CRM

SAP Business One has powerful Customer Relationship Management (CRM) functionality which allows 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. The sales opportunities can be managed, leads can be tracked, customer satisfaction can be increased in one integrated fashion using SAP Business One CRM. Besides acquiring new customers, maintaining customer relationships is also paramount to the health of company and CRM module precisely competent in that. SAP Business One helps in streamline the entire sales process thereby provides optimised solution– from tracking leads to managing sales orders and customer data to administering after-sales support. 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. You can 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 Customer Relationship Management (CRM) Benefits:

Higher sales revenue by providing the right products and services, armed with a 360-degree view of your customers and their needs

Faster, more profitable sales conversion with effective sales and opportunity management

Increased customer satisfaction due to faster response to service calls and better problem-resolving capabilities

Improved decision making based on timely, accurate data     Read More

 

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.