Smarter Customer Management with CRM in SAP Business One

What is CRM?

CRM (Customer Relationship Management) is a system designed to manage customer relationships, enabling businesses to automate and integrate customer data across various activities such as sales, marketing, customer service, and e-commerce. CRM also allows businesses to analyze customer information to develop products and services that meet customer needs, increase sales, and strategically expand their customer base.

CRM in SAP Business One

The SAP Business One ERP system includes a fully integrated and user-friendly CRM module, specifically designed for manufacturing and distribution businesses. This module streamlines the entire sales process, from acquiring new customers and managing orders and customer data to providing after-sales service, thereby enhancing both profitability and customer satisfaction.

Key Features and Benefits of CRM in SAP Business One

• Sales Opportunity Management

Supports the creation, execution, and analysis of marketing campaigns with personalized dashboards, interactive forecasting, and analytical reports. Create sales documents from templates, generate quotes, and convert them into purchase orders instantly. Create and track marketing campaigns in real time. Create and record scheduled service activities for notifications.

• Web-Based Customer Management

  
  

  Provides a user-friendly interface for both sales and customers. Customers can inquire about or check order status anytime, anywhere. Sales teams can access customer information in real time and forecast trends based on historical customer data.

• Microsoft Outlook integration

Fully integrate contact, calendar, and email data, simplifying daily tasks. Quotations can also be viewed or edited directly through Outlook.

• Customer Service Management

  
  

  This enables service teams to manage contracts and warranties, handle service calls, and track all service activities with alerts and reports. Sales data can also be managed using the SAP Business One mobile application on mobile devices, enabling sales teams to efficiently manage after-sales service and quickly answer customer support questions.

• Business Partner Management

  
  

  This enables partners and resellers to manage sales opportunities and access business intelligence such as customer profiles, balances, and sales pipelines.

Customer Data Management

SAP Business One provides easy customer data and business process management capabilities. The web-based CRM system provides anytime, anywhere access to customer data. It stores order history, appointments, and creates multiple contact lists for email, phone, and mail campaigns.

In addition, the CRM in SAP Business One provides a 360-degree view of customers, enabling businesses to offer tailored products and services at the right time, resulting in increased sales closure and customer satisfaction. Access complete transaction history, such as payment terms, discounts, credit limits, and bank and credit card information, through an easy-to-use dashboard that summarizes key information such as balances, shipments, orders, and sales opportunities.

Key Benefits of CRM in SAP Business One

• Manage all sales-related customer data with synchronization with Microsoft Outlook

• Quickly create detailed reports with pre-built report templates

• Efficiently manage warranty and service contracts and respond to service calls quickly

• Accelerate response times with access to all customer data in one place

• Track sales opportunities from the first contact to closing

Why Choose SAP Business One CRM?

Businesses still using spreadsheets or disconnected tools risk missing opportunities and losing sales. SAP Business One CRM is designed to help growing organizations sell smarter, provide better customer service, and collaborate seamlessly.

Key Differentiators:

• Centralized Customer Data: No need to switch platforms or search for information. All data is stored in one place, including:

  • Customer contacts

  • Order histories

  • Communication logs

  • Sales opportunities

  • Service tickets

• Sales Pipeline Management:

  • Record leads and opportunities

  • Convert leads into quotes and orders instantly

  • Assign tasks, track activities, and monitor progress

  • Analyze pipeline and forecast revenue in real-time

• Customer Support Tools:

  • Manage service calls

  • Track equipment and warranties

  • Prioritize tickets and monitor response times

• Marketing Campaign Management:

  • Segment customers by region, industry, or purchase history

  • Create email or phone campaigns

  • Track performance and analyze results

• Mobile Access:

  
  

  Sales and service teams can access customer data, order history, update notes, or track opportunities anytime via mobile app or web access

• Real-Time Reporting and Analytics:

  
  

  Dashboards and reports allow tracking of pipeline health, conversion rates, response performance, and customer trends

Why CRM Matters

Most CRMs operate as standalone tools, but SAP Business One CRM is different. It integrates with inventory, finance, purchasing, and operations, providing a single source of truth across the business.

Benefits for the Organization:

• Shorter sales cycles

• More accurate forecasting

• Higher quality customer service

• Reduced errors and data loss

If you are seeking an CRM and 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 and CRM solution provider in Thailand and are pleased to assist you in selecting and implementing an ERP and CRM system tailored to your business needs.

ACTRAN Systems Co., Ltd.

📞 Phone: +66 (0)2679-1668

✉️ Email: sales@actran.co.th

🌐 Website: www.actran.co.th