Client Relation Management with SAP B1 Implementation

In Data Processing, SAP is an acronym for Systems Applications Products. SAP B1 ERP has integrated CRM (Client Relation Management) functionality for which you can purchase named user licenses at half of the normal user license rate. Client Relation Management business methodology stereotypically fits the your sales employees as any typical business office is engaged in working in Sales department, CRM licenses which may help budget in Software Purchasing and implementing. We may now review the functionality:

The key to CRM  object is opportunity. The opportunity might be assigned to either Customer Business Partner or Lead Business Partner which includes activities such as phone calls, meetings, task, note or others. The opportunity can be associated with Partner Channel, or if you sell SAP products then you can associate them with SAP BO product line (SAP Business One can make a partner for opportunities). You may also associate the opportunity with a competitor, for instance, Microsoft Dynamics. For this opportunity you can choose existing or create a new quotation or sales now, and in such cases you can update opportunity budget from order or quote.

There are many Opportunity phases and stages. The open phase by default creates a new opportunity. Then as you go with your sales cycle you can move it won or lost phase. In CRM setup you define opportunity stages with estimated closing percentage at each stage. You enumerate stages or move back to the previous ones. Following the quotation stage and negotiation is a good example. It is also possible to move back from quotation to further additional negotiation.

Related Documents are quotes and sales orders. If you have multiple re-negotiation steps you may associate multiple sales documents to the same opportunity and every time you can update budgets and plus closing estimated percentages. 

 

Reporting is sophisticated and at the same time very intuitive, is what you can normally expect from SAP BO. Besides standard reporting it is better to practice or establish to practice SAP B1 unique drag-and-relate technology which is a remarkable feature, resembling data mining and warehousing.

CRM being another aspect of SAP has companies eager to get their employees trained in the same. SAP CRM covers an overall over some specific areas. SAP CRM training can be completed in the shortest period of time. SAP Consultants will guide you through with the CRM training and learning process as much as possible.

An Overview on SAP Integration

SAP is a leading business solutions provider. Originated in Walldorf, Germany in 1972, SAP has blossomed rapidly ever since then to a niche of having 100,600 SAP installations serving more than 41,200 companies, more than 25 industries  in more than 120 countries with a majestic 10 million users around the world. This technology is the combined efforts of five ex-IBM engineers who as qualified engineers formulated their dream into a practical and functional concept, they then produced and perfected SAP.

Since it was developed in Germany, it was given a Germanic name System, Andwendungen, Produkte in der Datenverarbeitung. To make it simple for majority of people to understand, it was then translated in English as  Systems, applications, Products in Data Processing. SAP AG has grown to become the third largest software maker in existence not only in Germany but globally. The introduction of SAP R/2 in 1979 had been the reason behind its skyrocketing success. The very first SAP Integration was an overnight hit. SAP R2 ran on mainframes and went to penetrate the majority of large businesses in Germany. With its gradual expansion in other parts of Europe companies, the founders understood the growing acceptance and popularity of client-server architecture among businesses. With the development and release of SAP R/3 in 1992, SAP recognized and responded to that market. Business communities welcomed this intelligent program with open arms. In 1988, SAP R/3 evolved into an exceptional success like no other especially after expanding into the North American market. SAP R/3 grew from scratch to 44% in five years in worldwide sales. At the moment, America has thousands of employees and can claim to having many companies as clients.

Its numbers kept multiplying which is understandable for its sheer brilliance that led to its escalating popularity worldwide. Whereas its popularity results from the ability to not only be a brilliant application but also because of being versatile and adaptable to a wide variety of businesses. Many educational institutions are responding to the need of SAP Implementation i.e. SAP trained individuals who can successfully diagnose, select and implement the modules which would serve the best. The process of integration and functionality evolves over time. Yet, there are some programs that can be fully implemented within 18 months whereas some big corporations require a ten year commitment. Fragments of full scale SAP R/3 software become useful with time. Today, SAP has grown in leaps and bounds throughout the world and become famous with businesses, organizations, etc. Many people also opt for SAP Consulting services to understand its process and realize its significance. Hence, it is advisable to discuss your needs with professional SAP Consultants to know what your requirements are in a better way, before you go ahead with the implementation process.