Case Studies
SAP Business One Add-Ons & Integration

CRM

Industry
Client
Geography

Business Challenges

  • Absence of system to record and report on Opportunities, analyse conversion patterns, manage Sales Cycle
  • Use of multiple homegrown systems leading to challenges in data management

Business Needs

  • One go-to Application to ensure
  •  Efficient Tracking
  • Increased Conversion
  • Prevent Opportunity Loss

Proposed Solution

  • User Friendly Web Interfaces to login, track, and Manage Sales Cycle
  • Views for Senior Management to monitor and review
  • Customer specific Biz Functionalities configured
  • Opportunity information to be stored in HANA Database
  • Can be connected to newer versions of SAP Business One and SQL Server
  • Resources – Technical, Functional, Frontend/UI

Business Success

  • All Opportunities saved in ONE System
  • Centralised Dashboard displaying all reports from Enquiry to Conversion
  • Used by Senior Management, and Sales team for Governance and tracking Sales Cycle
  • Improved Sales Cycle
  • Increased Revenues

%

Increased Sales

%

Inc in Enquiry to Sales Conversion Ratio

%

Inc in Sales Team Productivity

%

Reduction in CRM user Complaints

%

Decrease in time to analyze Information

PANFISH