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CRM Made Simple for SAP Business One

Regardless of where new opportunities arise, your Sales team needs to have real-time access to accurate customer data to close new deals and service existing customers.

Providing your Sales team with access to the right information where and when they need it will reduce their administrative efforts and allow them more time to deal with current customers and prospects. Designed to support the complete sales function from lead generation through sales and customer service, the Sales User extends zed Employee Portal's benefits specifically for sales team members, wherever they go.

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Sales User Highlights

Drag and Drop Opportunity Dashboard

Simply drag and drop to move opportunities forward along the pipeline, change the sales amount, manage tasks and notes and drill down to see more detail. The dashboard shows how your team is performing and helps you focus on the right deals if an extra push is needed.

Track, Manage and Analyze Sales Activities

For each and every sales opportunity, you’ll have the ability to add notes, store and track tasks, and assign tasks to employees with automatic email notifications. With all of this information at your fingertips, you’ll be ready for anything.

Anytime, Anywhere Mobile Access to SAP Business One

With the iPad app for the Sales User, sale representatives are empowered with the ability to enter sales orders, generate a sales quote on quantity and price, and more while on the road or away from the office. Let your sales team stay connected with SAP Business One!

Real-time Integration with SAP Business One

When a sales representative modifies a field in the Sales User for zed Employee Portal, such as adding or modifying Business Partners, opportunities and activities, the information is updated in real-time in SAP Business One. This means that you and your sales team will always have up-to-the minute data necessary for key decision making.

Exceed Customers’ Expectations

Enable employee access to customer information to quickly identify cross-sell and up-sell opportunities, locate pricing and availability of products and assist customers with order and shipment status.

Dynamic Reporting Driven by SAP Business One Sales Queries

Extend SAP Business One Sales queries to your field staff in a format that is useful to them. With real-time analytic tools, your sales representatives can customize Web-based reports to view specific sales data that allows them to be responsive to new sales opportunities.

Take zed Sales User for a test drive with our interactive demo or contact a zedSuite sales representative and find out how you can extend the power of zed Employee Portal with Sales User.