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Insights from SAP: Leveraging CRM Functionality in SAP Business One | Webcast Summary

In this webcast, SAP's Idit Saguey reviewed frequently asked questions about the customer relationship management (CRM) functionality in SAP Business One. While CRM was the primary focus, use cases and demonstrations also touched on how CRM ties into project accounting and accounts receivable

Topics included campaigns and advertising promotions, billing hours to a project, cleaning up customer records, as well as managing commissions for your sales employees. 

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Customer Relationship Management (CRM) and Marketing with SAP Business One | Video Tutorial
Danny Pancratz in Videos, Fundamentals, Usability, CRM, Business Partners, Opportunities May 24, 2018

Customer Relationship Management (CRM) and Marketing with SAP Business One | Video Tutorial

As we covered in a recent blog post, CRM functionality is everywhere with SAP Business One. In this double-sized chapter of our 15-Minute Fundamentals video series, we cover the primary areas customers can leverage SAP Business One for customer relationship management (CRM), as well as how the Business Partners module can also be used to manage suppliers. Additionally, we look at campaign management and how SAP Business One can be used with marketing efforts.

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How to Install and Configure Request for Quote (RFQ) with SAP Business One | Recommended SAP Blog

SAP's  published a helpful blog post detailing how to use Request for Promotion (RFQ) with SAP Business One. In the blog, Moty provides an overview of RFQ and outlines how you install, configure, activate, and test this process.

Complete with screenshots and an video tutorial, we recommend that you read the blog to learn more about RFQ capabilities with SAP Business One. 

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Successful CRM with SAP Business One - Customer Spotlight: Gaumard Scientific | Webcast Summary

Discover how the sales team at Gaumard Scientific deployed their first successful CRM with SAP Business One. Learn how their day-to-day business operations changed from performing redundant manual tasks to efficient and measurable action items. See how easily management monitors important sales KPI's with SAP Business One, including pipeline, expiriing customer warranties, scheduled demos, and sales rep expenses. 

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Ask the Expert: SAP Business One CRM & Best Practices | Webcast Summary
Danny Pancratz in CRM, Business Partners, Webcasts May 10, 2018

Ask the Expert: SAP Business One CRM & Best Practices | Webcast Summary

As part of our May curriculum focus on customer relationship management (CRM), we hosted our monthly "Ask the Expert" webcast with Richard Duffy on Thursday, May 10, 2018. These interactive webcasts are designed to be open conversations with the live attendees, as well as answer questions that come up in our community forum.

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CRM Functionality is Everywhere with SAP Business One
Richard Duffy
Richard Duffy in CRM, Business Partners, SAP Business One 9.3 May 02, 2018

CRM Functionality is Everywhere with SAP Business One

I'll be honest. When I first started working with SAP Business One, and people told me that it incorporated customer relationship management (CRM) functionality, I was a bit confused. I could not find a menu item or a module called "CRM," so it did not jump off the screen as easily as I expected. 

By now, I have been working with SAP Business One for many years and I have come to understand the CRM capabilities within. Let's explore the core functionality, particularly in regard to the latest release, which makes "CRM" a bit more intuitive. 

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Critical Success Factors for CRM Deployments - Part 1 | Don't Boil the Ocean & Why You Need a Project Charter
Richard Duffy
Richard Duffy in CRM, Business Partners, Best Practices May 01, 2018

Critical Success Factors for CRM Deployments - Part 1 | Don't Boil the Ocean & Why You Need a Project Charter

When it's done right and deployed well, an effective CRM solution can have a major impact on the success of a business. However, the war stories you hear from customers and consultants alike are not always glowing with victory. 

As we kick off our May focus on CRM, let's explore what factors contribute to a successful deployment and what you need to consider when utilizing an integrated CRM and ERP solution, such as SAP Business One.

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Dunning Process and Managing Debt Collection with SAP Business One | Video Tutorial
Danny Pancratz in Videos, Fundamentals, Usability, Financials, Business Partners April 05, 2018

Dunning Process and Managing Debt Collection with SAP Business One | Video Tutorial

SAP Business One has some standard functionality to help you better manage Business Partners and collect on your debts. In this double-sized "15-Minute Fundamentals" video, learn how to use the Dunning process via the Dunning Wizard and the Dunning History Report.  

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Branching Out with SAP Business One | Webcast Summary

Our second webcast with Richard Duffy for ONE.Source Financials month covers the branch capabilities in SAP Business One. Learn what the branch functionality does, how it works, when you should use it, and – importantly - when you should not.

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Tip of the Week | Multiple Documents in a Single Payment
Danny Pancratz in Usability, Accounts Payable, Business Partners February 19, 2018

Tip of the Week | Multiple Documents in a Single Payment

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how you can set the maximum number of documents or transactions to be paid by a single outgoing payment.

Get the Tip of the Week

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