Central phone number
Feel free to contact us!

+49 371 2371-216


Central fax number
Feel free to contact us!

+49 371 2371-299


Support hotline
We answer your questions

+49 371 2371-270

Send an eMail

SAP Business One as ERP for service providers

The basis for efficient and successful project management

SAP Business One as the perfect ERP for service providers: Benefit from the comprehensive basic functions of the ERP software for small and medium-sized companies and optimize your processes with efficient project management. Deliver reliable, high-quality services by establishing repeatable processes for your services to optimize resource planning, project management and invoicing.

Optimizations for service providers with SAP Business One at a glance

 

Without ERP

With ERP

Management of working hours

Manual and time-consuming

Automated and time-saving

Customer management

Unclear, fragmented

Centralized, efficient

Financial processes

Potential for optimization through automation

Automated accounting and financial reports in real time

Project duration

Delays are possible

On-time completion and better planning thanks to integrated tools and real-time data

Total costs

Higher due to inefficient processes

Lower costs thanks to efficient resource and project planning

Advantages of ERP software for service companies

Increasing productivity

Our ERP solution for service providers adapts flexibly to the needs of your company and supports you in increasing your productivity. You can achieve this particularly effectively by automating numerous previously time-consuming processes. This not only leads to more efficient workflows, but also strengthens collaboration between your employees.

Efficient communication

An intelligent messaging system ensures that every employee receives the information they need. Business opportunities and customer activities are continuously tracked. You can generate activities directly from documents, assign tasks and seamlessly integrate all content from Outlook.

Well-founded decisions

With SAP Business One, you always have an overview of your company's processes and can make well-founded decisions - whether you want to manage your resources efficiently or achieve cost savings.

Clear insights

Comprehensive and detailed reporting allows you to keep track of your branches at all times. With just one click, you can analyze all relevant areas - from capacity utilization figures to cost structures and cash flow.

Efficient data management

In the service industry, employees often work at different locations. With an ERP solution such as SAP Business One, everyone has access to a central data source and can therefore exchange important information at any time and from any location. Seamless recording of services is also possible on the move thanks to the web and mobile client, ensuring maximum flexibility.

Flexible contract management

In contract management, all items are defined in detail with your business partners. Billing can be structured flexibly, whether based on a fixed date, after services have been rendered, at regular intervals or at a fixed price. In addition, necessary additional purchases for individual items can be controlled directly via the contract.

The industry solution for service companies, such as

  • Consulting firms ( advertising agencies, management consultants )
  • Project service providers
  • Engineering offices
  • IT system houses / IT service providers / IT consulting
  • Software developers

SAP Business One functions

Record all project-related transactions, resources and activities transparently and clearly in project management in SAP Business One as ERP for service providers. Monitor tasks, project stages and phases to keep an eye on the project from start to finish.

Work time and expense recording
The SIGMA web portal supports you in the project-related recording of working hours and expenses, so that project members can easily record their services via web access.

Billing
The times and any expenses are transferred directly to SAP Business One and can be settled automatically via the invoicing assistant.

Project management
Manage tasks, project stages and also phases directly in the system so that you have a transparent overview of the entire project at all times. Individual queries, alerts and reports offer you extensive evaluation options for the current status of your projects.

Project controlling
Link the data from your financial accounting with the projects and compare planned budgets and current costs directly with each other at any time.

Service and support are an important building block in aftersales to ensure long-term customer loyalty. Manage warranty and service contracts more efficiently than ever before. Increase the service experience of your customers with the help of the ERP for service providers SAP Business One by helping them quickly and easily at any time.

Customer and prospect management
Store all your important customer data in one place and then easily synchronise it with your Microsoft Outlook contacts.

Customer Relationship Management ( CRM )
Record meeting notes, visit reports or even tasks directly and at any time traceably as an activity in the system.

Sales and opportunity management
Track business opportunities and customer activities seamlessly - from the first contact to the conclusion of a contract.

Mobile sales
With the mobile app for SAP Business One, you can access all important data on the go.

SAP Business One gives you all the tools you need to simplify financial management. Automatically manage bookings, calculate taxes and carry out transactions in a wide range of currencies. All banking transactions can be handled with the application:
Process bank statements and payments, reconcile accounts, manage cash flow and keep an eye on budgets. You can also compare the actual situation with the target situation in the blink of an eye and immediately determine how your business is doing. Your financial processes are seamlessly linked in real time with other business processes, such as purchasing and sales. The result: faster transactions and more transparency on cash flow.

Accounting
Automate all core accounting processes, such as the accounting journal and receivables and payables.

Financial transactions
Quickly reconcile accounts, process bank statements and postings of various payment methods such as transfers, cash payments and credit cards.

Financial reports and analyses
Create standardised or customised reports and incorporate real-time data from corporate planning and auditing.

Sales and customer management
Winning new customers is crucial to success. But it is equally important to fully exploit the potential of existing customer relationships. With SAP Business One, you can manage the entire sales process and every customer contact quickly and easily - from the first conversation to the commitment to service and support in aftersales.

Customer and prospect management
Store all important customer data in one central place and then conveniently synchronise it with your Microsoft Outlook contacts.

Master data management
The customer equipment card bundles all service-relevant information on a device, such as location, serial number, service contracts, history of service calls, so that you always have all relevant data at hand.

Solution database
The solution database provides your service staff with possible solutions for the current service call based on key terms from past service reports. The handling of complaints is simplified and efficiency is increased thanks to a common level of knowledge.

Winning new customers is crucial to success. But it is equally important to fully exploit the potential of existing customer relationships. With SAP Business One, you can manage the entire sales process and every customer contact quickly and easily - from the first conversation to the commitment to service and support in aftersales.

Customer and prospect management
Store all important customer data in one central place and then conveniently synchronise it with your Microsoft Outlook contacts.

Master data management
The customer equipment card bundles all service-relevant information on a device, such as location, serial number, service contracts, history of service calls, so that you always have all relevant data at hand.

Solution database
The solution database provides your service staff with possible solutions for the current service call based on key terms from past service reports. The handling of complaints is simplified and efficiency is increased thanks to a common level of knowledge.

Every company needs a clearly defined purchasing process. This helps to increase efficiency in procurement. SAP Business One supports you in every step of this order-to-pay process. You enter receipts, invoices, returns and payments. Integrated reporting allows you to compare suppliers and prices more easily - so you can negotiate better terms and uncover new opportunities for cost savings.

Procurement
Create supplier enquiries, purchase orders and goods receipts. Documents can be linked and tracked for auditing. You can also keep track of returns, additional expenses and different currencies.

Warehouse and accounting integration
Reconcile goods receipt confirmations with your stock levels in real time.

Payables
Process supplier invoices, cancellations and credit notes and link them to the associated purchase order. Plan material requirements and schedule your purchases precisely.

SAP Business One offers all employees the possibility of accessing your system simply and easily with mobile devices.

FAQ - the most frequently asked questions about ERP for service providers

An ERP (Enterprise Resource Planning) system is a software solution that supports companies in managing their business processes by bundling information in a central database. An ERP system is particularly important for service providers as it improves the efficiency of projects, personnel management, finances and customer service. It enables centralized management of resources and promotes transparency in processes such as project billing, time recording and customer service.

Yes, SAP Business One is a scalable solution that can keep pace with a company's growth. Companies can add new features and users as demand increases. This is especially important for service companies that need to flexibly adapt their business processes as they expand or extend their services.

With SAP Business One's integrated CRM module, service providers can significantly improve customer communication and support. It helps to track customer histories, identify sales opportunities and respond to customer inquiries more quickly. This leads to better customer satisfaction and long-term business relationships.

SAP Business One provides integrated financial management that enables service providers to track their revenues, expenses, invoices and payments in real time. It automates many financial processes, such as generating reports, managing receivables and payables, and processing payments. This leads to improved financial control and accuracy.

  • Customized notifications and alerts: Custom queries can be used to set up automatic alerts and notifications based on specific conditions. This helps to monitor processes and react to events in good time.
  • Approval processes: SAP Business One has a built-in approval system that allows you to set up approval workflows for specific business processes (e.g. purchase orders, quotes, payments). Approval requests can be triggered automatically and sent to the relevant employees by e-mail or directly in the system.
  • Invoicing and payment processes: The invoicing wizard and other tools support automated workflows for recurring tasks such as invoicing and payment processing.

Yes, SAP Business One can be used on the move, which is particularly advantageous for on-site customer deployments

  • The SAP Business One Web Client enables access to the ERP system via the browser without having to install additional software. Many core functions of the desktop version are also available in the Web Client, allowing flexible access from anywhere.
  • SAP Field Service Management (FSM)   can be integrated into SAP Business One as an add-on to provide advanced functions for field service. Using a mobile app, technicians can access all information relevant to the job, such as customer history, service orders and work instructions. They can create reports on site, record working hours and book materials. The status of service jobs is updated in real time so that everyone involved is up to date. All data collected in the field flows seamlessly into SAP Business One to improve the billing process, inventory and resource management and customer satisfaction

Discover the perfect ERP solution for your service company 

Benjamin Apfelstädt | Sales SAP Business One
SIGMA Bot IconSIGMA bot
SAP Business One

Welcome to the SIGMA Chatbot!

Thank you for using our chatbot. Our chatbot is here to answer your questions and provide solutions. Here are some instructions for use:

1. Asking questions

Pose your question directly in the chat window. Our chatbot utilizes comprehensive data knowledge derived from one of our internal databases and text documents containing marketing information about products and services of the SIGMA Group, enabling the chatbot to provide you with detailed answers

2. Providing feedback

After the chatbot has responded, you have the option to rate the answer. This helps us understand how well the chatbot responds to different inquiries. Provide feedback on whether the answer was helpful or not.

3. Contacting the sales team

If the chatbot cannot provide a satisfactory answer, you have the option to send a request directly to our sales team from the chatbot window. We will assist you personally.

4. Email forwarding

If you wish to end the conversation with the chatbot or receive information via email, the chatbot offers the option to forward the conversation via email. Simply click "Send answer via email," enter your email address, and a few seconds later, the conversation with our SIGMA chatbot will be forwarded to your email address.

5. Chatbot optimization

We value your feedback! Ratings help us continuously improve and optimize the chatbot. Let us know what you like and where we can further improve. Feel free to send your feedback via email as well - marketing@sigma-chemnitz.de.

Thank you for using our chatbot. We hope it can effectively assist you with your concerns. If you have any further questions, we are here to help.

Privacy Information for Users of Our SIGMA Question Bot (Privacy Policy)

Use of Chatbot

(1) This website uses a chatbot developed exclusively by us. The chatbot is a software-based dialog system that enables text- or voice-based communication with a technical system.
The chatbot operates on the RAG (Retrieval-Augmented Generation) approach, retrieving data from a database to answer questions as accurately as possible. These data, along with the user’s question, are sent to the language models of OpenAI, Inc. without transmitting any personal information about the user. The models attempt to answer the question using the provided data and return the response. The data are sourced from one of our internal databases, comprising text documents with marketing information about products and services of the SIGMA Group.

(2) The following data are processed: session ID for user requests, the time of the request, the request itself, the chatbot’s response, the topic, and the language.

(3) We process this data to analyze the productivity of our chatbot and to continuously improve it. This includes the following purposes:

  • Chatbot performance optimization: We collect and analyze interactions with the chatbot to evaluate its efficiency and performance. This includes, for example, questions the chatbot could not answer, repeated inquiries on specific topics, and similar issues.
  • Enhancing the user experience: We use data to improve the user experience. This includes analyzing user feedback to make adjustments and expansions to the chatbot to better meet your needs.
  • Error detection and resolution: The data allow us to detect errors and issues in real time, enabling faster resolution and updates to the chatbot.
  • Statistical evaluations: We generate aggregated, anonymized statistical reports on chatbot usage. These reports contain no personal information and serve to analyze trends and patterns.

The legal basis is Article 6(1) Sentence 1 lit. f GDPR.

SIGMA Bot Icon

Hello, I'm the SIGMA Question Bot, and I'd be happy to answer your questions about SAP Business One.

Contact us
Topic
I am the
SIGMA Question Bot.
I can help you at lightning speed.