AdvanceOne Software Customer Relationship Management CRM

Customer Relationship Management (CRM)

This module allows you to track and manage all the information about your existing and potential customers, your partners and your suppliers

Sales Opportunity Management

Records every sales opportunity, from the first phone call to the successful close of a transaction
Sales opportunity management records every sales opportunity, from the first phone call to the successful close of a transaction. Users can enter various details concerning the opportunity, including the source, potential, closing date, competitors, and activities. As soon as the first relevant quotation is created, users can link it with the opportunity to simplify later tracking and analysis.

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

Want to learn more about SAP Business One?
Contact AdvanceOne at +27 11 367 9050