• Cards management -- Records all information about clients and vendors, including addresses, contact records, account balances, and more



• Contacts -- Records telephone calls, meetings, or any interactions between you and your client or vendor



• Opening balances -- Manages opening balances of customers and vendors



• Contacts summary -- Displays your open customer contact records



• Sales opportunity -- Records any sales opportunity, from first call to successful closure



• Opportunity analysis -- Reports on opportunities in three main dimensions: by customer, per item, and per agent



• Sales pipe graph -- Displays a dynamic sales funnel that shows all sales stages from lead to order, enabling you to view a detailed report at each stage

• Service call -- Enables users to manage, track, and resolve customer questions and deal with item-related problems



• Customer equipment card -- Provides service technicians with detailed information about an item sold to a customer, such as a manufacturer's serial number, replacement serial number, and all service call history



• Service contract -- Allows users to create a regular support or warranty contract for items or services sold to a customer



• Rate tables -- Allows you to enter your foreign currency rates and indexes or auto download rates from the Web, which can then be used in reports and data entry



• Knowledge base -- Helps service reps resolve problems and optimizes their performance



• Service reports -- Enable users to view and analyze data related to service contracts, customer equipment, and service calls

Want to learn more about SAP Business One?
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