SAP Business One Business Partner Management (CRM)

SAP Business One monitors and administers all information concerning current customers, prospects, partners and  suppliers.  Its capabilities include: 

The capacity to store detailed records relating to existing customers, prospects, partners and suppliers including, but not limited to, company information, multiple addresses, multiple contacts, segmentation information and account balances.

Make a schedule and keep a record of  all contact points including: telephone calls, campaigns, meetings, appointments and follow-up activity.   These may be kept in an appointment book.

Handle customer and supplier opening balances.

Display details of pending and scheduled calls and appointments so that they can be found easily and can be used as a reminder to complete tasks on time.    

SAP Business One Sales Opportunity Management

SAP Business One monitors and administers all information about current customers, prospects, partners and  suppliers.  It consists of the following features: 

records each sales opportunity from start to successful finish;

reports sales opportunities in three key ways: (1) opportunities by customer; (2) opportunities by item; and (3) opportunities by salesperson; and

presents a dynamic sales funnel containing all sales stages from first contact to the order itself.