Drive your Sales

SAP Business One provides the tools to help you efficiently manage the entire sales process and customer lifecycle. From initial contact to final sale to after-sales service and support.

It's integrated functionality provides a complete view of your leads and existing customers so you can better understand and meet their needs. As a result, you can turn prospects into customers, increase sales and profitability, and improve customer satisfaction.

Key features of Sales Processing

Sales and Opportunity Management

Track all opportunities and report on their progress through to closing and Sales Order creation. Once in the sales cycle, all stages are linked and the entire process can be displayed as a relationship map. Each step in the sales process references a preceding document allowing for the easy copying of Information reducing data duplication.

Marketing Campaign Management

Create and manage campaigns and promotions and track their progress through various reporting functions. Analyse your marketing spend to review how effective your campaigns have been.

Customer Management

All of your customers data is stored in a single record. Manage multiple shipping and billing addresses, assign payment terms and credit limits.

Send invoices or Customers statements directly from SAP Business One using the internal SBO Mailer.

Service Management

Use SAP Business One to manage service contracts for your customers.

By assigning start and end dates, you can assign a billing cycle to generate Invoices using the generation wizard.

Create and track service calls against each contract, which retains the history of calls completed, and builds up a solution knowledge base for your engineers to refer back to.

Opportunity & pipeline management
Contact management
Activities management
Campaign management
Blanket agreements
Purchase orders
Price lists in multiple currencies
Special prices
Period & volume discounts
Customer management
Gross profit calculation

Are you ready to work with the right team?

Give our team of experts a call now on 01789 777 466 or send us an email.