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.
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.
Create quotes, enter customer orders, deliveries, update stock balances and manage invoices and accounts receivable.
Manage your sales information on the move with SAP Business One Sales mobile app.
Store all critical customer data in one place, synchronise and manage customer contacts stored in Microsoft Outlook.
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.
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.
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.
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.
Opportunity and pipeline management
CRM and Campaign Management
Deliveries & Returns
Dunning & Customer Management
Gross profit calculation