Customer Relationship Management

Manage sales opportunities, track leads, increase customer satisfaction and more in one integrated solution.

Acquiring new customers is important for business success, but maintaining customer relationships is just as crucial. The SAP Business One is an Enterprise Resource Planning (ERP) and business management application that provides the tools to turn prospects into customers, grow customer profitability and sales, and increase customer satisfaction. SAP Business One helps your business optimize and streamline the entire sales process – from tracking leads to managing sales orders and customer data to administering after-sales 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. You can 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.


Customer Relationship Management 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.

✓    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.

Customer Relationship Management Benefits


✓    Higher sales revenue by providing the right products and services, armed with a 360-degree view of your customers and their needs.

✓    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.