Integrated CRM

Customer Relationship Management

SAP Business One CRM Functionality

SAP Business One comes ready to manage a 360 degree view of your customer, from the very first possible contact, through the sale, into long term account management. Customer Master File Activities Sales Opportunities Reporting Microsoft Outlook Integration

Integrated CRM: SAP Business One features Integrated CRM.

SAP Business One CRM - Features

Sales (accounts receivable)

Create price quotes, record customer orders, set up deliveries, update inventory balances, and manage all invoices and accounts receivable.

Purchasing (accounts payable)

Manage and maintain supplier transactions, including issuing purchase orders, updating inventory quantities, calculating the landed cost value of imported items, and handling returns and credits.

Business partner master record

Manage all information about customers, resellers, and suppliers, including e-mail addresses, profiles, sales reports, activities with business partners, and account balances. Use the calendar to track your activities and perform keyword searches to find specific items in the calendar.

Reporting

Analyze opportunities by lead source, territory, industry, customer, and item. The reports show forecasts and anticipated revenue by various date ranges, such as month and quarter. You can view distribution of leads by source over time to identify the most profitable lead-generation activities.

Campaign and prospect management

Import thousands of prospects from Microsoft Excel files or other standard file formats, such as comma separated value (CSV) files, and then manage and follow up on activities. Add prospects to e-mail campaign lists, contact lists, and newsletters. Target prospects or business partners with e-mail and cold-call campaigns. Create the campaign, implement the campaign, and track the results.

Web-based access

Use the power of the Internet to enable your distributed sales team and service team to stay connected and focused with Web-based access to SAP Business One. Features include sales order management, product selection and viewing, activity and task management,account management, opportunities management, prospect management, product catalog management, service order management, and campaign management.

Dynamic reports

Obtain a unique, time-phased view of business data with the dynamic opportunity- analysis report, which enables you to easily spot trends, patterns, and behaviors of sales opportunities and personnel.