Sales and Customer Management
Sales and Customer Management
SAP Business One includes all the tools you need to streamline the entire sales process and improve the customer experience – from initial contact to after sales service.
Automate Sales Orders and deliveries by leveraging seamless integration with eCommerce, marketplace, and courier platforms. Synchronise and share information about your products, prices, shipping information and stock availability.
Enter data once only. Reduce duplication of effort and human error with documents flowing naturally through the sales business process, from sales order to cash, and track them through every stage with the aid of a visual Relationship Map.
Maintain multiple price lists linked to web shops, items, or customers. Apply discounts based on criteria such as volume, period, discount group, customer, or supplier.
Maximise opportunities for up-selling and cross-selling with real-time display of popular, recommended, and complementary products.
Track the history of all serial numbered items sold and purchased. Maintain a full service history for the entire service or warranty period. Improve customer experience by maintaining a searchable knowledge base of solutions.
View product and customer trends over time. Analyse profits, track sales team and employee performance. Enjoy real-time reporting and powerful MRP features to ensure you always have the stock that’s needed when it’s needed.
Key features
The following are some of the key features included in the SAP Business One Sales and Customer Management module:
Sales
- Mobile Sales App
- Document Approvals
- Sales Opportunities
- CRM
- Sales Calendar and Activities
- Campaign Management
- Blanket agreements (Contract)
- Sales Quotation
- Sales Order
- Down Payment
- Pick List
- Sales Delivery
- Sales Invoice/Credit note
- Automated Invoicing Routine
- Recurring Documents
Customer Service
- Mobile Service Technician App
- Service Management
- Service Call
- Service/Warranty Contract
- Equipment Cards (Customer Assets)
- Technician Calendar
- Solutions Knowledge Base
- Average Closure Time Reports
Reporting
- Sales Pipeline/Forecast Reporting
- Sales Opportunity Kanban
- Sales Analysis
- Sales Dashboards
- Product & Customer Analysis
- Country Sales Reports
- Gross Profit Reporting/Calculations
- Service Management Reports
BEginners Guide
SAP Business One
You’ve heard that SAP Business One is a market-leading ERP solution for small to mid-size companies. But is it suitable for your business? Download these guides to find out.