CRM
CRM stands for Customer Relationship Management and refers to the structured management of customer relationships and sales-related information within one system. In SAP Business One, CRM helps companies keep contacts, activities, sales opportunities and related processes centrally organised so that information remains complete and traceable for authorised users. This improves transparency, supports coordination in sales and prepares follow-on steps such as a quotation or the maintenance of master data. CRM helps companies manage prospects and customers systematically, keep open tasks in view and make decisions on a reliable data basis, so that a sales employee can immediately see during a customer meeting which contacts, appointments and open activities already exist.
