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 Campaign Management

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

Sales

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

Mobile

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

Customer Management

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

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.

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 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

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..

For less time and money than you might think, we can boost your productivity and empower employees like never before. SAP Business One has a modular approach to pricing

MANUFACTURING 

PURCHASING

SALES & CRM

STOCK & DISTRIBUTION

SERVICE MANAGEMENT

FINANCIAL MANAGEMENT

INDUSTRIES

For less time and money than you might think, we can boost your productivity and empower employees like never before. SAP Business One has a modular approach to pricing

FASHION & CONSUMER PRODUCTS

MANUFACTURING & INDUSTRIAL SECTORS

DISTRIBUTION & WHOLESALE SECTORS

PROFESSIONAL SERVICES & TECHNOLOGY SECTORS

DEPLOYMENT OPTIONS

For less time and money than you might think, we can boost your productivity and empower employees like never before. SAP Business One has a modular approach to pricing

TAILORED CONFIGURATION

INTEGRATION

CLOUD SOLUTION

ON-PREMISE SOLUTION

MOBILE SOLUTION