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Customer Relationship Management (CRM)

Ensure the needs of your leads, vendors and customers are met & get issues resolved quickly

 

Manage your relationships at the highest-level by linking all related data, transactions, documents, activities, and reports

Delight your customers by knowing where you stand with a centralized source-of-truth for your relationships. Your team will be equipped to deliver a world-class experience to your customers by providing responsive and accurate information.

 

Schedule a Personalized Demo

Have More Valuable Conversations

store detailed customer information for whomever might need it

Enable Your Team with Accurate Information

display information about all activities recorded in the platform

Manage Promotional Campaigns

plan, execute and track omni-channel marketing campaigns

Track Sales Pursuits

schedule meetings, assign tasks, create sales quotes and generate orders

Cultivate Better Relationships

manage negotiations, activities, documents, and correspondence

Recognize Pipeline Revenue 

run reports and gain insights into your in-progress, won and lost opportunities 

Analyze the opportunities in your pipeline by stage in SAP Business One Cloud ERP on the Stellar One Cloud Platform
 

Have a smarter sales process

Monitor information on potential sales volumes, update the progress of negotiations and analyze stages of the sales process.

Enable your Sales Managers with pipeline reports in SAP Business One Cloud ERP on the Stellar One Cloud Platform
 

Know your numbers

Better reporting data enables your team leaders to make more resourceful and effective decisions, ultimately rewarding your company with customer loyalty and profitability.
 
Get a Demo

 

Enable your Sales Managers with pipeline reports in SAP Business One Cloud ERP on the Stellar One Cloud Platform
Analyze every data point with Customer 360 in SAP Business One Cloud ERP on the Stellar One Cloud Platform
 

Customer 360

Customer 360 helps your users analyze the data for each of your customers. The portal departs into four areas: General, Sales, Logistics and Receivables.

In our case, SAP Business One worked great for handling our unique business needs. We were able to construct, deconstruct, and reassemble our products to meet consumer demand. SAP Business One is great for companies that are looking for a centralized place to store their data, and provide reliable, audit-able, transaction data.
Jose Arreola, Manager
United Scope, LLC

Demo the CRM functionality & more

If you're interested in seeing how the CRM functionality, and other features, can help you solve your business challenges, let us configure a personalized demo for your company.

Schedule a Personalized Demo