SMARTCRM and SAP Business One

One interface, two solutions, endless benefits

Let CRM and ERP work in tandem and take advantage of both systems.

SMARTCRM imports the data provided by the ERP system, SAP business One, via the interface and analyses them in detail. Use all ERP information company-wide in all customer-related processes – always up-to-date at the press of a button or on your mobile device when on the go.

Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to SAP Business One offers many possibilities for data exchange between CRM and ERP systems and can be adapted and expanded according to your needs.

This way, you can exactly select the data you want to see in SMARTCRM from the following options:

Customers, suppliers, prospective customers
Relationships and hierarchies
Employees
Contacts
Visit reports
Product, multilingual product text modules, pictures, prices, price lists, product groups, merchandise groups
Quotation items, quotation pdf, automated tasks to follow up with quotation threshold
Incoming order items
Order back log items
Invoice items, contribution margin per item
Open items
Planning
Projects
Machines
Features
Complaints
Value tables
Discount prices
Targets
Orders, order confirmation, outstanding invoices

Upon request, the following data may also be provided to SAP Business One:

Customers, suppliers, prospective customers
Contacts
Quotation items
Order items
Visit reports
Machines
DMS documents

SMARTCRM & SAP BUSINESS ONE at the STEINMETZ EXPO AG

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