Custom relationship management (CRM)

SAP Business One provides fully integrated CRM functions as part of the complete solution. This functionality guarantees total control over customer acquisition, retention, loyalty and profitability for the company. The perfectly integrated functions between marketing, sales and service provide visibility of the entire life cycle of the client.

Management of sales opportunities

The CRM sales cycle management features of SAP Business One record all sales opportunities throughout the customer’s life cycle, from lead identification to detection, qualification, proposal, closure and ,
Finally, the service and after sales support. Comprehensive CRM functions allow users to specify details regarding the opportunity, such as the source, the potential magnitude of the agreement, the closing date, competitors and activities.
Reports are a crucial element of CRM functionality, since they allow users to analyze opportunities according to the origin of the lead, the territory, the sector, the client and the article. The reports manage forecasts and show the expected revenues according to different ranges of dates, such as by month and quarter.

Key features

Sales:

Create offers, enter sales orders and deliveries, update stock balances and manage all invoices and accounts receivable.

Purchasing

Manage and update supplier operations such as the issuance of offers and orders, the updating of stocks, the calculation of the value of imported items, the management of returns and credits and the payment process.

Customers and supplies:

Control all information about customers, distributors and suppliers, including email addresses, profiles, sales reports, activities with business partners and account balances and obtain a calendar for user activities using methods search to find the necessary article.

Management of marketing campaigns:

Create, manage and analyze the activities of marketing campaigns and their impact.