Built-in CRM

CRM (Customer Relationship Management) is built into SAP Business One, another reason why B1 will save you time and increase efficiency. You’ll no longer have to run separate CRM software since you can effectively manage all aspects of your customer relationships – with functionality to help improve and align your marketing, sales, and service operations right inside SAP Business One. You’ll be able to manage the entire relationship with your customer, from the very first possible contact, through the sale, into long term account management.

Key Features

• Microsoft Outlook Integration
• Import all your prospects from Microsoft Excel or CSV
• Add prospects to e-mail campaign lists, contact lists, and newsletter
• Create campaigns and track the results
• Create quotes, record orders, schedule deliveries, update inventory balances, manage invoices and accounts receivable
• Manage purchasing (accounts payable) including supplier transactions, purchase orders, inventory quantity, returns and credits
• Store and manage all customer, vendor, supplier, reseller info in one easy-to-access main master customer record
• Use the calendar to track your activities and perform keyword searches to find specific items in the calendar
• Reports that forecast anticipated revenue of customers
• Reports that help you spot patterns and trends of customers and sales staff
• Analyzes your most valuable lead-generating activity
• Web based access for your sales and service team
• Generate more leads and close more deals with reporting and analytics
• Service order management
• Increase marketing ROI
• Increase service revenue and profitability

Screenshots