SAP Business One | CRM Overview

Customer Relationship Management (CRM) Overview

SAP Business One ERP system delivers an integrated and user-friendly Customer Relationship Management (CRM) system for manufacturing and distribution businesses. The Business One solution offers the tools necessary to streamline and optimize the entire sales process from acquiring leads, managing orders and customer data, to conducting after-sales support. Increase profitability and customer satisfaction.

The CRM tools in SAP Business One enterprise resource planning system offer the following features and benefits:

  • Sales opportunity management aids in creating, executing, maintaining, and analyzing marketing campaigns. Create personalized dashboards and interactive forecasting and analysis reports to better track and manage opportunities throughout the sales process. Generate sales documents using a wide selection of templates. Deliver instant price quotes and convert them into orders.

  • Web-based customer management provides a web-based interface accessible to sales teams and customers. A user-friendly interface allows sales teams to access data anytime, from anywhere. Customers can post inquiries and check order statuses. Predict trends and anticipate customers’ needs with full visibility of customers’ historical information.

  • Microsoft Outlook integration offers complete integration between Microsoft Outlook and SAP Business One to assist in streamlining daily business activities. Synchronize customer contact data, calendars, and email. The quotation function enables the ability to view and edit existing quotations in Outlook.

  • Customer service management gives customer service and support teams the ability to administer service contracts and warranties. Manage service calls and monitor all customer service activities with alerts and reports.

  • Business partner management helps to manage data for channel partners and resellers. Track sales leads and opportunities with access to master data including contact summaries, profiles, account balances, and sales pipeline analysis.