Customer Relationship Management (CRM) 


It’s never been more important to build your business around your customer expectations, and SAP’s Business One CRM software enables you to stay relevant to your customer along every step of the way. Let SAP’s Business One CRM capabilities help you better manage your customer relationships and grow your business.


CRM Software, SAP CRM, Business One
Key Functionality

An integrated CRM solution so you achieve visibility over the entire customer lifecycle

Customer Relationship Management is a key module of SAP Business One. CRM functionality allows you to manage customer contacts, track sales opportunities and provide support to build lasting customer relationships. It delivers a comprehensive and integrated solution to managing customer acquisition and retention, increasing the profitability of your business.

Manage opportunities better: Capture leads and analyse sales opportunities

SAP’s CRM provides key functions such as the ability to capture leads, allowing you to identify and evaluate prospective clients. The detailed system lets you analyse data by lead source, territory and industry, with reports that forecast anticipated revenue according to various date ranges. It also follows through on the whole sales cycle, capturing information on quotes all the way through to after sales service.

Systematically organise and use your customer database

With the ability to be highly customized and detailed, the SAP Business One CRM allows you to track opportunities closely. Organise all of your customer, supplier and reseller data in one master record. The system lets you manage information such as email addresses, profiles, sales reports and account balances so there’s one clear source for all your customer data. Fully integrated with Microsoft Outlook, synchronize customer data as well as appointments conveniently.

Deliver top-notch customer care and support with SAP Business One

A centralized database for customer information with SAP Business One CRM also allows your after-sales staff to deliver top-notch customer care. Armed with the knowledge of the whole sales process, your customer service staff will be able to respond to the queries and problems your customers may have.

Easily monitor customer support and identify problems

With SAP Business One, track and maintain service calls with the ability to review call history. You can also track the time needed to respond to a service call with functionality that allows you to follow the communication between your service team and the customer. This allows you to evaluate the performance of your service team – and identify how you can support your customers better.

Business Benefits

  • Increase your revenue – display all the information needed to up-sell, cross-sell, or special offers to close the deal right there and then, and grow your top line.
  • Increase customer satisfaction – all relevant information and customer historic data are at your fingertips to support service calls and resolve customer problems immediately.
  • Increase conversion ratio – manage your sales and opportunities efficiently and benefit from faster, more profitable sales conversions.
  • Better decisions – access timely and accurate data on all aspects of the sales process, and make better business decisions.

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