SAP BUSINESS ONE · FUNCTIONALITY
Win and keep more customers: SAP Business One connects opportunities, quotations, orders, deliveries, invoices and service in one system with full customer history.
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OVERVIEW
When sales, service and finance use different systems, nobody has the full picture of a customer. Sales do not know about overdue payments, service does not know about open orders, and managers cannot see the pipeline.
SAP Business One brings sales and CRM into the ERP. Leads and opportunities are tracked through stages, quotations turn into orders, deliveries and invoices without re-keying, and service calls and contracts sit alongside sales history.
Everyone sees the same customer record, with activities, documents, balances and history in one place.
Webtel configures sales and CRM in SAP Business One around your process, using standard functionality first and add-ons or reports only where they add clear value. Your users test with real data before go-live, and we stay on hand as they start working in the new process.
CAPABILITIES
Pipeline stages, values and forecasts.
Quotes, orders, deliveries and invoices linked.
Service calls, contracts and equipment cards.
Sales, margin and performance reports.
COMMON CHALLENGES
These are the issues we see most often. Each one is planned for from the start, so it does not surface in the week before go-live.
01
Managers cannot see future sales.
02
Sales and finance see different numbers.
03
Quotations are not followed up.
04
Service history is not visible.
AT A GLANCE
SAP Business One is SAP's ERP for small and mid-sized companies. It brings the core of the business into one system, so every department works from the same, up-to-date information.
General ledger, banking, VAT, budgets and reporting.
Quotes, orders, invoices, opportunities and service.
Requests, purchase orders, receipts and supplier invoices.
Stock, warehouses, batches, serials and pricing.
Bills of materials, production orders and MRP.
HOW IT WORKS
We walk through how this part of your business works today.
Business One is set up to match, using standard features first.
Your users test with real items, customers and transactions.
Users are trained, and we support them as they start.
WORKED EXAMPLE
How a new customer moves through sales.
See It in a Demo →WHY IT MATTERS
See future sales and act early.
Sales, service and finance in one record.
Add users, branches and features as you grow.
Finance, sales, purchasing and stock work from the same data.
Dashboards and reports run on real-time data.
A consultant team that knows your business and region.
IN DETAIL
BEFORE YOU GO LIVE
Having these ready before the first workshop shortens the project and gives you a more accurate proposal.
Free guides and checklists →
WHY WEBTEL
FAQS
Yes. Opportunities, activities, and service are standard, with a browser-based CRM view in newer versions.
Yes. Reports show pipeline and sales by rep, team and period.
Yes. Business One integrates with Microsoft Outlook for emails, contacts and activities.
We use standard Business One functionality first. Where a requirement goes beyond the standard, we recommend a proven add-on or a small, documented extension.
Yes. Business One is modular in practice, so you can go live in phases and add areas as you grow.
Yes, and it is included. Training is role-based and uses your own data, so users learn the process they will actually follow.
EXPLORE MORE
Book a free demo built around your business, or talk to a consultant.