Sales – CRM

salesSales in SAP Business One includes the following functionality::

  • Opportunities and pipeline management
  • Contact Management
  • Quotations
  • Orders
  • Invoices
  • Deliveries
  • Returns
  • Price lists in multiple currencies
  • Client Management
  • Gross Profit calculation
  • Microsoft Office integration

SAP Business One offers flexibility when creating the content for quotations or any marketing document. Different line types are supported, allowing users to create subtotals of previous lines. Users can insert free form text anywhere within the body of the document, as well as display recommended alternative items. Standard comments can be stored and re-used. Header and footer text can also be user-defined for each document. The gross profit can be calculated for each quotation. The last sales prices offered to a customer can be viewed easily. Once a quotation is created, users can export it to Microsoft Word with the click of a mouse..

Sales Opportunities (CRM)

The Sales Opportunities module lets you track and analyze pending opportunities according to the progress of activities such as meetings, negotiations, and other proceedings in the sales pipeline.

Comprehensive forecasting methods enable you to project potential earnings and prioritize sales activities.

Using the various tabs of the Sales Opportunity window you can process a sales opportunity from creation and field configuration, through updating and reporting, to closure.

Some features of this module include being able to do the following:

  • Link a variety of documents
  • Designate an owner for a sales opportunityт
  • Select a different owner for each stage of a sales opportunity
  • Determine employee access to the contained information
  • Generate table and graphical reports to provide different formats for analysis
  • Analysis can be per stage, per user, or a high-level overview displayed in the Statistics report.
  • Reports can be filtered by such parameters as business partner, sales employee, and time period.