Need a Better Way of Managing Your Customer Relationships?

Acquiring new customers is important for business success, but maximizing customer relationships is just as crucial. The SAP® Business One application provides the tools to turn prospects into customers, grow customer sales and profitability, and increase customer satisfaction.

The customer relationship management (CRM) tools in the SAP® Business One application are designed to help you 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. Tightly integrated features across marketing, sales, and service provide a 360-degree view of your prospects and customers so you can better understand and meet their needs.  Here are just a few examples of how SAP Business One can simplify and streamline customer relationship management with:

Opportunities and Sales
“¢ Track and manage all opportunities through the sales cycle
“¢ Create instant price quotes, convert them to orders, and perform real-time product availability checks
“¢ Generate sales documents more easily with a variety of templates
“¢ Create dashboards and interactive reports for forecasting and sales analysis

Customer Contacts
“¢ Manage lead and customer data in a simple user interface
“¢ Access customer balances, credit lines, opportunities and open orders from a single screen
“¢ View and synchronize contacts with Microsoft Outlook
“¢ Automatically transfer data from master records to relevant transactions

“¢ Administer warranty and service information
“¢ Respond to customer service requests from a central location
“¢ Search for answers to customers problems in a solutions knowledge database
“¢ Monitor service levels with alerts and reports
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. 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.

By using SAP Business One for quick responses to service and support calls, it helps guarantee ongoing customer satisfaction. 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 analyze sales opportunities by territory, customer, or product; conduct sales forecasts; and assess sales and service departments’ performance.

How Can SAP Business One (SAP B1) Help Your Entire Business?

SAP Business One is an enterprise resource planning (ERP) software system designed to streamline small to midsize manufacturing, wholesale distribution and online retail enterprises for maximum efficiency. Unlike most other software applications that focus just on one specific area of a manufacturing, wholesale distribution or retail business, such as financial accounting or customer relationship management (CRM), SAP Business One is an integrated business management application. It offers a complete set of core functions, including financials, customer management, sales, operations, and logistics, which address the business management needs of your entire company.


Schedule Your SAP Business One (SAP B1) Demo

SAP Business One is a fully integrated business management system that includes functionality around financials, sales, purchasing, distribution, HR and customer relationship management. In short, all the functionality you expect from a larger enterprise system, but substantially less to purchase and much faster to implement – a low risk option for your growing manufacturing, wholesale distribution or onine retail business. What could your business achieve with SAP Business One?

Call us at 813-321-1300 to schedule your web demonstration of SAP Business One.