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7 Things You Didn't Know About SAP Business One's Sales Features

Updated: Sep 14, 2023

With inventories, accounts, and supply chains to consider, it's easy to underappreciate the value of CRM and sales features in an ERP system. Nevertheless, the sales features included in SAP Business One simplify key processes to track and streamline production planning, inventory and logistics, billing, CRM, and seeking new opportunities.

Here are 7 things you didn't know about the sales features in SAP Business One:

  1. The mobile app is simple and user-friendly: SAP Business One's sales features allow you to track and record your business's critical processes. It is a really powerful system, yet still easy to use. For instance, the popular mobile sales app has a simple user interface, allowing your sales team to quickly view and add data while out in the field. As a result, it is easy for employees to access critical information and record their sales activities while away from the office.

  2. Sales processes are easier to manage: SAP Business One makes converting leads to sales easy. The system simplifies the management of opportunities, making appointments, setting up meetings, and sending emails. You can manage and access real-time prospect or customer data within a centralized system.

  3. CRM is integrated with sales: Your system has several leads and opportunities, but what happens once they become customers? SAP Business One integrates your CRM with your sales processes, meaning the gap in many other ERPs is closed. It's a full-circle solution for any managing director, sales director, or business development executive.

  4. Everything is centrally linked: Gone are the days when field employees would need to communicate the day's activities to head office manually. Using the SAP Business One mobile app, employees in the field can access information on activities, opportunities, quotations, orders, customers, and items on the move. They can track their activity and enable easy next steps. Accounts can quickly and easily raise invoices following activity in the field.

  5. Real-time sales dashboard gives directors complete visibility: SAP Business One provides a dashboard of all the essential data on your business' sales. View real-time data and opportunities and their movement through the sales funnel. Monitor your employees' progress with opportunities. Find out how opportunities have been lost and how to move them through the sales funnel. This easily accessible dashboard puts directors in control to make viable and accurate business decisions, alongside adding routine functions to avoid repetitive tasks.

  6. Directors have a 360° view: Real-time reports and analytical tools allow the sales team to make orders, raise invoices, and forecast sales—view sales transaction reports for details and items and relevant documentation. Keep an eye on inventory reports for item levels and availability. View' budget vs. actual' reports and draw reports based on trends. Create daily, weekly or monthly forecasts of customers and items.

  7. Employees in the field have access to business data: Your sales team can access the information they need on mobile devices. They can view essential information on KPIs and customers. The check-in function means a system can record and store employees' locations. With easy access to activities opportunities, quotations, orders, and customers, directors can rest assured that their employees in the field have all the necessary data on their company.

At ICC, we have a wealth of experience using SAP Business One, so we can help you reap all of its benefits. Contact us today to find out what SAP Business One can do for your business.


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