Customer Relationship Management

Customer Relationship Management
author01 9 Apr 8 min read
Customer Relationship Management

CRM

author01 SITSPL Team 9 Apr 8 min read

SAP Business One CRM Features

  • Sales opportunity management – Manage the entire sales process through different sales stages. Track sales opportunities and activities, analyse their outcome, and forecast revenue potential. You can monitor and analyse sales opportunities using dashboards and sales reports
  • Web-based customer management – With the web CRM solution extension you can give your sales team secure access to customer data over the Web wherever they are. Provide a Web-based interface to your customers so they can log inquiries and check order status – all in real-time.  Explore SAP Business One Web CRM extension
  • Microsoft Outlook integration – Import customer data from SAP Business One into your Microsoft Outlook contacts list. Activities and tasks entered into your calendar in SAP Business One can be synchronized with your schedule in Microsoft Outlook
  • Customer service and support – Allow your customer service and support team to administer customer warranty, service contracts, manage service calls, and track all customer interaction activities
  • Business partner management – Manage master data for your resellers and channel partners to track sales leads and opportunities, including profiles, contact summaries, account balances, and sales pipeline analyses


SAP Business One CRM Advantages

  • Higher sales revenue by providing the right products and services, armed with a 360-degree view of your customers and their need 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
  • Win New Customers and Maintain Existing Relationship
  • Helps 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.
  • 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. In SAP Business One you are able to 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.
  • Help guarantee on-going customer satisfaction with quick response to service and support calls. The service management tools in SAP Business One let you optimize the potential of your service operations, service contract management, and customer support.
  • The powerful reporting functionality of SAP Business One, including the Crystal Reports software, lets you analyse sales opportunities by territory, customer, or product; conduct sales forecasts; and assess sales and service departments’ performance.
  • With SAP Business One, you can efficiently manage your tasks and information throughout different stages in the sales cycle. Schedule and receive reminders for phone calls, meetings, and assigned tasks. You can record any activity along with detailed notes, and activities entered into your calendar in SAP Business One can be synchronized with your schedule in Microsoft Outlook. Also, all activities can be linked to customers, vendors, and leads.
  • The sales opportunities functionality in SAP Business One lets you manage the entire sales process as it progresses through sales stages, as well as forecast revenue potential and analyse sales outcomes. For a complete sales framework, SAP Business One allows you to enter new opportunities with information about potential sales volumes, customers, specific competitors or partners, expected closing dates, and sales stages. The application immediately calculates projected gross profit and revenue. As the opportunity progresses through the various sales stages and new data is entered, the expected profit and revenue calculations are dynamically updated to accurately reflect the current situation.
  • Once a sales opportunity is won, you can create a sales order directly without having to re-enter data. SAP Business One integration features allow you to perform instant online availability checks for ordered products. In addition, accounting data and inventory levels are immediately updated without the need for user interaction. The application provides a variety of templates for business documents, such as quotations, order confirmations, and billing materials, so you can create business documents and send them to your prospects and customers using standard PDF or other commonly used formats.
  • Numerous reporting functions in SAP Business One allow you to monitor sales activities and analyse sales opportunities based on customer, sales stage, expected volume, closing probability, closing date, and sales employee.
  • SAP Business One CRM Customer Contact Management 

 SAP Business One makes it easier to manage master data for sales leads and customers. A dedicated master record feature is used to create and maintain data in user-friendly screens – such as name, address, phone and fax numbers, e-mail addresses, contact persons, and tax information.  In addition, you can manage important payment data such as terms, credit limits, and special discounts, as well as bank and credit card information. Data stored in a customer master record is automatically transferred into the relevant transactions, such as sales quotations, orders, or deliveries. You are notified if credit limits have been exceeded or if a customer is “on hold” due to delivery or payment issues. A dashboard in the customer master record gives you an overview of the account balance, outstanding orders, and deliveries, as well as opportunities in the pipeline. Also, because SAP Business One provides visibility into the complete purchase history, it enables you to expose trends and anticipate customers’ needs based on historical customer information. Therefore, you can offer the right products and services and effectively align your production activities and inventory with your sales.

  • SAP Business One CRM Service Management

The service management functionality in SAP Business One allows you to efficiently administer customer warranty and service contracts and manage service calls. You can create service contracts based on warranted products you are selling or create them separately for support services rendered for third-party products. Integrated functionality of the software automatically generates a service contract for relevant products upon creation of a delivery or an accounts receivable invoice. The service contracts contain information about items covered under the agreement, such as service, contact, response time, and coverage time, as well as specific item details and information regarding relevant expenses. And with a variety of predefined templates, you can employ an automated and standardized approach to crafting all types of contracts