„SAP Business One Simplifies Customer Relationship Management (CRM)

As an owner of a manufacturing and/or wholesale distribution company, two of your top priorities is to increase sales and improve customer satisfaction. SAP’s software for growing small businesses, SAP Business One , is designed to help you efficiently track the sales pipeline and effectively follow up on all customer contacts. The software makes it easy for your Sales team members to enter their activities and manage day-to-day responsibilities. Salespeople can quickly and easily enter the activity, details about the sales opportunity and the sales quotation.

To support the overall customer relationship management, everything done with a customer can be documented as an activity. Activities are used throughout the sales cycle to manage customer contacts as well as for internal business purposes. Everything you do with a customer can be documented in an activity, such as phone calls, meetings, tasks, notes or other interactions with customers, even e-mails. Documents and attachments can be linked to activities. Sales and customer service employees can use the activities to plan the tasks they intend to perform as well as report on all efforts made with any client. An easy way to schedule activities, such as meetings, is to use the calendar (the icon is located in the tool bar). The calendar allows you to display, schedule and update activities by dates and users. To create activities directly in the calendar, click on a given date and time, and SAP Business One takes you directly to the Activity window where you can describe activities and link them to business partners and documents.

„Within Business One, all sales and customer related activities can also be created and managed inside the business partner master data record.„You can open a list of related activities or select the option to create them from the business partner master data record. The software also has the functionality that allows you to set an alert to be sent to the user for a specific type of activity, such as a phone call, meeting, note, etc. In addition, you can set a reminder and a time frame for when the alert should happen. „The date used is the date you set on the activity. The alerts for activities are controlled by the “Send alert for activities scheduled for today” checkbox which is located within the Services tab of General Settings.

Activities are often linked to sales opportunities. „Opportunities are organized into stages that reflect the progress of your sales cycle. For example, the stages can be set as: lead, first meeting, second meeting, quotation and negotiations. Reporting is available for analysis of opportunities and for optimizing your sales process. The customers often want a sales quotation that they can review and circulate within their company before they commit to ordering.

The sales quotation might come out of a sales opportunity or activity, or arise independently. The sales quotation documents an offer or proposal that you send to a customer or to a lead. You can copy the quotation to a sales order to begin the sales process when a customer accepts the proposal defined in the sales quotation. The system offers you the ability to easily track all activities and stages pertaining to selling your goods and/or services. The opportunities area provides you with immediate visibility into your sales pipeline, for individual sales employees or the company as a whole.

SAP’s Integrated Accounting, Inventory, and Customer Relationship Business Management Software System for The Manufacturing and Wholesale Distribution Industries

SAP Business One SAP’s best selling ERP system. It is the fastest selling ERP solution on the market for these reasons:

1. It is simple to use. Please see the SAP Business One iTour

2. It is affordable. Professional (super) users approx. $3,000. Limited (financial, logistics, CRM) users approx. $1,500

3. Built by the world leaders in ERP, SAP, on the latest software and technology platform. Can be run on iPads and iPhones

SAP Business One is a fully integrated business management system which includes functionality around financials, sales, purchasing, distribution, HR and customer relationship management (CRM). In short, all the functionality you expect from a larger enterprise system, but substantially less to purchase and much faster to implement ““ a low risk option for your growing manufacturing, wholesale distribution or online retail business.

SAP’s best selling ERP for small and midsize businesses (SMB and SME) can be installed and run on your on-premise server or in a cloud. The database options are MS SQL and SAP HANA (for querying data at lightning fast speeds). MS SQL is a traditional database. SAP HANA is an in memory database.

As a singular data system, right “out of the box” the software offers completely integrated:

  • Financials
  • Sales Opportunity Management
  • Order Entry
  • Accounts Receivable
  • Accounts Payable
  • Warranty
  • Customer Relationship Management (CRM)
  • Business Partner (Customer/Vendor) Management
  • Banking
  • Inventory
  • RMA
  • Production Entry
  • Material Requirements Planning (MRP)
  • Service Management
  • HR Management
  • Crystal Reports Reporting Engine
  • Dashboard and Analytics Displays

If you are researching enterprise resource planning business management software systems, and would like more information about the fastest selling ERP program on the market, Cornerstone Consulting specializes in:

  • SAP Business One 
  • SAP HANA in memory database
  • Electronic and Mobile Commerce
  • Enterprise Mobility
  • Bar codes and Scanning
  • Business Intelligence (BI)
  • Business Analytics
  • Internet
  • Cloud Computing
  • Custom Programming
  • Web Development

See SAP Business One to Believe it!

With integrated accounting, CRM, inventory management, and warehouse management, your business can maximize performance. Call Cornerstone Consulting at 813-321-1300 today to schedule your web demonstration of this amazing ERP software system.

SAP Business One Free 30 Day Software Trial | No Cost or Obligation

You can try this business management software at no cost or obligation now. Please call Cornerstone Consulting at 813-321-1300 for your 30 Day Free Trial of SAP Business One.

SAP Business One Consulting | Contact Cornerstone Consulting

Want your growing small or medium business enterprise (SMB and SME) to run better? SAP Business One is designed to make workflow more efficient through out your entire enterprise. We can help you streamline warehouse inventory management with the use of mobile solutions, out-maneuver competitors, improve interactions with each customer, have better solutions for finding new customers, and transform your business with the latest in technology. Looking forward to helping you and your business get to the next level. For immediate answers to questions about SAP Business One sales, support, and services, Contact Cornerstone today!

SAP Small Business Enterprise Resource Planning (ERP) Systems | SAP Business One Software, Related Services and Tech Support

Why do so many growing Manufacturing, Online Retail and/or Wholesale Distribution businesses located in FL, as well as companies located through out the U.S., rely on Cornerstone for enterprise resource planning (ERP) business management systems, software services and technical support? As an award-winning Business Partner and Value Added Reseller as well as SAP Business One Gold Partner, our expertise is outstanding. Cornerstone Consulting has been providing state-of-the-art business software systems, as well as related technical support, to small and mid-sized manufacturing and wholesale distribution enterprises for more than thirty years. Looking forward to helping your business leverage SAP Business One software and cutting-edge technology.

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