Sales management is a corporate management tool used to sustainably manage and control the objectives for achieving the marketing of the goods and/or services produced. Sales targets and their development are formulated and all measures are taken to implement this planning.
the sales control in SAP Business One includes all functions for planning, organising,
Tracking and analysing sales activities. At the centre of this is the module opportunitieswith the
sales opportunities can be systematically recorded and managed.
Goals
- Illustration of a person-independent sales process
- Structuring of sales opportunities along defined phases
- transparency about the current sales status and potential sales
- Measurement and analysis the performance of sales staff and teams
Functions at a glance
1. sales opportunities
- Creation and management of opportunities for interested parties and customers
- Linking with sales staff and sales territories
- Illustration in Sales stages (phases) with probabilities
- Recognition of potential sales, closing date and gross profit
2. sales territories & opportunity levels
- Regional or thematic categorisation of sales for targeted evaluation
- Opportunity levels as Sales pipeline with predefined completion probabilities
3. reports on sales management
- Opportunity forecast: Overview of planned transactions and sales potential
- Opportunity pipeline: Graphical representation of all active sales opportunities per phase
- Gained / lost opportunities: Success analysis by period and employee
- Sales analysis: Analysis by customer, Articles, sales staff and time periods, these functions improve the Versino Financial Suite clearly.
- Activity overview: Overview of planned and implemented sales campaigns
Linking with other functions
- CRM activities: Appointment management, customer contacts, task management
- Personnel master data: Assignment of internal sales employees to business partners
- Data integration: End-to-end connection from opportunity to invoicing
Benefit
- Standardisation of sales work through a central database
- Early recognition of sales opportunities and risks
- Improved predictability thanks to realistic sales forecasts
- Traceability of activities per customer or sales employee
Note
Sales management with SAP Business One should be used consistently in conjunction with the Opportunities module and the
CRM functions can be utilised. The quality of the analyses depends largely on the consistent maintenance of the data.
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