SAP Business One


Customer Relationship Management (CRM) Overview

  • Sales opportunity managementManage the entire sales process through different sales stages. Track sales opportunities and activities, analyze their outcome, and forecast revenue potential. You can monitor and analyze sales opportunities using dashboards and sales reports.
  • Web-based customer management – Give your sales team secure access to customer data over the Web wherever they are. Provide a Web-based interface to your customers so they can log inquiries and check order status, all in real-time.
  • Microsoft Outlook integration – Import customer data from SAP Business One into your Outlook contacts list. Activities and tasks entered into your calendar in SAP Business One can be synchronized with your schedule in Microsoft Outlook.
  • Customer service and support – Allow your customer service and support team to administer customer warranty, service contracts, manage service calls, and track all customer interaction activities.
  • Business partner management – Manage master data for your resellers and channel partners – including profiles, contact summaries, account balances, and sales pipeline analysis – to track sales leads and opportunities.

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