Sales & CRM in SAP Business One

SAP Business One offers a full CRM (Customer Relationship Management) solution

Your business thrives on winning new customers and maximising the relationship with existing customers. SAP Business One has all you need to manage your entire new business and account management activities, from initial contact to final sale, to after-sales service and support.

With fully integrated functionality providing a complete view of both prospects and customers, you can better understand and meet their needs, turning prospects into customers, increasing sales and profitability, and improving customer satisfaction.

SAP Business One CRM Features

Run your entire sales process and customer lifecycle more efficiently – from initial contact to final sale, after-sales service, and support.

Sales and opportunity management

Track all sales opportunities and lead activities throughout the sales cycle, from the first contact to deal closing.

Marketing campaign management

Create, manage, and analyse marketing activities to generate leads and keep the sales pipeline healthy.

Customer management

Never lose track of vital customer information; store all critical data in one place by synchronising and managing customer contacts stored in Microsoft Outlook.

Service management

Manage warranty obligations and other after-sales service agreements efficiently, and respond quickly to service calls.

Reporting and analysis

Detailed reporting on all sales and revenue activity from pipeline forecasting to sales rep, territory, product and margin performance.

Mobilise your Sales team

Improve Sales productivity with powerful mobile apps to manage information and activity anytime, anywhere and on any device.

Sales & CRM

Manage your entire new business activity, customer life cycle and sales process “from order to cash” in one place