SAP Business One - Customer Management

Tags: sap business one, SAP Business One 9.1, SAP Business One 9.2, SAP Business One HANA


SAP Business One Integrated CRM


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 synchronised 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 forecast revenue potential and analyse 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.

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


The Customer Management Suite provides a solution to efficiently work and communicate with customers. Interactive dashboards specifically designed for customers to see all the relevant information about their interaction and perform relevant activities online.


SAP Business One - Sales Automation

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.

SAP Business One - Opportunities

Once a sales opportunity is won, you can create a sales order directly without having to reenter data. SAP Business One integration features allow you to perform instant online 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, such as quotations, order confirmations, and billing materials, so you can create business documents and send them to your prospects and customers using standard PDF or other commonly used formats.
All emails received may be "drag & dropped" onto the client card and by using the contact email address anchored as an incoming email for reference to all who may be allowed to see this data..

SAP Business One - Document Management

Documents that have been have been forwarded by clients such as PDF's, drawing, specifications, images etc may be anchored to any document within SAP - so for example, a Sales quotation in SAP Business One may store the RFQ PDF along with supporting information.

SAP Business One - Visibility

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.

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