|
 |
| |
|
Records every sales opportunity, from the first phone call to the successful close of a transaction. This key component of SAP®Business One's integrated CRM solution allows users to enter various details concerning the opportunity, including the source, potential, closing date, competitors, and activities. As soon as the first relevant quotation is created, they can link it with the opportunity to simplify later tracking and analysis. Another critical piece of the CRM functionality is the powerful reports that allow users to analyze opportunities by lead source, territory, industry, customer, and item. Furthermore, they can manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter. Users can also see the distribution of leads by source over time to identify the most profitable lead generation activities.
Capabilities and processes include:
Reports
Allow you to analyze opportunities by lead source, territory, industry, customer, and item
Forecasts
Enables you to manage forecasts and view anticipated revenue by a variety of date ranges, such as month and quarter
Lead distribution
Lets you view the distribution of leads by source over time to identify the most profitable lead generation activities
Activities calendar
Offers a highly configurable scheduling tool that shows activity types, covers workdays, hours, and holidays, allows multiple users to access the same calendar, and provides a team dashboard calendar
Service module
Addresses queues and territory management, allowing you to define team queues, view service calls by queue, and manage territory hierarchies; covers service call activities, enabling you to return serialized items for re-shipment, create credit memos from service calls, and monitor response and resolution times
Usability
Streamlines employee productivity through easy-to-use tools and features such as a win/loss opportunity table, open/closed opportunities, forecast reporting, and new fields such as territory, project, sales channel, source, owner, and number of open activities
Wants to learn more ? Contact AMS sales office.
|
|
|
|
|
|
