Vision33

The CRM Dashboard, developed by Vision33 delivers added CRM power to SAP Business One, putting critical information at the fingertips of each of your Sales Representatives. Offering a 360 degree view of the Business Partner experience, the CRM Dashboard provides the ability to easily view and drill down on all Sales Quotes, Sales Orders, Activities and other related sales information from one simple screen. Cost effective and up and running in minutes, the CRM Dashboard delivers a quick ‘One Day To Value’ (1D2V) for your business.

Features

• One click context sensitive buttons for all marketing documents contained in SAP Business One
• Search by Contact or by Business Partner
• Search and filter Activities
• Context and document sensitive information retrieval to the “line level”;
• Open and closed document counts for each Business Partner and the Associated Contacts
• Automatic context switching between AP and AR documents—depending on Business Partner or Contact type selected (i.e., Vendor or Customer/Lead).
  

Benefits

• Faster data entry for Sales Team
• Increased customer Service
• Enhanced user experience
• Training time reduction
• Greater accuracy of information
• Immediate information access and retrieval