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Qualify, pursue and quantify closed opportunities.


SAP Business One’s powerful Customer Relationship Management (CRM) functionality allows you effectively manage your relationship with all prospects, customers, suppliers, trading partners and other business partners. It will allow you to convert more opportunities into leads, manage all of your sales related contacts, access specific sales data whenever it’s required and manage customer satisfaction. SAP Business One CRM helps your business optimize and streamline the entire sales process – from tracking leads to managing sales orders and customer data to administering after sales support. With the SAP Business One CRM sales and opportunity management tools, you can create quotes, enter orders, perform real-time availability checks across all your warehouses, and process deliveries. You can record new sales opportunities with relevant information such as lead source, potential competition, deal size, and sales stage. With SAP Business One CRM 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 email.

Key features of CRM packages include:

Business partner management

  • Manage master data for your customers, resellers and channel partners
  • Includes profiles, contact summaries, account balances, and sales pipeline analysis
  • Tracks sales leads and opportunities

Sales opportunity management

  • Manage the entire sales process through different sales stages
  • Track sales opportunities and activities, analyse their outcome, forecast revenue potential
  • Monitor and analyse sales opportunities using dashboards and sales reports

Web-based customer management

  • Give your team secure access to customer data over the web wherever they are
  • Track sales opportunities and activities, analyse their outcome, forecast revenue potential
  • Provide a web-based interface to your customers so they can log inquiries and check order
          status, all in real-time Microsoft Outlook integration
  • Import customer data from your ERP system into your Outlook contacts list
  • Activities and tasks entered into your calendar can be synchronized with your schedule in
          Microsoft Outlook

Customer service and support

  • Allow your customer service and support team to administer numerous tracking activities
  • It includes customer warranty, service contracts, manage service calls, and all customer
          interaction activities

A well-implemented CRM solution will give you:

  • More accurate, comprehensive and consistent information
  • More streamlined and consistent, customer-facing processes
  • Better information accessibility and efficiency
  • Better customer impression and retention
  • Increased revenue, profitability and growth