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Sap Business One CRM Implementation Notes

SAP B1 ERP has integrated CRM functionality and you can purchase named user licenses for CRM only at half of the normal all-in-one user license price. Client Relation Management business logic typically fits to your sales people and considering typical business office, you may have as many as half of all office employee working in Sales department, CRM licenses might help your budget in Software purchasing and implementing. Let’s review the functionality:

1. Opportunity. This is the key CRM object. Opportunity might be assigned to either Customer or Lead Business Partner. Toward opportunity you can do activities, such as phone calls, meetings, task, note or other. You also can associate opportunity with Partner channel – if you sell SAP products you can associate with SAP BO product line (SAP Business One you can make a partner for opportunities). Also you can associate opportunity with competitor, for example Microsoft Dynamics. Plus for the opportunity you can select existing or create new quotation or sales order, in this case you may decide to update opportunity budget from Quote or Order

2. Opportunity phases and stages. By default new opportunity is created in open phase. Then as you go with your sales cycle you can move it to won or lost phase. In CRM setup you define opportunity stages with estimated closing percentages at each stage. As well you enumerate stages. You can also move back to previous stages. Good example is negotiation and following quotation stage. You can move back from quotation to further additional negotiation

3. Related Documents. These 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

4. Opportunity reporting. Here, as you normally expecting from SAP BO, reporting is really sophisticated and at the same time pretty intuitive. Besides standard reporting we encourage you to practice or establish good habit to practice in SAP B1 unique drag-and-relate technology, which is very cool feature, resembling data mining and warehousing

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Some steps toward a successful CRM implementation

There are lots of things we’ve forgotten how to do , since  the computer became so popular as a device, certain tasks that have gotten so easy , that in a moment we think “How could I have done it without a PC?”

And that is not a bad thing , since that’s what technology is for – once we adapt ourselves to use it, it can help us deal with various mundane tasks that are tiresome and hard to accomplish by other known means. Whether some people like it or not , that is part of the present and the future of mankind – using technology for different tasks that would ease our labor.

A classic example can be CRM, standing for Client Relationship Management. And even though it sounds like a something people, and businessmen in particular, have been using for lots of time, it is actually adapting to a technology that helps us deal with problems with computers, using a centralized system of software that enables easy access, fast extraction of data and lots more.

There have been lots of stories however, about how CRM didn’t help a certain company. And those only exist not because of some inherent flaws of the CRM strategy, but because of improper handling by the people who wanted to implement it.

To protect yourself from such things, and learn from other people’s mistakes, you can simply follow these steps:

With CRM being something so widely used, many and different systems were developed for different purposes, each one with certain little benefits that may turn out to be crucial for increasing the efficiency of your company. The very least you can do when choosing a solution is to look for the one that fits your branch and the activities of your company.

Many of the cases where companies only claim they have lost from CRM are because they didn’t have the will to enforce it , and put it to application. To take a look at a better example – after investing thousands of dollars in such a system, what good will it do if only three people in your company use it ? It is far more efficient the more people share information with it and fill its databases. To insure more people use it , the best thing to do is to actively  encourage them to use CRM.

As we all know, or could have figured out, a security breach can leak all your vulnerable, sensitive information to the wrong hands. Whether you’re facing corporate espionage, or mere distrust from your clients to handle their personal information , a security breach will cost you. So make sure you check your network , or hire someone to do so for you.

Keep it updated , at any time, as often as you can. No one has use of old information, or an outdated system that requires you to put more effort into working with it , instead of easing the processes.

Following these steps, or at least trying to follow them will insure a more successful implementation of CRM and lots of benefits for your company.

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Sage Pre Sales Manager, David Beard offers us his top tips on the best way to prepare for CRM implementation.
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Why Hotels Need Effective Customer Relationship Management (CRM) Implementations

Today’s customer relies on the ability to enjoy their hotel stay beyond any freebee or rewards offered. The modern hotel is one that can build a relationship with their customers with a personalized stay – a stay that customers want to come back to again and again. But how does a large hotel create such personalization? The infrastructure of large hotels is no longer like the grass-roots hotel of previous generations.

How are today’s hotel customers different?

Customers who were once pleased by rewards and prizes care more about the hotel that remembers them. The frequent traveler and the occasional vacationer are more likely to return to a hotel that gets to know them. The issue is that it can be difficult for customers to describe what they want in a personalized stay. Staff must be cunning and diligent, finding information by listening when their customers give them small talk or complaints, and being the pleasant surprise that the customer least expects.

What strategy can be used to connect to customers?

The use of a Customer Relationship Management (CRM) application to create a business strategy is an excellent way to increase customer loyalty and customer retention. By personalizing a customer’s stay, a hotel can ensure that customers will come back again and again simply by remembering their favorite beverage, pillow or other preferred amenity.

So why do hotels need effective CRM implementations?

CRM implementations allow hotels to customize the stay of loyal and valued customers as well as create special loyalty rates for customers who continue to spend quality time and money with the hotel. This is important because customers remember hotels that gave them personalized care. Also, a business strategy put into place with CRM ensures that the hotel’s technology is up to date and that a hotel can track a customer’s satisfaction by creating a close relationship to that customer.

What are some other benefits to CRM implementation?

Today’s technology allows a hotel to get to know loyal customers and provide special gifts such as sending flowers to a spouse or gifts for children simply from remembering how the customer feels about those who are special in their lives. Technology also gives a hotel the ability to provide advertisements to guests who are of a certain age who may or may not have children to provide them with personalized information based on who they are vacationing with.

Which customers have become the primary focuses for CRM?

Business customers travel frequently and high-end service is important to them in the hotels they stay in. Hotels are often impersonal for business customers, and it is important to make them feel as comfortable and as much at home as possible. Learning their needs produces more stays and requests for your particular hotel. CRM is important for logging the personalized amenities of business customers in order to ensure they have the best stay.

What is the profitability for a hotel with CRM?

With the primary focus on the customer’s personalized needs and not on finance, marketing or sales, CRM allows hotels to maximize profitability by creating loyal customers, improving customer service and improving customer retention. The more customers who continue to stay due to the relationship they have built with that hotel through CRM implementation, the more profitable that hotel becomes.

Attention to the preferences and dislikes of a customer allows a customer’s stay to be enjoyable, and implementing CRM applications into hotel technology creates a streamlined approach to personalizing the stay of customers. When preferences and dislikes are tracked, a hotel is able to provide the most comfortable stay, and becomes an enjoyable place for all customers to come back to again and again. Increasing customer loyalty is extremely important for the modern hotel, and CRM provides the relationship link between that hotel and the customer in order to give the customer a quality experience.

It is important to understand that CRM is a way to run your hotel, and not just a tool to use within the way your hotel is run. Although technology is used in the organizing of customer data, Customer Relationship Management is a strategy that your entire staff should be on board with implementing individually and completely.

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Ready to implement Salesforce CRM, but not sure where to start? In the middle of an implementation and dont want to miss anything? Youll probably have a role in the setup and ongoing maintenance of your Salesforce CRM implementation. Join us to learn where to start, in what order you should execute, and best practices to use along the way.

CRM implementation role for SaaS software author based in Reading. £40000 + car allowance. Jake at ambis
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Force by Design is a cloud computing consulting firm with expertise in Salesforce implementation and custom Force.com application development. We help organizations large and small become successful in their use and adoption of cloud technologies. Having worked with clients in every industry ranging from non-profit to high tech, we view every project as a partnership and are ecstatic about the success our clients are having with our work.

CRM Consultant – based from home – hugely successful global company with great career prospects Join a 2000 strong Scandinavian software company based just North of London. The role is home base They are: Profitable Professional Well managed Successful Stable (no hire and fire, average tenure 10 years) You will work on CRM implementations that are part of larger projects (with a typical value of £1M). Your role will be to work with the clients through the implementation process, understanding requirements and getting the software working. The importance of customer buy-in, effective training and helping the client through the go live and switch over are crucial. This is a chance to join a professional services team of 60 people; you will work as part of a well managed group on CRM implementations. Your prospects will be superb; there is lots of internal promotion, many different options for international transfers (offices in 50 countries) and lots of variety. The job would suit a strong CRM implementation consultant who wants to join a big consulting team with prospects. You should have good SQL and be happy to travel to client sites. The job is home based but you will travel throughout the UK, with very occasional international travel; once trained up, you will need to go to the head office once a month. They are paying £35000 + fully expensed car + £5000 bonus, paid quarterly. This is a link to the YouTube clip of me talking about this role; I mess it up at the end …
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www.sap.com – Many small and mid-tier utility companies are constrained by typically long implementation cycles and the costs of traditional ERP implementations. For these companies, Wipro Technologies offers the SAP ISU-CRM template. This unique solution covers the key elements of customer care, billing, customer relationship management (CRM), and regulatory reporting requirements and reduces implementation time and efforts by approximately 30%.
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Sage CRM Pre Sales Manager, David Beard offers us his top tips on planning for CRM implementation.

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