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SAP Business One Business Partner Management (CRM) >> back to the SAP Business One main page
SAP Business One allows you to track and manage all the information about your existing and potential customers, your partners and your suppliers. Capabilities include:
The ability to keep detailed records about your existing and prospective customers, partners and suppliers including: company information, multiple addresses, multiple contacts, segmentation information, account balances, and much more.
Record, schedule and diarise all contact points including: telephone calls, campaigns, meetings, appointments and follow-up activity.
Manage your customer and
supplier opening balances. Display details of pending and diarised calls and appointments - for ease of reference and a timely reminder of actions that need to be taken.
SAP Business One Sales Opportunity Management
SAP Business One allows you to track and manage all the information about your existing and potential customers, your partners and your suppliers. Capabilities include:
Record all sales
opportunities from the very first point of contact to successful
closure.
Report on your sales
opportunities in three main dimensions: opportunities by customer,
opportunities per item, and opportunities per salesperson. Display a dynamic sales funnel that shows all sales stages from initial contact right through to order.
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