SAP Business One Sales and CRM

This functionality enables complete control of customer acquisition, retention, loyalty, and profitability for the business. Tightly integrated features across marketing, sales and service provide end-to-end visibility of the complete customer lifecycle.

sap b1 sales and CRM example on laptop screen

Give your business what it needs to succeed

As your small to medium-sized company grows, so does the complexity of managing customer relationships and understanding how and where to maximise revenue. SAP Business One Sales and CRM will help you better understand customer needs, engage more effectively and win more deals.

Sales and CRM will help your team manage the entire sales process and customer lifecycle more efficiently and apply business intelligence. It will help you gain an integrated view of your prospects and customers, so you can better understand and meet their needs, achieving higher customer satisfaction levels and revenues.

Marketing

Marketing Campaign Management

Create, manage and analyse marketing campaign activities and their impact.
Sale

Sales

Create quotes, enter customer orders, deliveries, update stock balances and manage invoices and accounts receivable.
Mobile

Mobile

Manage your sales information on the move with SAP Business One Sales mobile app.
Data Management

Customer Management

Store all critical customer data in one place, synchronise and manage customer contacts stored in Microsoft Outlook.
Forecasting

Reports

Create detailed reports on all aspects of the sales process, including sales forecasting and pipeline tracking, using time saving templates. Analyse opportunities by lead source, territory, industry, customer and item. The reports manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter.
Warehouse

Purchasing

Manage and maintain supplier transactions such as issuing purchase quotations and orders, update stock numbers, calculate landed costs for imports, handle returns and credits, process payments.
Business

Business Partners

Control all information on customers, resellers and suppliers: including email address, profiles, sales reports, activities with business partners, account balances and provides a calendar for user activities with search capability to find the necessary item.
CRM

CRM

Record every sales opportunity across the customer lifecycle, from lead identification, through discovery, qualification, proposal, closure, and ultimately after-sale service and support. Integral CRM allows users to enter details of opportunities, including source, potential deal-size, closing date, competitors and activities.

Example Capabilities

Opportunity and pipeline management • CRM and Campaign Management • Blanket agreements • Quotations • Sales orders • Deliveries & Returns • Invoices • Dunning & Customer Management • Gross profit calculation • Much More...

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