SAP Business One offers you control tools for the entire sales process and every customer contact - quickly and easily.
SAP Business One increases the efficiency of your sales organization
- Control all processes centrally - with just a few clicks, from anywhere
- Keep an eye on customers, opportunities, activities, offers, orders and sales at all times
- Easily convert leads into orders and then process them seamlessly in SAP B1
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Sales & Distribution with SAP Business One Strong basis for your sales success
EFFICIENT & FAST Optimize distribution and sales
A well-functioning sales department is a decisive factor for the success of almost every company. Fast and smoothly interlocking processes subsequently ensure maximum sales, higher earnings and a competitive edge.
It doesn't matter whether you pursue your goals at a desktop workstation or remotely, on the road. Mobile access, via app or webapp, gives you access to all relevant information and processes at any time.
With SAP Business One Sales and Distribution, you manage all of your company's sales activities and always have an overview of customers, opportunities, activities, quotes, orders, and revenues. You can quickly and easily create quotations, convert them into sales orders, plan deliveries, update your inventory with SAP Warehouse Management and reliably handle all invoices and credit control.
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Everything at a glance
Lead- und Opportunity Management
Track all opportunities and lead activities throughout the sales cycle: from first contact to contract closure. Use the capabilities and options in SAP Business One to optimize your sales activities while saving time and resources.
- CRM-Opportunity Management
The integrated SAP CRM software called Opportunity Management gives you complete control over your business opportunities. You can identify and qualify prospects in a targeted manner and manage them comprehensively beyond quoting and deal closure to service and support. Manage important details such as origin, potential, close date, competitors, or previous activities related to the opportunity. - Marketing Campaign management
Develop, manage, and analyze marketing campaigns in a targeted manner to attract prospects as customers and increase revenue and profitability. -
Reports and analytics
Use templates and create detailed reports on all stages of the sales process - from forecasting to pipeline monitoring. You can access the reports and results at any time from your desktop but also mobile, on the go, with your laptop or smartphone. - Optionales Add-on: CRM für Outlook
The optional Add-on CRM for Outlook complements the basic functions of Outlook and connects the SAP Business One CRM module with MS Outlook - the perfect solution for sales, support, purchasing and boardroom employees! Thus, fully synchronize SAP Business One and Outlook activities, create sales opportunities and track their progress or create email lists for your marketing campaigns with B1Mailchimp.
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Customer quotes
Calculate gross profit for each quote, check sales history and then seamlessly export the document to Microsoft Word. -
Order
Simplify order entry by checking availability across multiple warehouse locations. Have sales orders automatically convert to purchase orders and ship them directly to the customer as drop shipments.
Visualize and Improve Workflows with Kanban Boards
In SAP Business One, you can also use Kanban boards to optimize your opportunity management. With Kanban boards or the Kanban method, workflows can be visualized and significantly improved. At the same time, productivity and quality of your work results increase.
The Kanban boards are part of the Boyum Usability Package Add-on and out of the box an opportunity Kanban board is already included and can be used immediately. Here you can clearly find all open opportunities - each broken down by opportunity stage.
Using drag and drop, you can now move individual opportunities back and forth. The potential value of the lead, which depends on the stage, is recalculated immediately. This gives you a quick overview of the current status at any time.
Also in mobile use SAP Business One Mobile Sales App
Whether you are on the road or working remotely in your home office, the SAP Business One Mobile Sales App, for iPhone and Android devices, offers the widest possible range of features to fully manage your sales activities regardless of location or desktop:
INTELLIGENTLY OPTIMIZED
Best automated sales and customer processes
Handle all customer-relevant business transactions in a structured and automated manner and manage warranty and service contracts efficiently. You save time and resources and have access to all information and business transactions at all times, even when in contact with customers.
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Document creation wizard
You can automate document creation from sales activities and order processing from one or more documents. Your target documents can be created automatically on the basis of orders, deliveries, returns or outgoing invoices. Collective invoices are also possible. -
Outgoing invoice
Each invoice automatically generates a journal entry. This allows you to create A/P documents even for partial payments. -
Gross profit calculation
The gross profit for quotations created by you, is calculated quickly and easily with a mouse click. For the calculation, the sales price that was last offered to your customer is retrieved in each case. -
Delivery
Create packaging information for all goods delivered to the customer. From the delivery bill, you can save the tracking number of the delivery with a mouse click and access the delivery status. Stock quantities are automatically updated by the system when a delivery is processed. -
Credit note
When creating a credit note, you can simply import the required data from the original invoice. -
Dunning assistant
By regularly running the dunning wizard, you automatically create and send payment reminders. This way you always keep an eye on outstanding customer invoices.
Not only for sales and distribution: With SAP Accounting you keep track of all accounting processes. And with SAP Business One Asset Accounting, you keep track of your fixed assets. As an SAP Business One partner, we will be happy to advise you on the various solutions.