CRM

There is an entire module dedicated for CRM (Customer Relationship Management) in SAP Business One. As the name suggests, the entire module is dedicated to help the organization with its customer acquisition and customer retention. Let us dive deeper in this subject matter.

 

·       Customer Acquisition: - The forms that help with customer acquisition are campaigns and opportunity.

o   The Sales Opportunities window lets you track and analyse pending opportunities according to the progress of activities such as meetings, negotiations, and other proceedings in the sales pipeline. Using the various tabs of the Sales Opportunity window you can process a sales opportunity from creation and field configuration, through updating and reporting, to closure.

o   SAP Business One lets you create, maintain, and analyse your marketing event information using the campaign management feature. Managing a promotional campaign typically involves the steps outlined below:

§  Creating and Maintaining a Target Group

§  Creating a Campaign Using the Campaign Generation Wizard

§  Managing the Campaign Data

§  Viewing and Maintaining the Data

§  Generating Sales Opportunities from a Campaign

§  Filtering Campaign Response E-Mails

§  Viewing the Campaign List Report

 

·       Customer Retention: - The filed involved with customer retention are Activity and Sales Quotation.

o    Use this window to add or update one-time, or recurring activities that you have pertaining to your business partners, such as meetings, phones calls, notes and tasks, as well as to your private activities. All activities are displayed in the calendar.

o   You create the sales quotation document as an offer or proposal that you send either to a customer, or to a lead. It can be first link in the sales process chain.