SAP Business One Customer Relationship Management (CRM)

Servicing Customers Better And Driving More Sales With SAP Business One CRM

Companies use the customer relationship management (CRM) tools in the SAP® Business One (SAP B1) application to close prospect sales faster and better serve existing customers. The tools incorporated in SAP® Business One let you automate processes and efficiently manage activities throughout the entire sales cycle, including initial contact, proposal, closing of sales, as well as after-sales service and support.  Business One’s tightly integrated features across marketing, sales, and service categories provide a 360-degree view of your prospects and customers, so you can better understand and meet their needs.  With Business One’s sales and opportunity management tools, you can (a) create quotes, enter orders, perform real-time availability checks across all your warehouses, and process deliveries; (b) record new sales opportunities with relevant information such as lead source, potential competition, deal size, and sales stage; and, (c) synchronize your tasks, contacts, and opportunities between SAP Business One and Microsoft Outlook while gaining instant access to snapshots of customer data from your e-mail.

With all of these features at your command you can assure ongoing customer satisfaction with quick response to service and support calls. The service management tools in SAP Business One ERP  let you optimize the potential of your service operations, contract management and customer support.  The powerful reporting functionality of SAP Business One, including the Crystal Reports® software, lets you analyze sales opportunities by territory, customer, or product; conduct sales forecasts; and assess sales and service departments’ performance.

In addition, with Business One, you can efficiently manage your tasks and information throughout different stages in the sales cycle. Schedule and receive reminders for phone calls, meetings, and assigned tasks. You can record any activity along with detailed notes, and activities entered into your calendar in SAP Business One can be synchronized with your schedule in Microsoft Outlook.  Also, all activities can be linked to customers, vendors, and leads. For example, you can link activities to a sales lead and later drill down into these activities from the lead screen with one click. The sales opportunities functionality in SAP Business One lets you manage the entire sales process as it progresses through sales stages, as well as forecast
revenue potential and analyze sales outcomes. For a complete sales framework,

SAP Business One ERP allows you to enter new opportunities with information regarding potential sales volumes, customers, specific competitors or partners, anticipated closing dates, and sales stages. The application immediately calculates projected gross profit and revenue. Further, as the opportunity progresses through the various sales stages and new data is entered, the expected profit and revenue calculations are dynamically updated to reflect, with great accuracy, the current status of the transaction. For a complete sales framework, SAP Business One allows you to enter new opportunities with information about potential sales volumes, customers, specific competitors or partners, expected closing dates, and sales stages.

SAP Partner, Cornerstone Consulting, is a Business One ERP Reseller Providing Related Software, Tech Support and Services to Small and Midsized Manufacturers and Distributors

Since 1983, Cornerstone Consulting has been providing enterprise business management software systems to small and midsized manufacturing, wholesale distribution, and retail companies. In 2005, Cornerstone Consulting became trusted SAP Partners and resellers of  SAP Business One. This enterprise resource planning (ERP) system, combined with the configuration expertise of Cornerstone Consulting, allows a company like yours to operate a state-of-the-art business management solution which is tailored to meet all of your specific business needs.

Together, we can transform your company, boldly lead your business into the mobile future, and help your organization sprint ahead of your competition.  SAP Business One ERP has many benefits to offer businesses of any type including: the ability to access the enterprise resource planning system on your iPhone and iPad; better business intelligence and analytics via built-in Crystal Reports; instant, “real time” access to information from finance, manufacturing, warehouse management, customer service and sales departments, as well as automatic “workflow alerts” that provide warnings based on individualized business rules.  Review SAP Business One ERP now. We’ll gladly show you this amazing software system. To schedule your review of Business One, please call Cornerstone Consulting at 813-321-1300.

About SAP AG

 SAP touches 60 percent of the world’s transactions. SAP takes this responsibility very seriously.

A subsidiary of SAP AG, SAP America oversees all business operations in North America and is headquartered in Newtown Square, PA ““ about 15 miles west of Philadelphia. SAP has about 12,500 employees in North America, with more than 2,000 employees in Newtown Square and more than 10,000 total employees in the U.S.

Source: SAP

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