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CRM – Customer Relationship Management in SAP Business One

CRM - Customer Relationship Management in SAP Business One

What is CRM? CRM is short for Customer Relationship Management and means different things to different businesses. Maybe it’s how you manage your existing client relationships. Maybe it’s how your sales team keeps track of all their leads in the pipeline. Or maybe it’s how your marketing team keeps track of their marketing campaigns or processes. However you use CRM in your business, you do use it, and we want to help you utilize it the best way possible.

In this training session Pioneers Elizabeth and Oren will be providing you, SAP Business One users, with the tools to leverage SAP CRM functionality to better serve your customers and track your leads.

To do this, Elizabeth covers the following points:

  • Leads & Customers Master Data
  • Activities Creation and Management
  • Campaign Management – a sometimes under-utilized functionality
  • Opportunities Management
  • Sales Quotation > Sales Order Process
  • Reporting relevant to each of these areas
  • Documentation
  • Q&A

Everything presented in this training session is out-of-the-box, so no extra add-ons are necessary to utilize these features!

Watch the Training session below or On Demand on our Pioneer B1 Youtube Channel.

CRM – Customer Relationship Management in SAP Business One Resources

Looking for more information? Below are a few links carefully selected by our experts that should give you everything you need to know about CRM – Customer Relationship Management in SAP Business One. Feel free to browse our resources or check out our knowledgebase. If you have any questions about SAP Business One or want to know how you can run your business better with SAP B1, reach out to us by phone 855-202-5087 or email info@pioneerb1.com.

CRM in SAP Business One PDF

SAP Business One LinkedIn Tips and Tricks Group

CRM in SAP Business One Webinar on Youtube

Pinterest
LinkedIn

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