Sales and Customer Management

Create a loyal customer base

Sales and Customer Management

Acquiring new customers is important for success, but maximizing customer relationships is just as crucial. SAP Business One provides the tools to help you efficiently manage the entire sales process and customer lifecycle – from initial contact to final sale, to after-sales service and support.

Its integrated functionality provides a complete view of prospects and customers so you can better understand and meet their needs. As a result, you can turn prospects into customers, increase sales and profitability, and improve customer satisfaction.

Sales and opportunity management –

opportunities and activities from the first contact to deal closing.

Service management –

manage warranty and service contracts efficiently, enter and respond to service calls quickly.

Marketing campaign management –

create, manage, and analyze marketing activities.

Customer management –

store all critical customer data in one place, synchronize and manage customer contacts stored in Microsoft Outlook

Reporting and analysis –

create detailed reports on all aspects of the sales process, including sales forecasting and pipeline tracking, using time saving templates.

Mobilize your sales team –

manage your sales information on the move with SAP Business One Sales mobile app.

CRM with SAP BuSiness One

Win new Customers And Maintain Existing Relationships

Use the customer relationship management (CRM) tools in the SAP Business One application to close sales faster and better serve your customers. These tools let you automate processes and efficiently manage activities throughout the entire sales cycle, including initial contact, proposal, closing of sales, and after-sales service and support. Tightly integrated features across marketing, sales, and service provide a 360-degree view of your prospects and customers so you can better understand and meet their needs.

With the sales and opportunity management tools, you can create quotes, enter orders, perform real-time availability checks across all your warehouses, and process deliveries. Record new sales opportunities with relevant information such as lead source, potential competition, deal size, and sales stage. You can synchronize 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.

Opportunities and Sales Management

With SAP Business One, 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 can be synchronized with your schedule in Microsoft Outlook. Also, all 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 lets you manage the entire sales process as it progresses through sales stages, as well as fore- cast revenue potential and analyze sales outcomes. For a complete sales framework, SAP Business One allows you to enter new opportunities with information about potential sales volumes, customers, specific competitors or partners, expected closing dates, and sales stages. the application immediately calculates projected gross profit and revenue. As the opportunity progresses through the various sales stages and new data is entered, the expected profit and revenue calculations are dynamically updated to accurately reflect the current situation.

Customer Contact Management

SAP Business One makes it easier to manage master data for sales leads and customers. A dedicated master record feature is used to create and maintain data in user-friendly screens – such as name, address, phone and fax numbers, e-mail addresses, contact persons, and tax information. in addition, you can manage important payment data such as terms, credit limits, and special discounts, as well as bank and credit card information. data stored in a customer master record is automatically transferred into the relevant transactions, such as sales quotations, orders, or deliveries. You are notified if credit limits have been exceeded or if a customer is “on hold” due to delivery or payment issues. A dashboard in the customer master record gives you an overview of the account balance, outstanding orders, and deliveries, as well as opportunities in the pipeline. Also, 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, you can offer the right products and services and effectively align your production activities and inventory with your sales.

Service Management

The service management functionality in SAP Business One allows you to efficiently administer customer warranty and service contracts and manage service calls. You can create service contracts based on warranted products you are selling or create them separately for support services rendered for third-party products. integrated functionality of the software automatically generates a service contract for relevant products upon creation of a delivery or an accounts receivable invoice. the service contracts contain information about items covered under the agreement, such as service, contact, response time, and coverage time, as well as specific item details and information regarding relevant expenses. And with a variety of predefined templates, you can employ an automated and standardized approach to crafting all types of contracts.

Microsoft Outlook Integration

Using Microsoft Outlook synchronization with SAP Business One, you can access customer and sales information via Microsoft Outlook when you are either online or offline. You can synchronize calendars to activities and import customer data from SAP Business One into your Microsoft Outlook contacts list. The quotation function enables you to display and edit existing quotations directly in Microsoft Outlook. You can also create new quotations in Microsoft Outlook, store them in SAP Business One, and send them as an e-mail to your prospect or customer. Emails sent and received in Microsoft Outlook can then be saved and retrieved as activities in SAP Business One.

Sales Reports and Analysis

Reporting features in SAP Business One enable you to create powerful sales reports to help manage sales opportunities and perform forecasting and analysis. You can create insightful dashboards showing overviews of top customers and deals, year-to-date revenue, open orders, and open receivables. Taking advantage of a large number of standard report templates, you can also create detailed sales reports, such as opportunities forecasting, pipeline tracking, win and loss analysis, and sales order analysis.

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