Customer Relationship Management with SAP Business One

 

Customer satisfaction is at the core of every business. Providing customers with top-notch service, products, and building lasting relationships is imperative for success. As a business begins to grow and experience higher traffic, sales, and new customers, it can become more difficult to efficiently manage and cultivate these relationships to the best ability. Implementing customer relationship management (CRM) solutions help with properly managing new and old customer relationships, accounts, and requests. CRM solutions are available to implement on their own, but ERP solutions such as SAP Business One include a CRM package out of the box. Throughout today’s blog, learn what the CRM module included in SAP Business One can provide for growing small to midsize businesses!

 

SAP Business One’s fully integrated CRM module allows for extremely quick response times to your customers, vendors, and clients. Products have the ability to be delivered fast and on-time with incredible efficiency, impressing customers and nurturing or creating strong business relationships resulting in increased revenues, more customers, and an increase in production.

 

The features of SAP Business One CRM are designed for users to manage all customer contacts and data from one centralized location. Below are some of the main key features that SAP Business One’s CRM module provides to users.

 

Customer Master Data: With large amounts of customers, it can become tedious and time consuming to manage all of the various contact names, previous orders, shipping addresses and other important customer information. In customer master data, individual customer information is stored in one, easy to navigate location. Payment information and terms can also be added to the corresponding customer master data account and can easily be transferred and applied to transactions such as sales orders and deliveries. Overall, customer master data ensures that customer data remains organized, accurate, and easily applied to related documents.

 

Marketing Campaign Management: SAP Business One comes equipped with a user-friendly marketing campaign wizard that automatically executes customized marketing campaigns. Contacts can be segmented and imported from Excel. After the campaign is run, leads can be turned into opportunities which allows the sales team to begin the sales process. Users also have access to integrated reports to analyze the performance of the campaign to gauge success and shape future campaigns.

 

Sales and Opportunity Management: Sales and opportunity management within SAP Business One CRM makes managing the sales process efficient and easy to track. Creating relative sales documents such as quotations and billings can be completed instantly from included templates. Additionally, SAP Business One updates information all in real-time, allowing the sales team to provide leads and customers with transparency and complete accuracy about inventory availability. The sales and opportunity management module truly allows the sales team to streamline the entire process with ease, accuracy, and close deals quickly.

 

Customer Service Management: Providing customers with quick and responsive service helps to establish a reputation as a leading business that emphasizes quality customer service. A big aspect of maintaining good customer service is remaining organized and knowing what calls, complaints, or product exchanges have taken place. SAP Business One CRM stores all service call and return history while enabling customer service representatives to provide prompt answers responses and solutions. Additionally, having quick access to all customer warranties, payment terms, service contracts etc. helps the service team operate with complete visibility about the customer and their relationship with the business.

 

In conclusion, one of the main reasons why SAP Business One’s CRM application is so powerful is due to the entire ERP solution being integrated. Complete integration erases silos of information and allows for streamlined cross-departmental communication throughout the entire sales process and customer management journey.

 

SAP Business One is full of incredible functionality in addition to its powerful CRM solution. For more information about how SAP Business One can take your business to next level with efficiency, automation, and accuracy check out our SAP Business One overview guide here:

https://softengine.com/product/sap-business-one/

 

Here at Softengine, we are a SAP Gold Partner with over two decades of experience in helping companies transition into a SAP ‘Best Run Business’. Learn about our Softengine Advantage and our client-first approach to ERP here: https://softengine.com/about-softengine/the-softengine-advantage/

 

 

Resources:

1. https://blogs.sap.com/2017/09/14/how-to-manage-customer-relationships-with-sap-business-one/
2. https://www.top10erp.org/products/sap-business-one/customer-relationship-management