Empowering Sales Teams with SAP Business One Sales
- Actran Systems
- Nov 3
- 4 min read
In today’s rapidly evolving business landscape, where customer expectations continue to rise, the performance of sales teams plays a critical role in determining an organization’s success. Having the right tools that enable structured workflows, real-time access to information, and swift customer responses has become indispensable for modern enterprises.
SAP Business One Sales is a dedicated mobile application designed to empower sales professionals by providing real-time access to essential business data. It enables seamless management of customers, sales opportunities, and sales documents — all in one intuitive platform.
Key Highlights of SAP Business One Sales
Dedicated for Sales Professionals Designed specifically for sales teams, the application features an integrated Customer Relationship Management (CRM) system that enhances productivity, improves sales forecasting accuracy, and provides actionable insights for better decision-making.
Intuitive and User-Friendly With a clean, modern, and user-friendly interface, SAP Business One Sales is easy to learn and quick to deploy — ideal for dynamic teams that value efficiency and mobility.
Interactive and Real-Time Connectivity All business data is updated automatically in real-time. Sales representatives can instantly create quotations, update customer status, and record new activities without delays.
Main Dashboard and KPI Tracking
Designed with the user experience at its core, SAP Business One Sales features a central dashboard that consolidates key business information and provides a clear overview of performance metrics.
Home Page: Central hub for essential modules such as Sales, Customers, and Activities, integrated seamlessly with the SAP Business One calendar.
KPI Dashboard: Displays real-time performance indicators — current sales, top customers, and best-selling products — to support proactive decision-making.
Robust, Secure, and Fully Integrated Technology
SAP Business One Sales is available for both iOS and Android platforms and integrates with SAP Business One version 9.2 PL10 or higher (SAP HANA or Microsoft SQL). Data synchronization is powered by the Service Layer, ensuring speed and security.
The system employs advanced protection measures such as SSL Certificates, Touch ID/Face ID authentication, and role-based access controls, guaranteeing enterprise-grade data security.
Personalized Configuration and User Settings
The application allows users to tailor their experience, including:
Displaying company name and user credentials
Offline Mode for use without internet connectivity
Cache clearing to refresh data instantly
User-Defined Fields customization
Speech-to-Text input for hands-free operation
Direct access to online user guides within the app
Comprehensive Sales Activity Management
The Activities module helps sales teams manage every stage of the sales process — from client appointments and follow-ups to creating official sales documents.
View activities in calendar format
Create, edit, and track tasks in real-time
Link sales documents (e.g., quotations, sales orders)
Attach files or images for centralized data management
Assign multiple team members to a single activity
Location-Based Check-In Feature
One of the standout features is Location-Based Check-In, which enhances transparency and accountability within sales operations.
Record sales visit locations automatically
Enable managers to monitor team movements in real time
Support multiple check-ins for shared activities
Integrate with Google Maps or Apple Maps for precise geolocation
Comprehensive Customer Management
Sales representatives can manage customers and prospects directly from their mobile devices:
Create or edit customer profiles instantly
Review quotations, sales orders, and contact details
Access customer insights such as purchase history, pricing, and outstanding balances
Call, email, or message customers directly from the app
Sort customers by order value, frequency, or risk level
View Churn Probability to anticipate potential customer losses
Real-Time Inventory Tracking
Stay informed about product availability anytime, anywhere:
View stock levels across multiple warehouses
Verify pricing based on specific price lists
Search for items quickly and accurately
Access detailed product information for better sales support
Sales Document and Opportunity Management
SAP Business One Sales enables end-to-end management of all sales documents — from quotations to sales orders.
Create, edit, or cancel documents directly from the mobile app
Convert quotations into sales orders with one click
Sort documents by customer, total value, or delivery date
Track related activities seamlessly
For Sales Opportunities, the system provides a Pipeline View that visually represents each stage of the sales cycle, helping sales teams monitor progress and focus on closing deals efficiently.
File Attachments and Data Sharing
To enhance collaboration, users can attach files or images to customers, activities, or documents. Files can be uploaded, viewed, or downloaded directly from the mobile app for seamless teamwork.
Advanced Analytics with Crystal Reports
Integrated with Crystal Reports, SAP Business One Sales provides instant access to analytical insights anytime, anywhere.
Open reports directly from SAP Business One
Download or share reports with colleagues instantly
Empower management with real-time, data-driven decision-making
Offline Mode and Data Synchronization
Even without internet access, sales teams can continue working seamlessly:
Download customer and product data for offline access
View and edit data offline
Automatically synchronize updates once reconnected
Key Advantages of SAP Business One Sales
Purpose-built for sales professionals
Modern interface following SAP Fiori design principles
Enhanced with SAP HANA Analytics for deeper insights
Simple to deploy and easy to use
Strong security architecture
Cost-effective licensing model
Conclusion
SAP Business One Sales is more than just a mobile application — it is a strategic sales enablement tool that transforms how sales teams operate in the digital age. By delivering real-time access to business information, streamlined workflows, and comprehensive customer management, this solution enhances sales productivity, supports data-driven decision-making, and strengthens customer relationships. With SAP Business One Sales, organizations can empower their sales teams to perform at their best — driving growth, improving agility, and achieving sustainable success in today’s competitive market.
If you are seeking an ERP system that drives sustainable growth and aligns with your business goals, please contact our team of experts at E-mail: sales@actran.co.th or by phone at +66 (0)2679-1668 for immediate consultation and system demonstration. We are a leading ERP solution provider in Thailand and are pleased to assist you in selecting and implementing an ERP system tailored to your business needs.
ACTRAN Systems Co., Ltd.
📞 +66 (0)2679-1668
