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1. Overview
2. Financial Accounting
3. Sales
4. Purchasing
5. CRM
6. Service Management
7. Stock Control
8. Production/MRP
9. Reporting
10. Controlling
11. HR

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SAP BUSINESS ONE - CRM

SAP Business One Integral Customer Relationship Management (CRM) controls all the information on your customers, prospects, resellers and suppliers including profiles, contact summaries, account balances and sales pipeline analysis.

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Complete sales and service integration

SAP Business One delivers fully integral CRM functionality as part of the complete solution. This functionality ensures complete control of customer acquisition, retention, loyalty and profitability for the business. Tightly integrated features across marketing, sales and service provide end-to-end visibility of the complete customer lifecycle.

Screen Shot: Graphical Reporting | Click to Enlarge»

SAP Business One: CRM sales

The SAP Business One CRM sales cycle management functions record every sales opportunity across the customer lifecycle, from lead identification, through discovery, qualification, proposal, closure and ultimately through after-sale service and support. Integral CRM allows users to enter details of the opportunity, including the source, potential deal size, closing date, competitors and activities.

Reports are a critical element of the CRM functionality allowing users to analyse opportunities by lead source, territory, industry, customer and item. The reports manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter. Users see the distribution of leads by source over time to identify the most profitable lead generation activities.

Screen Shot: Management Reports | Click to Enlarge»

Key features and functionality:

• Sales (Accounts Receivable): Creates price quotes, records customer orders, set up of deliveries, updates to stock balances, and management of all invoices and accounts receivables.
• Business partners: Controls all information on customers, prospects, resellers and suppliers: including e-mail address, profiles, sales reports, activities with business partners, account balances and provides a calendar for user activities using search methods such as 'start with' or 'contains' to find the necessary item.

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