Sales Opportunity Management
Record every sales opportunity, from the first phone call to the successful close of a transaction. This key component of SAP Business One's integrated CRM solution allows users to enter various details concerning the opportunity, including the source, potential, closing date, competitors, and activities. As soon as the first relevant quotation is created, they can link it with the opportunity to simplify later tracking and analysis.

Stage Analysis
Allow users to view sales opportunities at different stages in the sales cycle.   This means you can concentrate on moving opportunities from stage to stage towards the close of new business which is what we all want isn’t it?

Opportunity Forecasts
Efficient management of forecast is critical due to resource planning and hiring issues related to continue grow.  Forecasts allow for the planning and monitoring of anticipated revenue by a variety of date ranges, such as month and quarter and can be grouped by territory, sales person or business partner.

Opportunities Pipeline
Generates a dynamic overview of the sales steps from initial lead to final conclusion in a funnel chart.  This can be invaluable information that enables you to see at what stage you are failing or losing leads in various ways, as well as when you are successful.  This allows for corrections or method changes to be developed to overcome the issues resulting in more closes.

Activities
This feature tracks interactions with business partners, customers, vendors, and prospects.  Things like collection call tracking as well as phone calls, meetings, and all day to day communications with your partners can be done as CRM is integrated with the other main areas of Business One.  Of course you can also schedule follow up tasks and be reminded to do them when the time comes by the system.

Calendar
This feature allows users to maintain a calendar that graphically displays the activities of one or more users.  The calendar also provides functionality for scheduling or modifying scheduled activities and can be configured to show only specified activates and users.  Users can view activities in different layouts, such as daily, weekly, monthly, or team calendars.  The calendar is also integrated with Microsoft Outlooks calendar feature for optimum productivity.

Outlook Integration
SAP Business One is fully integrated with Microsoft Outlook, enabling seamless communication that can span the organization and business functions.  You will be able to share contacts, appointments, and tasks between SAP Business One and Outlook.  There is also integrated quotation management in Outlook.

            Business Benefits:

• Information is synchronized between you e-mail and your business software CRM saving duplicate entry.
• When away from office you have access to business partner communications in Outlook without have to connect to the business system including quotations.
• Time savings of not having to look in two places or enter in two places all of your communications, tasks, and appointments.

 
CRM Reports
Another critical piece of the CRM functionality is the powerful reports that allow users to analyze opportunities by lead source, territory, industry, customer, and item.   CRM offers the following standard reports:

• Opportunities – Lets users perform an opportunity analysis from three perspectives: by customer, item, and sales employee. Perspectives can be combined. The report automatically creates charts to illustrate the data visually. Users can display every report in any degree of detail – from the most general (opportunities by customer group, for example) to the very specific (opportunities by customer).
• Stage Analysis – Allows users to view sales opportunities at different stages in the sales cycle.
• Opportunities Pipeline – Generates a dynamic opportunity overview of all sales steps, from lead to order, in a funnel chart. Users can click the mouse on any element to display a detailed report for each level. Other graphical functions are available to illustrate the sales process. For example, the solution can display the most important 10 to 30 opportunities, with all details, from inception to closing. This report makes it much easier to spot trends and buying patterns.
• Opportunity Forecast – Allows users to estimate open opportunities grouped either by a territory, sales person, or business partner.
• Opportunity Forecast over time – Shows sales opportunities over specified time periods (such as month, quarter, or year), so that trends can be identified and analyzed, helping an organization to make the correct marketing and sales decisions.
• Won Opportunities – Helps users to analyze sales opportunities that were won and the stages at which deals were closed.
• Lost Opportunities – Provides information on lost opportunities and stages when each opportunity was closed.
• My Open and Closed Opportunities – Displays open or closed opportunities for a specific user.
• Lead Distribution Over Time – Provides information on the distribution of open and closed opportunities within the selected time period.

Read further about SAP Business One's XL Reporter, one of the powerful reporting options More...

Read "Enabling New Efficiency Control and Profit for SMB" More...

Are you interested in hearing from someone directly about how SAP Business One can work for you? Please go to our presales information page and tell us a little about you and your business!

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