CRM stands for Customer Relationship Manager.

A CRM system is a tool for managing customer interactions and customer-related data. With CRM, companies can store all information about a customer in one place. Things like: leads, addresses, email communication, complete order history, service requests, and payment methods, to name a few. A huge benefit to CRM is that everyone within the company can access the most up-to-date information on any given customer, from anywhere (that is only true if the CRM is cloud based – which is the case with SAP Business One CRM).

Higher customer satisfaction, faster and more profitable sales converstion, improved decision making, and better accuracy are associated with applied CRM systems.

SAP Business One CRM

Built-in CRM is one of the modules that comes “out of the box” in SAP Business One. It’s unique to SAP Business One in that it integrates with all other modules in the system including orders, inventory, and reporting. This increases the value of CRM many-fold because it’s now a part of the same central software that you use to run your business. So organization, automation, and synchronization is carried across your entire back-end sales process through to your front-end sales process at the customer support level.

Features of SAP Business One Built-In CRM:

  • Sales opportunity management
    Track all opportunities, forecast outcome and revenue potential via dashboards and reports.
  • Web-based customer management
    Give the sales team secure access to real-time customer data from anywhere.
  • Microsoft Outlook integration
    Synchronize contacts and calendars. Store emails from Outlook in the customer SAP record.
  • Customer service and support
    Track all customer interactions. Manage warranties, service calls, and contracts.
  • Business partner management
    Manage leads, sales, profits, account balances and pipeline analysis for all business partners.

SAP Business One CRM Screenshots