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Service Companies

ERP software for service providers and consultants

Ideal for growing companies in the service industry

Agencies, IT Service Providers and other service companies benefit from the versatility of SAP Business One. The SAP solution specifically for small and medium-sized enterprises supports all processes of service companies and covers all tasks of project-related companies in a single software solution.

SAP Business One provides companies in the service industry with a professional contact and customer management system (CRM), a comprehensive project management system for customer projects, with time of attendance for service employees (optional) and automated invoice generation (ERP), and an integrated help desk service module.

COSIB GmbH uses a methodology specially developed for small and medium-sized enterprises for the safe and rapid introduction of the system. In this way, you and your employees are productive with the new software after only a short time. Save time and money and create added value with SAP Business One in your service company - On Premises or flexible in the Cloud (SaaS)

What are the advantages for Service Providers?

The ERP solution from SAP enables professional service providers to match all the requirements of their business activities, thus providing customers with consistently high-quality and transparent services of the highest quality.

With SAP Business One, service companies gain:

  • The assurance that the right people are available at the right time to provide services.
  • Offers and prices that can be planned down to the last detail, thereby supporting the acquisition of new customers and at the same time ensuring profitability.
  • Increased profitability and increased (inventory) customer satisfaction through projects being carried out as planned.

Marketing and Sales

SAP Business One is your ideal tool for contextual marketing as well as customer, opportunity and offer management.

The integrated CRM module Opportunity Management always provides you with clearly relevant business customer data and stored personal information, previous activities and estimated sales opportunities. Carefully guide prospective customers and customers from quote preparation and contract conclusion to service and support. Offers can be quickly converted into customer orders and all invoices processed automatically. Learn more about sales and sales functions.

The optional Add-on CRM for Outlook complements the basic functions of Outlook and combines CRM module with MS Outlook - the perfect solution for sales, support, purchasing and board members! The optional add-on SAP B1 Mailchimp supports your email marketing as a powerful tool while respecting the privacy policy.

Customer service and support management

The fully integrated service module has a detailed service desk management (Helpdesk) with innovative solution database, which enables your company to provide the fastest possible solutions for recurring tickets. With the ERP solution for service providers and consultants, you offer excellent added value for your customers and partners while increasing the profitability of your company.

Project management and project implementation

All business processes of the company can be recorded in the ERP system SAP Business One and updated at any time up-to-date and clearly arranged. For project management and project implementation practical tools are available for main project planning, departmental planning, budget planning, project time recording (web-enabled) as well as material planning. You can also create new projects in minutes with project templates or by copying existing projects. This saves you time and reduces the error rate.

Financial management and accounting

SAP Business One provides intelligent financial management capabilities that make it easy for you to manage your entire financial operations with a complete accounting and payment solution. General ledger accounting, daily accounting, budget planning as well as account set-up and maintenance can be carried out clearly, easily and quickly. Various DATEV interfaces (German Market Requirement) for financial accounting, payroll, export or import are available to you and simplify the billing system.

Further functions of SAP Business One for service companies

Learn more about the capabilities of the ERP solution for service companies, such as the mobile app or integrated document management system.

Are you looking for more information about references or features? We look forward to your contact request!