Configuration of settings
The application offers many configuration options by the user.
In the current market realities, it is important that the ERP system not only works on the basis of the local infrastructure of the company, but is also prepared for tasks that are usually performed based on the use of the capabilities of mobile devices. We are talking about tablets and smartphones, which have become the tools of the daily work of a manager, service technician or trader.
Cover the entire sales funnel and handle all sales-related documents, including sales opportunities, quotes, and orders
Manage your customers and leads with analytical information and intelligent forecasts
Organization of daily activities and registration of all meetings
Monitoring of sales results using predefined key performance indicators (KPIs)
Verify inventory levels and obtain detailed product information
Mobile applications are now the basic working tool also for salespeople who can use the system thanks to them, regardless of whether they are in the office, on the way to the client or at the client’s. In the case of the SAP Business One system, the SAP Business One Sales mobile application is responsible for meeting the expectations of salespeople in terms of mobile access to the system.
Sales representatives can manage their sales activities and stay up to date with information about their activities.
By connecting to SAP Business One, the application provides sellers with access to the most relevant information and business processes for efficient and effective customer and sales management. The application works with SAP Business One version 9.2 or higher and is available for devices with Android and iOS.
The application offers many configuration options by the user.
View, edit, close, or create activities in a calendar format. Create deals, quotes or orders based on activities, link related documents …
… or upload attachments to activities.
Provides the location of the activity at each stage of the sales process. Registration data can be used for effective monitoring of activities …
… by sales managers using a dedicated report on activities within the SAP Business One client. Embedded in iOS / Google geographic services.
Create new customers or leads, view business partner details including related activities, sales documents …
… (sales quotes, sales orders, sales opportunities), special prices and account information. Modify contact details, record new activities, initiate a phone call, e-mail or SMS directly or locate a contact on a map and plan a route.
Filter by business partner type (customer or lead) and sort by name, code, or smart sort, such as order value and frequency, account balance, chances of churn, and more. Based on the frequency of orders and their value, the customer is assigned a number of stars from 1 to 5. The Leaving field displays the risk of losing the customer and the probability of churn. The average order value is displayed next to the proposed reorder date. Potential customers are displayed by industry, active days.
View information about items in stock, including unit price or quantity in stock, and item quantity by warehouse location. Search for indexes …
… in inventory and assigned price lists.
Search, create, update and cancel sales quotations as well as orders and activities related to these documents. Sort documents by document number, …
… business partner name, document value, or delivery date. Copy sales quotes to sales orders. View, add, edit and close activities related to sales quotations and sales orders. Manage ownership of data in documents.
Create, browse and search for sales opportunities. View, edit, and create phases for sales opportunities, and view all sales opportunities in a sales funnel.
View, download, and upload attachments from and to business partners, items, activities, opportunities, sales documents, and service requests.
Image files are displayed directly. For other types of files, a system message appears asking which program to use to open the file. Send image files as attachments by simply going to the required image file or taking a photo using a mobile device.
Crystal Reports
Easily view Crystal Reports for SAP Business One to make informed decisions as you work. Easily download …
… and / or share your Crystal Reports with others.
Details of business partners and positions can be downloaded in batches and viewed offline. Large amounts of index and business partner data …
… can be easily synchronized with the local mobile device. After syncing your data, you can select the data you want to cache and view it offline.
Functions:
Functions:
Increases sales productivity through comprehensive CRM management tailored to sales roles
It increases efficiency, increases the mobility of employees thanks to a wide set of mobile functions
It enables insight into customer data, transactions and sales action plans
User friendly and easy to use
It gives access to real-time data, allows sales representatives to be up-to-date and manage their activities
It saves time in business processes, allows you to react and run processes directly from the application level
It ensures faster transactions and more efficient customer service, thanks to ensuring the availability of data at any place and time
It updates all changes automatically by applying them directly to SAP Business One
We process orders of several thousand customers every month. This huge amount of information requires reliable IT support. SAP Business One copes well with this task.
Tomasz Sznajder, President of the Management Board of Primagran
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We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.
Izabella Nalewajek, Head of Group Accounting, G2A.COM
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We were looking for an ERP-class financial and accounting program that would meet the requirements of an international capital group consisting of many companies in various parts of the world. This system was to ensure efficient handling of multiple currencies and language versions, and to enable the preparation of consolidated reports.
Izabella Nalewajek, Head of Group Accounting, G2A.COM
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We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.
Cezary Waszkiewicz, Financial Manager, Adgar Poland
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We wanted to improve the operation of the accounting system, as well as implement electronic document circulation, including approving contracts in the system or generating reports. That is why we decided on SAP Business One.
Cezary Waszkiewicz, Financial Manager, Adgar Poland
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The price of purchasing and implementing the system is determined by many factors specific to the industry in which the organization operates as well as individual expectations and needs of the client. The price is also influenced by the software delivery model (local or in the cloud) and the method of settlement (subscription or one-time fee). To estimate the amount of investment in a solution tailored to your needs, the following process most often works:
Using the contact form or via chat, contact us and write what system you are interested in or what problem you want to solve.
In the second step, our account manager will contact you to arrange the details. Thanks to this, we will get to know your needs better and choose the right solution.
We present a solution configured for the needs of your company and its processes. During the presentation, we also most often specify the necessary functionalities.
Having full knowledge, we prepare a price offer for the purchase and implementation of the system and discuss it in detail.
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