Core Modules

CRM in SAP Business One

CRM in SAP Business One

SAP Business One delivers fully integral Customer Relationship Management (CRM) functionality as part of the complete business management solution.

Running throughout SAP Business One, this functionality enables complete control of customer acquisition, retention, loyalty, and profitability for the business. Tightly integrated features across marketing, sales, and service provide end-to-end visibility of the complete customer lifecycle.

“SAP Business One follows a transaction through from lead/enquiry, quote, sales order, production/purchase order, delivery and invoice. This traceability has cut down the time giving customers information on their order and allows us to trace down to individual activities by different users. We are able to spot errors before they become a problem and can generally offer a smoother, slicker service to our customers.”

– Tim Guest, Director, Zoedale PLC

Sales Opportunity Management

The SAP Business One CRM sales cycle management functions record every sales opportunity across the customer lifecycle, from lead identification, through discovery, qualification, proposal, closure, and ultimately through after-sale service and support. Integrated CRM allows users to enter details of opportunities, including source, potential deal size, closing date, competitors, and activities.

Reports are a critical element of the CRM functionality allowing users to analyse opportunities by lead source, territory, industry, customer, and item. The reports manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter.

Key Features

Sales: Create quotes, enter customer orders, deliveries, update stock balances, and manage invoices and accounts receivable.

 Purchasing: Manage and maintain supplier transactions such as issuing purchase quotations and orders, update stock numbers, calculate landed costs for imports, handle returns and credits, and process payments.

Business partners: Control all information on customers, resellers, and suppliers: including e-mail address, profiles, sales reports, activities with business partners, account balances, and provides a calendar for user activities with search capability to find the necessary item.

Marketing campaign management: Create, manage, and analyse marketing campaign activities and their impact.


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