Tag Archives: SAP Business One CRM

SAP Business One CRM – enabling business growth

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SAP Business One includes integrated CRM. Will SAP Business One CRM enable growth in my business?

I have been using SAP Business One CRM for eight years to run a sales and marketing team and I can emphatically answer – YES – we have experienced double-digit year on year growth and we have a sales team that loves using SAP Business One CRM. CRM has been a real enabler for our team.

So what functionality is included and how do I introduce SAP Business One CRM into our company. Let’s start by looking at the SAP Business One CRM functionality.

Activities – you can record meetings, phone calls, notes and reminders into SAP Business One. Manage activities with customers, suppliers and leads. Get reports on activities for your sales team, customer, suppliers and leads.

MS Outlook integration – a standard feature of SAP Business One. Integrate business partner contact information and calendar entries with MS Outlook.

Sales Opportunities – manage strategic sales cycles using SAP Business One sales opportunities. Move away from keeping your sales forecast on a spreadsheet – use the dynamic analysis of SAP Business One sales opportunities. Report on sales cycles by customer or lead, sales rep, region, potential chance of closing and potential close date. Can you imagine the power of running a report today showing all sales that are likely to close in the next 30 days – reported by sales rep and region?

Marketing Campaigns – a new edition to SAP Business One CRM marketing campaigns allows your marketing team to plan and execute marketing campaigns. Newsletters, telemarketing campaigns and more….using your customer list, lead list or an imported list/database that you have purchased.

Sales Reporting – the real power of SAP Business One CRM. Get reports by sales rep, region, sales opportunity and a whole lot more. Image the reports you can run……show me all activities for a particular salesperson for a range of customers by date range or show me all phone calls made by a particular salesperson to our most important customer in the last 30 days…the options are endless.

Mobility – very topical at the moment. Everyone wants to mobilise the workforce and I can understand why – it pays to go mobile. The good news is that SAP Business One has mobility covered. Use the iPhone or iPad app to make sure that your sales team stays connected. Get the information that your sales team needs while they are travelling or in front of customers. Take sales orders or create service tickets from the mobile app.

How do I introduce SAP Business One CRM into my business? The best approach is to keep the initial implementation as simple as possible. Get the sales team and sales manager involved in the system design/blueprint stage. Keep the amount of data capture required by the sales team to a minimum and show the sales team some immediate benefits – better sales reporting, mobility and ease of use. Start with the basics and grow your CRM implementation from the ground up.

SAP Business One CRM – Marketing Campaign Management

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With the recent release of SAP Business One 8.82 SAP incorporated Marketing Campaign Management into CRM (Customer Relationship Management).  The campaign management solution allows your marketing team to create a marketing campaign based on your marketing parameters (customer campaign, prospect campaign etc.). Campaigns can be created as one off marketing campaigns with a SAP Business One marketing campaign type of e-mail, mail, fax, phone call, meeting, sms, web or other. Alternatively the SAP Business One Marketing Campaign Wizard can be used to guide the user through the steps to create a promotional campaign.

The SAP Business One Campaign Management module allows users to plan, execute and track marketing campaigns in SAP Business One. :

  • Plan your campaign – select and maintain target groups
  • Execute the campaign – using the campaign wizard
  • Track the campaign – maintain and analyse campaign results

The steps to creating a marketing campaign are :

  1. Either create a new campaign or create a campaign based on an existing campaign. You can create a campaign list from your existing customer listing, leads or a list that you purchase and import into campaign management.
  2. Decide on the campaign type (e-mail, phone call etc.).
  4. Decide on a target group (for example – all SAP Business One prospects). These target groups are defined by your marketing and / or sales team.
  5. Allocate an “owner” to the campaign.
  6. Put forward a campaign start and end date.
  7. Decide which items (products that you sell) and which partner companies you want to include in the campaign.
  8. Choose a campaign template.
  9. Decide who the target list for the campaign should include (customers, prospects or a list which you have imported into SAP Business One).
  10. Execute the campaign
  11. Create summary reports and review campaign KPI’s

In summary – some great new functions and features are available in SAP Business One 8.82. Plan, execute and manage your campaigns in SAP Business One.

SAP Business One 8.81 – Recurring Activities (CRM)

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This is the second in the Leverage Technologies series of Blogs which covers new functionality in SAP Business One 8.81.In SAP Business One we can create activities against suppliers and customers. These activities can be notes, telephone calls, meetings and tasks.  Let’s take a quick look at the enhancements which have been made to the activities. With SAP Business One 8.81 we can now create recurring activities. As an example we might want to create a series of weekly meetings with a customer. In SAP Business One 8.81 we simply choose the type of activity (meeting),  and the subject.

The new functionality available in SAP Business One 8.81 allows us to set the meeting up as a recurring activity. We can choose the start and end date, the number of recurrences and the day of the week for each meeting and the end date/s.

If you want to review the Leverage Technologies YouTube video which shows this functionality in more detail please check out the YouTube video below. Thanks for reading.