SAP Business One Client Relationship Management (CRM)

SAP Business One delivers comprehensive, integrated sales and service functionality, ensuring total control of customer acquisition, retention, and profitability for the business. Tightly integrated features across marketing, sales, and service provide end-to-end visibility throughout the entire customer life cycle.

CRM Sales
Record every sales opportunity throughout a customer’s life cycle, from lead identification, through discovery, qualification, proposal, closing, and after-sale service and support. Additionally, you can enter details of the opportunity, including the source, potential deal size, closing date, competitors, and activities.

CRM Features:

  • Sales (accounts receivable): Create price quotes, record customer orders, set up deliveries, update inventory balances, and manage all invoices and accounts receivables.
  • Purchasing (accounts payable): Manage and maintain supplier transactions, such as issuing purchase orders, updating inventory quantities, calculating the landed cost value of imported items, and handling returns and credits.
  • Business partner master record: Manage all information about customers, resellers, and suppliers, including e-mail addresses, profiles, sales reports, activities with business partners, and account balances. Use the calendar to keep track of your activities and perform keyword searches to find specific items in the calendar.
  • Reporting: Analyse opportunities by lead source, territory, industry, customer, and item. The reports show forecasts and anticipated revenue by a variety of date ranges, such as month and quarter. You can view distribution of leads by source over time to identify the most profitable lead generation activities.
  • Campaign and prospect management: Import thousands of prospects from Excel files or other standard file formats, such as comma-separated value files; manage activities and follow up on activities. Add prospects to e-mail campaign lists, contact lists, and newsletters. Target prospects or business partners with e-mail campaigns and cold-call campaigns. Create the campaign, implement the campaign, and track results.
  • Web-based access: Use the power of the Internet to enable your distributed sales team and service team to be connected and focused with Web-based access to SAP Business One. Features include sales order management, product selection and viewing, activity and task management, account management, opportunities management, prospect management, product catalog management, service order management, and campaign management.
  • Dynamic reports: Obtain a unique, time-phased view of business data with the dynamic opportunity analysis report that enables you to easily spot trends, patterns, and behaviors of sales opportunities and personnel.
"MicroChannel has implemented and supported our SAP Business One package. The combination of MicroChannel’s technical aptitude, their consultant’s initiative and a truly unique integrated business solution has helped us evolve our business to the next level."

- Administration Manager, Cambridge Technologies. 
Copyright © 2008 MicroChannel Services |  www.microchannel.com.au | tel: 1300 440 444 | email:  info@sap-business-one.com.au  | Terms of Use | Site Map