Sap Business One CRM Implementation Notes

By: Andrew Karasev

SAP B1 ERP has integrated CRM functionality and you can purchase named user licenses for CRM only at half of the normal all-in-one user license price. Client Relation Management business logic typically fits to your sales people and considering typical business office, you may have as many as half of all office employee working in Sales department, CRM licenses might help your budget in Software purchasing and implementing. Let's review the functionality:

1.Opportunity. This is the key CRM object. Opportunity might be assigned to either Customer or Lead Business Partner. Toward opportunity you can do activities, such as phone calls, meetings, task, note or other. You also can associate opportunity with Partner channel - if you sell SAP products you can associate with SAP BO product line (SAP Business One you can make a partner for opportunities). Also you can associate opportunity with competitor, for example Microsoft Dynamics. Plus for the opportunity you can select existing or create new quotation or sales order, in this case you may decide to update opportunity budget from Quote or Order

2.Opportunity phases and stages. By default new opportunity is created in open phase. Then as you go with your sales cycle you can move it to won or lost phase. In CRM setup you define opportunity stages with estimated closing percentages at each stage. As well you enumerate stages. You can also move back to previous stages. Good example is negotiation and following quotation stage. You can move back from quotation to further additional negotiation

3.Related Documents. These are quotes and sales orders. If you have multiple re-negotiation steps you may associate multiple sales documents to the same opportunity and every time you can update budgets and plus closing estimated percentages

4.Opportunity reporting. Here, as you normally expecting from SAP BO, reporting is really sophisticated and at the same time pretty intuitive. Besides standard reporting we encourage you to practice or establish good habit to practice in SAP B1 unique drag-and-relate technology, which is very cool feature, resembling data mining and warehousing

Enterprise Information Systems
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