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Create opportunities from sales quotes automatically

Pipeline reports—the lifeblood of every sales organization—come standard with SAP Business One’s opportunity module. Many companies, however, haven’t adopted the module or its reports because sales doesn’t consistently create or maintain the opportunity records that host the data.

Companies often manage their pipeline with spreadsheets or custom reports, which require time and money.

By automating these functions, companies can:

  • Improve pipeline visibility, accuracy, and sales forecasting

  • Quickly perform win/loss analyses

  • Use the prebuilt opportunity reports in B1

  • Reduce pipeline maintenance

Any company that wants visibility into its sales pipeline.

This automation:

  • Generates an opportunity every time a quote is created and links the quote and opportunity records automatically

  • Synchronizes changes made to a quote record (total deal value, account owner, and status) with its linked opportunity

  • Automatically changes opportunity status when quote status is changed

    • Close quote without an order -> Opportunity status changes to ‘lost’

    • Close quote with an order -> Opportunity status changes to ‘won’

This automation is customizable.

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Although Automations for SAP Business One is designed to automate specific business transactions and processes, no two companies are alike. SAP Business One queries and Saltbox workflows, the key components of these automations, are easily customized, ensuring that the solution you buy addresses your business requirementsnot someone else’s.

Business Benefits

How It Works

Who Is This For?

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Customizing the Automation

 

About Automations for SAP Business One

Automations for SAP Business One transforms manual tasks into automated workflows, saving teams time and eliminating mistakes. Each automation performs a critical function for one or more business lines and delivers specific business outcomes, including improved cash flow and increased process efficiency. Automations for SAP Business One is powered by Saltbox, Vision33’s exclusive cloud-native integration platform as a service (iPaaS). It unlocks limitless potential for your business—from seamless integrations and automations to enhanced functionality for your core business systems like ERP and CRM.

 

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