SAP Business One Customer Relationship Management

Use the customer relationship management (CRM) tools in the SAP Business One application to close sales faster and better serve your customers. These tools let you automate processes and efficiently manage activities throughout the entire sales cycle, including initial contact, proposal, closing of sales, and after-sales service and support. Tightly integrated features across marketing, sales, and service provide a 360-degree view of your prospects and customers so you can better understand and meet their needs.

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 system.

 

Key Features:

  • Sales and opportunity management – Track sales opportunities and activities from first contact to closing the sale.
  • Customer contacts – Store all critical customer data in one place, with dashboard overviews of all relevant information.
  • Service management – Efficiently manage warranty and service contracts; enter and respond to service calls quickly.
  • Integration with Microsoft Outlook – Manage and maintain customer contacts with full Microsoft Outlook synchronization.
  • Reporting and analysis – Create detailed reports on every aspect of the sales process, including sales forecasting and pipeline tracking, using time-saving report templates.

Opportunities and Sales

Customer Contacts

Track and manage opportunities throughout the sales cycle.

Manage lead and customer data in a simple user interface. 

Create instant price quotes, covert them to orders, and perform real-time product availability checks.

Access customer balances, credit lines, opportunities, and open orders from a single screen. 

Generate sales documents more easily with a variety of templates. 

View and synchronise contacts with Microsoft Outlook. 

Create dashboards and interactive reports for forecasting and sales analysis. 

Automatically Transfer data from master records to relevant transactions. 

 



We understand your organisation is unique. Your technology should match your business processes - your unique way of doing things. We help your organisation perform better by designing and developing the solutions that work for you - all delivered on time, within budget and with faster time to benefit. With offices in Sydney, Melbourne, Brisbane, Perth and with over 50 Awards received from Microsoft, SAP, Sage and Accellos, MicroChannel has outstanding credentials as one of the most respected solution providers in Australia.

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