the entire customer and sales process- from contact to final sale, post-sale services, and support- all from SAP Business One CRM. Here is an overview of the tool and a sneak-peek into the system

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