Functionality

Sales & Service

Maximising customer relationships is crucial to your success and SAP Business One provides you with the tools to help you efficiently manage the entire sales process and customer lifecycle. Its integrated functionality provides a complete view of prospects and customers so you can understand and meet their needs. With the ability to track sales & opportunities, marketing campaigns, customer & service management, all backed up with reporting and analysis, you can effectively track the entire sales process from initial contact to after-sales and support. We can help you sell more effectively without increasing your cost of sale.

Features

  • Opportunity and pipeline management
  • CRM
  • Campaign management
  • Blanket agreements
  • Quotations
  • Sales orders
  • Deliveries & returns
  • Drop ship
  • Invoices
  • Dunning & customer management
  • Gross profit calculation
  • Service management
  • Service planning
  • Customer interactions tracking
  • Equipment card handling
  • Service dashboards
  • Service contracts
  • Knowledge database
  • Service calendar
  • Service call processing

Benefits

  • Full pipeline reporting for cashflow forecasting
  • Win/loss ratio which enables better understanding of customers and their needs
  • Workflow automation reducing duplication of data-entry across multiple teams and departments
  • Ability to streamline any of the SOP/POP processes using an integrated relationship map
  • Fully integrated after-sales modules including tracking of maintained goods, visibility of equipment information and warranties, improving customer service and potential additional revenue streams

Book a demo or consultation now

Call +44 (0)1789 777 466