7 things you didn't know about SAP Business One's sales features

14 February 2024

7 things you didn't know about SAP Business One's sales features

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 all the critical processes of your business. 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 whilst 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 the conversion of leads to sales easy. The system simplifies the management of opportunities, making appointments, setting up meetings and sending emails. You can also manage and access real-time prospect or customer data within a centralised system.

3. CRM is integrated with sales

You have got several leads and opportunities in your system. But what happens once they become customers? SAP Business One integrates your CRM with your sales processes, meaning the gap that is found in so 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 employees in the field would need to manually communicate the day's activities back to head office. 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 important 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 SEIDOR, 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.


SAP Business One

SAP Business One

SAP Business One is a business management software solution for small to medium-sized enterprises. It provides a suite of functions that simplify and streamline business operations.


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