Sales Process Management with SAP Business One
SAP Business One turns quote preparation into a one-click path to an order, while price lists and approval thresholds build discount discipline into the system. With order history, account balance, and open quotes on one CRM record, the team walks into every visit prepared; field reps can check stock and payment terms on their phone and enter the order while still with the customer.
Other Department Solutions
Sales · SAP Business OneDigitize your sales processes with SAP Business One; manage the entire cycle, from quote to delivery, in a single system.
What we solve for sales teams
Speeds up the quote-to-order process
Quotes are drafted in minutes and convert to an order with a single click once approved.
Delivers a 360° customer view
Order history, account balance, and open quotes live on one card, so you walk into every visit prepared.
Enforces pricing and discount discipline
Price lists and approval thresholds live in the system, ending the uncontrolled discounts that erode margin.
Enables mobile selling in the field
Stock and payment terms are in your pocket; orders get entered while you're still with the customer.
Makes targets and performance visible
Rep-level target-vs-actual dashboards tie performance to data.
Why it makes a difference
A faster sales cycle
Every step from quote to collection shortens into one flow, so deals close while the opportunity is still hot.
No opportunity slips through
Open quotes and opportunities are tracked systematically, so no customer gets forgotten.
Promises you can keep
Stock and lead-time data are real-time, so commitments to customers are made with confidence.
Speed, accuracy, and consistency in sales
Quote → order → delivery
Manage the entire sales flow in one seamless, traceable system.
360° customers with CRM
See relationships, history, and opportunities on one screen.
Real-time stock & pricing
Quote accurately with live stock visibility and dynamic pricing.
Sales performance tracking
Measure targets, actuals, and trends with dashboards.
Mobile selling
Handle orders, approvals, and account inquiries from the field, instantly.
Profitability analysis
See profitability clearly by product, customer, and channel.
Questions sales teams ask
01Does it include CRM features?
Yes. Opportunities, activities, and customer communication history are managed inside SAP Business One, so you track the sales funnel without a separate CRM tool.
02What devices can the field team use?
Web-based screens work on phone and tablet; with Solveo Assistant, stock and price lookups can also be done through WhatsApp.
03Are e-commerce and marketplace orders integrated?
Through integrations, orders flow into the system automatically, and stock stays in sync across every sales channel.
04How is selling to high-risk customers prevented?
Credit limit and payment-term checks run at the moment of order entry; orders that exceed the limit are routed to approval automatically.
05Can quote templates be customized?
Quotes are generated as a PDF in one click, using templates matched to your corporate identity, and sent by email.
Modules that add value for the sales team
Let's review your sales processes together
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