Customer Relationship Management with SAP Business One: Product Demo

See how SAP Business One enables you to manage customer contacts, track sales opportunities and gain visibility into the sales pipeline, and provide post-sale support to build stronger, lasting customer relationships.

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    • SAP Business One: customer relationship management. In this demo, you’ll see how the SAP Business One application enables you to: manage customer contacts, track sales opportunities and gain visibility into the sales pipeline, and provide post-sale support to build stronger, lasting customer relationships. Sophie Klogg is a sales manager with OEC Computers and she uses SAP Business One to manage all of her interaction with customers. In this example, Sophie logs into SAP Business One to prepare for her day. From a centralized location, she can easily access all of her correspondence, activities, and calendar. Sophie sees an alert that reminds her to follow up on a sales opportunity with her customer, Earthshaker Corporation. Before she looks at the sales opportunity, she opens the customer master record, where she maintains all of the customer-related data. First, she checks the customer’s outstanding account balance, and the remaining available credit balance, and quickly determines there are no issues. Before contacting the customer, Sophie reviews notes from previous conversations. She sees that they discussed a special, one-time discount for the Fall 2010 Product Catalog. Since she has the information she needs, Sophie can contact the customer with confidence. After her call with the customer, Sophie can drill into the sales opportunity without leaving the customer master record. With one click, she can access all the information associated with the sales opportunity about the fall catalog, such as predicted close date, level of interest, and expected profit. She can also create a new quote based on her call with Earthshaker. Sophie selects relevant data from the master record and SAP Business One transfers the data into the quotation. From the same screen, Sophie confirms that the product is in stock. When she completes the quote, the software will automatically link it to the opportunity so Sophie can track progress in her sales pipeline. Sophie can also e-mail the quote from SAP Business One to the customer, which she’ll do later. Next, Bob Jones, the owner of the company, logs into SAP Business One. Bob can view the entire sales pipeline for all sales reps, or focus on one in particular. He can also filter his view to see the pipeline by stage. This visibility helps him focus on opportunities that are likely to close sooner than others. Bob checks on the Earthshaker account. He sees that the opportunity Sophie entered a week ago has changed from the quotation stage to negotiation. He can drill down to see detailed progress notes and the probability of close. With SAP Business One, Bob has access to many different reports to help him manage sales opportunities and perform forecasting and analysis. With a click, he can also access his sales dashboard, which shows overviews of year-to-date performance, revenue, and top customers and deals. With total visibility of the sales pipeline, Bob can quickly see the status of the company’s sales efforts. Later, when Sophie receives a call from a customer who is having a problem with a printer, she uses SAP Business One to help her provide post-sale customer service. While the customer is still on the phone, she first checks the knowledge database for possible solutions. Because no solution is recorded, she decides to create a service call and transfer the request to the service department. As soon as she creates the ticket, the service department is automatically notified of the new servic
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