SAP,Business,One,CRM,implement computer SAP Business One CRM implementation notes
Gone are those times when the companies and the organisations didn't need a hi-tech system to handle them. Owing to the considerable increase in the business sector and thus, an enormous increase in the complexity of the organisational struc ----------------------------------------------------------Permission is granted for the below article to forward,reprint, distribute, use for ezine, newsletter, website,offer as free bonus or part of a product for sale as longas no changes a
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. Lets 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 Order2. 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 negotiation3. 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 percentages4. 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
SAP,Business,One,CRM,implement