Customer Relationship Management 2017-09-01T19:22:06+00:00

Customer Relationship Management (CRM)

Create a loyal customer base with SAP Business One

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Customer Relationship Management

Customer Relationship Management

Customer Relationship Management. Acquiring new customers is important for success, but maximizing customer relationships is just as crucial. SAP Business One provides the tools to help you efficiently manage the entire sales process and customer lifecycle – from initial contact to final sale, to after-sales service and support.

Its integrated functionality provides a complete view of prospects and customers so you can better understand and meet their needs. As a result, you can turn prospects into customers, increase sales and profitability, and improve customer satisfaction.

  • Sales and opportunity management – track opportunities and activities from the rst contact to deal closing.

  • Marketing campaign management – create, manage, and analyze marketing activities.

  • Customer management – store all critical customer data in one place, synchronize and manage customer contacts stored in Microsoft Outlook

  • Service management – manage warranty and service contracts e ciently, enter and respond to service calls quickly.

  • Reporting and analysis – create detailed reports on all aspects of the sales process, including sales forecasting and pipeline tracking, using time saving templates.

  • Mobilize your sales team – manage your sales information on the move with SAP Business One Sales mobile app.

Customer Relationship Management Overview

Win new customers and forge better relationships

Acquiring new customers is important for business success, but maximizing customer loyalty is just as crucial. With integrated customer relationship management (CRM) software, the SAP Business One application helps you turn prospects into customers, grow sales and profitability, and achieve high levels of customer satisfaction.

CRM tools are essential for engaging new prospects and driving opportunities to make sales. The tools are just as critical for managing service operations, service contracts, and customer support. Beyond optimizing sales, marketing, and support processes, you can use them to analyze customers and prospects, understand their needs, and better meet those needs. By integrating your sales, marketing, and support processes with the rest of your  business, the tools let you deliver orders as promised, correctly invoice your customers, and accurately forecast your revenue. And with mobile access, your team can tap into information they need from wherever they may be.

The SAP Business One application and its version powered by SAP HANA provide a reliable, integrated CRM solution to help optimize your customer interactions and support processes across your entire business. The software is available on premise or in the cloud – the choice is yours.

Manage marketing campaigns

SAP Business One helps you run marketing campaigns with greater ease from start to  finish, including analyzing the results. To plan your campaign, you can use the application to segment your contacts into target groups, for example, prospects by geography or industry and current customers by purchased product. An easy-to-use wizard then guides you through the steps to create and execute your marketing campaign. These include importing contact lists from Microsoft Excel and  executing the campaign through e-mail and other methods. With integrated reports, you can analyze your campaign performance,  including response rates and overall success of the campaign.

With help from the software, you can readily convert a qualified lead from the campaign into a sales opportunity and follow up with a sales quotation. Again, integrated reports let you optimize your campaign follow-up process. For example, you can see the various opportunities created and sales quotes sent as a result of the campaign.

Profit from integrated CRM functionality

SAP Business One includes CRM software that streamlines your sales, marketing, and support processes and integrates them with finance and inventory activities. The resulting comprehensive view of your customers and prospects helps you understand their needs and better meet them. The application helps you create effective marketing campaigns. You can target your prospects and customers to identify highly qualified opportunities. You can increase revenue by managing your activities and  opportunities through different stages in the sales cycle.

As soon as the opportunity data is entered, the application gives you visibility into projected gross profit and revenue from a deal, so you can make better business decisions. Postsale, the solution helps you  increase customer satisfaction by responding faster to service calls, increasing the efficiency of customer warranty and service contract administration, and resolving problems  better. Rich analytics functionality supports  improved decision making based on timely, accurate data on all aspects of the campaign, sales, and service processes.

Manage marketing campaigns

Manage opportunities and sales activities

Go straight from a closed deal to the sales order

Gain insight from customer master data

Manage services

Integrate Microsoft Outlook and mobile technology

Perform efficient reporting and analytics

SAP B1 Starter Pack

Customer Relationship Management Quick Facts