Skip to content

Sales & CRM

Do you work in inside sales, field sales or as a sales manager? Then you want to spend as little time as possible on administrative tasks and instead have more time for customer contact and sales. SAP Business One gives you a powerful combination of sales functionality and CRM, allowing you to work faster, follow up better and structurally improve customer relations.

With the SAP Business One Sales App, you easily update quotes from any location, send updates to your team and have real-time visibility into pending opportunities and orders.

Functionalities for your sales department

Sale

Manage your entire sales process - from quotations and orders to deliveries and invoices. You always keep an overview of margins, inventory and customer agreements.

Management of marketing campaigns

Create and manage marketing campaigns and immediately analyze the results.

Customer Administration

Capture customer information and contact moments centrally and give your organization better insight into each relationship. Synchronization with Microsoft Outlook ensures that everyone stays up-to-date.Read more...

Service Management

Manage service contracts, schedule service orders and track service calls easily.

Reports and analysis

Use powerful sales dashboards and reports to monitor performance and spot opportunities in a timely manner.

SalesApp

With the SAP Business One Sales App, you can access customer information, sales opportunities, quotations and workflows anywhere.

Achieve a loyal customer base

Attracting new customers is important, but retaining existing customers is just as valuable. That's why SAP Business One offers comprehensive CRM functionalities that allow you to easily manage customer data, contact moments, sales opportunities and service history.

With this integrated functionality:

  • Create a complete overview of prospects and customers;
  • Track your sales opportunities and activities accurately;
  • Offer your team a 360-degree view of every relationship;
  • You work together from the same information, always up to date;
  • Synchronize your customer data directly with Microsoft Outlook.

So you work smarter, faster and more efficiently - and easily increase customer satisfaction and customer value.

CRM module demo

How do you keep a grip on your customer relationships and sales process without losing the overview? In this demo, you'll see how the CRM module in SAP Business One Webclient helps you do just that.

You get instant insight into customer data and easily record activities. Quotations and orders link up logically, so you work in a structured way and always have up-to-date information.

Wondering what this means for your organization? We would like to think along with you.

SAP Business One Sales App

The SAP Business One Sales App gives you instant access to the most relevant business information for sales staff. You easily view sales opportunities, open and edit quotes and stay up to date with customer activity in real time.

This app helps you work more efficiently on the go, prepare conversations better and always have the right information at hand.

Additional add-ons for Sales

Although SAP Business One already has all the basic components needed for sales and relationship management, there are some additional add-ons available that can make a sales manager's life easier.

Need advice?

Want to know how you can set up your sales and CRM processes smarter with SAP Business One? We would be happy to think along with you.

Steven

Blogs on sales and customer management in SAP Business One