SAP Business One

Why Are You Looking For New Business Management Software?

1. Does your business have real PAIN attributable to your current business management software systems?
2. Will the software solution you are considering HELP your business?
3. Does your business and the consulting firm you are about to choose have the ability to develop a TRUST based relationship?
4. Do you have the RESOURCES required to ensure a successful implementation?
5. Is there a sense of URGENCY regarding this endeavor?

Unless a business has invested the time and obvious cost to introspectively and honestly ask why, they should not move forward. They are wasting their time and the time of any consulting firm they engage with. No one can afford to spend time kicking the ERP tires. However, if they have asked why, and are ready to move forward, a Consulting firm would be highly motivated to guide them through the remainder of the discovery process.

The very first thing to ask is – Why?

SAP Business One Customer Service & Support

SAP Business One delivers CRM functionality as part of the application, ensuring full control of customer acquisition, retention, loyalty, and profitability for your business.

Tightly integrated functions across marketing, sales, and service provide end-to-end visibility for the complete life cycle.

Service call functions provide support for service operations, service contract management, service planning, customer interaction activity tracking, customer support, and management of sales opportunities.

SAP Business One offers the following service and support functionality. 

 Service contracts – Create a regular support or warranty contract for items or services sold to a customer. The contract maintains the start and end dates as well as specific contract terms, which could include guaranteed response or resolution times.

 Customer equipment cards – Maintain detailed information about an item sold to a customer, such as a manufacturer’s serial number, replacement serial number, and service call history. Cards also list service contracts assigned to the specific item.

 Customer equipment report – View all equipment and corresponding serial numbers sold to a customer or range of customers.

 Service calls – Review information about all service calls that were created, resolved, or closed on a specified date or within a range of dates. You can restrict the report to see service calls for a specific queue, technician, problem type, priority, item, or call status. You can choose whether to include a view of overdue calls.

 Service calls in the queue – Track and maintain service calls by reviewing the call history related to a particular event.  You can monitor the status of a call and assign it to individual technicians or maintain them in a team queue.

 Response time by assignee – Follow the communication between a customer and the service department and track the time needed to properly respond to a single service call.

Alerts – Proactively Managing Your Business

Proactive management by exception – Be alerted automatically about important business events (eliminating the need for you to monitor activities manually). Alerts enable you to:

 Notify employees of a discrepancy or an event you are monitoring within the organization;

 Provide internal (online) information associated with each employee’s role in the company (Each time a threshold is crossed, an alert could be triggered in real time to the user that requested such notification.);

 Drill down to gain instant visibility on information detailing the alert’s characteristics, which can help you make informed decisions regarding future actions associated with the event;

 Inform managers about particular business events and trigger workflow processes; and

 Respond instantly to alerts generated as part of workflow processes, approval procedures, and automatically initiated actions

webCRM

Customer Relationship Management fully integrated with SAP Business One and SAP Business One as a Service.
 
Unlimited users through only one SAP Business One license! Save money with the webCRM for SAP Business One. Fully integrated with SAP Business One, providing instant, real-time access to business partners, quotes, leads, prospects, potentials, accounts, invoices, sales orders, purchase orders and more!
 

	Powerful User Dashboard Users see who is performing, who isn’t creating a competitive spirit. Additionally, users only see what you give them access to see.
	Scalable from 1 to 1000s Scalable from 1 to 1000’s of leads, prospects, marketing campaigns, quotes, sales orders, invoices and more.
	Extremely Tailorable Easily create unlimited, powerful reports without knowing a thing about Microsoft SQL. Easily turn reports into metrics, publish reports for all users or keep them private.
	Built in Business Intelligence What good is your data if you cant analyze it, spot trends and capitalize on your information. Business Intelligence is built-in, easy to use and powerful.

SAP B1: Financial Control for Small Business

Functionality Included In SAP Business One’s Financials Module: – SAP Business One features a chart-of-accounts template for every country, which can be adapted to business requirements. This template can also be used to define individual charts of up to ten segments if reporting needs require.

Accounting

Journal entries – The solution allows users to create new journal entries and search for existing ones. (Note: Most journal entries are posted automatically from the sales, purchasing, and banking areas.) In addition, users can automatically allocate each transaction to a project or a profit center.

Journal vouchers – Users can save multiple manual journal entries to a batch and process simultaneously, which allows verification and correct postings before they are entered in the general ledger.

Posting templates – Users can define G/L account assignment models, which saves time and helps avoid mistakes during the manual posting of journal entries.

Recurring postings – Users can define their own postings for regular execution in accounting – and specify a frequency for each recurring posting. (In this case, the solution automatically reminds them to enter these postings.)

Reversing journals – The solution allows users to reverse month-end accruals postings automatically. By default, reversal of specified postings will occur on the first day of the following calendar month, but if necessary, users can specify a different reversing date for each posting.

Exchange rate differences – The solution lets users periodically evaluate their open items in foreign currencies, then identify differences and choose the appropriate correction transaction.

Financial report templates – Users can quickly and easily generate any number of financial report templates. This form lets them create templates for any purpose (such as additional profit-and-loss statements).

Budgets – This feature helps users define and manage budgets.  Users can configure budget allocation methods, define budget figures in any currency (local, foreign, or both), and display a summarized budget report that compares actual and planned figures. In addition, users can define an online alert that notifies them whenever a transaction exceeds a monthly or annual budget limit.

Define profit center – This function allows users to define different profit centers or departments. Users can allocate the corresponding revenue and cost accounts to a predefined profit
center in the chart of accounts.

Define distribution rules – Based on defined costs and experience, users can define different distribution rules to characterize business activities, and then allocate a revenue or cost account to the corresponding distribution rule.

Table for profit centers and distribution rules – This function allows users to display profit centers and distribution rules in table form. All figures are displayed clearly and can be adjusted as necessary. Users can also define additional profit centers and distribution rules here. Once all cost factors have been defined, the system automatically allocates them to the individual cost centers in each transaction, giving rapid access
to detailed cost information.

Profit center report – This profit-and-loss statement is based on revenues and costs – both direct and indirect – as defined in the allocation rules, and it can be run for any profit center.  Users can choose between annual and monthly display format and compare the results with figures for the previous period.

1099 processing – SAP Business One can record 1099 form and box information for each appropriate vendor payment. This information can be edited right up until the time it is submitted. Beginning balances can be entered for information brought in from other systems partway through the year, and the appropriate 1099 information can be output at year’s end for submission to the relevant authorities.

Business One Implementation Success or Failure

Did you know that over 70% of implementation projects fail or are challenged? Companies can literally choose from thousands of software products to help them manage their businesses. In the software world, one size certainly does not fit all businesses.

Implementing the proper business system can be as strategic and important to your bottom line as expanding your warehouse or bringing on new product lines. However, implementing the wrong solution or choosing an inexperienced solution provider can have a serious negative effect on your business – from lost opportunities and late orders to bankruptcy, in some extreme cases. Consequently, it is imperative that businesses take time to clearly define their business processes and objectives before they start their search for new business software.

SAP B1 CRM

Unlike other CRM software, the SAP Customer Relationship Management (SAP CRM) application not only helps you address your short-term imperatives – to reduce cost and increase your decision-making ability – but can also help your company achieve differentiated capabilities in order to compete effectively over the long term

SAP Business One Warehouse Management

Spotlight on Product – WMS (Warehouse Management System)
In tough economic times, many businesses are cutting back costs in an attempt to stay afloat. However, there is no greater time to invest in solutions that enhance productivity than when you’re trying to save costs. At first it may appear counter‐intuitive to invest in a new system while trying to cut back on expenses, but by improving efficiencies, you can save countless dollars in labor costs, shipping expenses, customer service salaries, and much more.  With a relatively small initial investment, your company can reap the long‐term benefits and gain profitability. WMS is a real‐time inventory control solution, designed as a direct extension of your SAP Business One ERP system; it was developed with the SAP SDK. Using wireless scanners, it allows the warehouse staff to instantly update the business management system, ensuring that all users throughout the organization have the most up‐to‐date information.

SAP Business One – Software as a Service

Business One Software as a Service –  “subscription-based” hosted or self-hosted (on premises) solution provides undeniable value proposition with low-cost subscription billing, versus enterprise-type projects with high up-front costs, long and costly implementations, network infrastructure and maintenance costs and with unknown ongoing fees.

With ready-to-use functionality, it delivers immediate business value and ensures predictable deployment and operations. It was designed for productivity and ease of doing business while providing customers a 360 ° view of their entire business.

SAP Business One – software as a service enables small to mid-sized companies to manage core business operations in a single system, which includes:

• enterprise resource planning (ERP) & accounting; SAP Business One (SAP is a leading vendor of integrated business management software suites for small, mid-sized businesses and large companies.)
• customer relationship management (webCRM),
• eCommerce (both, B2B and B2C webStore),
• Industry-specific  solutions (Food, Apparel, Furniture, Wholesale Distribution, Warehouse Management System, Production, Manufacturing, Retail/POS, Trade-Show with Bar-coding)
• all on subscription basis, for a low, at $100 per user monthly payment, SAP Business One licenses as needed and one-time,  standard set-up fee of $1,500

The Facts on SAP Business One