SAP Business One CRM

Give your sales team a boost.

What functionality does SAP Business One CRM offer? SAP Business One CRM offers standard CRM functionality for sales force automation and marketing campaign management. SAP Business One CRM is totally integrated into the core SAP Business One solution – in almost every function and feature. Standard SAP Business One CRM offers:

Lead management – SAP Business One CRM caters for the management of “leads” and “customers”. Leads can be manually entered or imported from a list.

SAP Business One CRM - Customer Activity LogCustomer activities – the ability to log notes about conversations, meetings and telephone calls with customers. Categorise your customer activities based on user defined criteria. For example phone calls might be divided into categories including:

  • Overdue Debtors
  • New product launch
  • Sales calls
  • Meeting follow ups

Users can create follow up activities and can also assign activities to other users. Before going into a meeting with a customer a sales person can check all previous correspondence with the customer. All of this can of course be done from a mobility device.

SAP Business One CRM Sales PipelineSales Opportunity and Pipeline management – SAP Business One CRM allows you to manage the sales pipeline and report on various stages and criteria associated with the sales pipeline. SAP Business One CRM can be configured to manage the sales pipeline based on user defined stages. For example you might decide to configure your sales stages in your CRM pipeline as follows:

  • First meeting
  • Quotation
  • Short listed
  • Presentation
  • Order

SAP Business One CRM Sales ManagerSAP Business One CRM will allow you to manage each stage of the sales pipeline process. The sales manager can run reports based on sales pipeline with multiple standard reporting options –

  • By date range
  • By customer or lead
  • By sales pipeline stage
  • By sales person

This sales pipeline reporting is dynamic and offers instant drill down to source transactions. Sales managers love the ability to report on the sales pipeline and then drill down to the individual opportunities. As an example I might get a report for all sales opportunities in my territory that are scheduled for closing this month.

Campaign Management – SAP Business One CRM offers campaign management. This includes the ability to create a campaign list from base customers, leads or an imported /purchased list. This campaign list can then be used to send newsletters. The team at Leverage Technologies has also integrated SAP Business One campaign management with HTML newsletter solutions like Mail Chimp to help automate the entire campaign management and emailing process.

Quotations, order entry – it goes without saying that SAP Business One can generate a quote and from the quote a sales order can be drafted. SAP Business One also allows this quotation, sales order and a stock check to be done from a mobility device – your phone or tablet.

Mobility – As stated above, SAP Business One CRM puts the power of SAP Business One into any mobility device. Get the information that you want, when you want it.

If you are interested in SAP Business One CRM give the team at Leverage a call on 1300 045 046.

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