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!

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.