SAP Business One CRM implementation notes - Alba Spectrum

Released on: March 24, 2008, 3:02 pm

Press Release Author: Alba Spectrum Group

Industry: Computers

Press Release Summary: SAP B1 ERP has integrated CRM functionality and you can
purchase named user licenses for CRM only at half of the normal all-in-one user
license price. Client Relation Management business logic typically fits to your
sales people and considering typical business office, you may have as many as half
of all office employee working in Sales department, CRM licenses might help your
budget in Software purchasing and implementing.

Press Release Body: SAP B1 ERP has integrated CRM functionality and you can purchase
named user licenses for CRM only at half of the normal all-in-one user license
price. Client Relation Management business logic typically fits to your sales
people and considering typical business office, you may have as many as half of all
office employee working in Sales department, CRM licenses might help your budget in
Software purchasing and implementing. Let's review the functionality:

1. Opportunity. This is the key CRM object. Opportunity might be assigned to
either Customer or Lead Business Partner. Toward opportunity you can do activities,
such as phone calls, meetings, task, note or other. You also can associate
opportunity with Partner channel - if you sell SAP products you can associate with
SAP BO product line (SAP Business One you can make a partner for opportunities).
Also you can associate opportunity with competitor, for example Microsoft Dynamics.
Plus for the opportunity you can select existing or create new quotation or sales
order, in this case you may decide to update opportunity budget from Quote or Order

2. Opportunity phases and stages. By default new opportunity is created in open
phase. Then as you go with your sales cycle you can move it to won or lost phase.
In CRM setup you define opportunity stages with estimated closing percentages at
each stage. As well you enumerate stages. You can also move back to previous
stages. Good example is negotiation and following quotation stage. You can move
back from quotation to further additional negotiation

3. Related Documents. These are quotes and sales orders. If you have multiple
re-negotiation steps you may associate multiple sales documents to the same
opportunity and every time you can update budgets and plus closing estimated
percentages

4. Opportunity reporting. Here, as you normally expecting from SAP BO, reporting is
really sophisticated and at the same time pretty intuitive. Besides standard
reporting we encourage you to practice or establish good habit to practice in SAP B1
unique drag-and-relate technology, which is very cool feature, resembling data
mining and warehousing


Web Site: http://www.albaspectrum.com

Contact Details: Alba Spectrum Group, http://www.albaspectrum.com
help@albaspectrum.com 1-866-528-0577, we serve you USA nationwide, first by
providing web presentation and if required sending our Sales Engineer onsite at no
cost to you. We have local reps in Chicago, South Carolina, Atlanta. However we
send our consultants to you again at no travel and lodging cost for implementation
onsite. Please visit our media portal http://www.pegasplanet.com

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