The connection between SAP Business One and CRM

The solution connects and integrates data from both applications in the CRM system. The result is closed customer processes and a 360° customer view with complete digital customer files from CRM and ERP data. Users enjoy the advantages of both worlds in the CRM software.

With the SAP Business One Connector for CAS genesisWorld, all important ERP information is available in your CRM at any time. The interface synchronizes all essential master data such as companies, contact persons, and products. Your sales team can access documents and sales figures even when on the go, without an internet connection (additional modules may be required).

Open items can be displayed during a phone call, for example.

Key features of the solution

  • German and English user interface
  • Mapping of all SAP partner roles in the CRM system

  • Customer cockpits, group and network representation
  • Cross-functional data (organization, division) in a CRM data record
  • Illustration of multidimensional care structure

Existing CAS genesisWorld versions for industries

Benefits & advantages

You are a specialist in your industry and are very familiar with the daily requirements and necessary work processes—we are specialists in the CRM market. We work with you to design a customized solution for your company’s future-proof strategy. The industry modules for CRM genesisWorld from CAS Software AG help us to master your specific tasks.

Synchronization & Integration
in CAS genesisWorld

SAP Business

Kunden / Lieferanten

Kunden / Lieferanten

Ermittlung und Synchronisieurung von Anfahrtspauschalen in CAS genesisWorld.

Ansprechpartner

Ansprechpartner

Abgleich der Ansprechpartnerinformationen. Einzelne Ansprechpartner im CAS genesisWorld können übertragen werden.

Anfahrtspauschalen

Anfahrtspauschalen

Ermittlung und Synchronisieurung von Anfahrtspauschalen in CAS genesisWorld.

Umsätze

Umsätze

Ermittlung und Synchronisieurung von Anfahrtspauschalen in CAS genesisWorld.

Offene Posten

Offene Posten

Ermittlung der offenen Posten.

Auftragsakten

Auftragsakten

Aufträge werden als CAS genesisWorld Projekte Typ „Auftrag“ angelegt. Alle Belege werden zu diesem Projekt verknüpft.

Customers / Suppliers

Customers / Suppliers

Determining and synchronizing travel allowances in CAS genesisWorld.

Contact person

Contact person

Synchronization of contact person information. Individual contact persons in CAS genesisWorld can be transferred.

Travel flat rates

Travel flat rates

Determination and synchronization of travel flat rates in CAS genesisWorld.

Sales

Sales

Determination and synchronization of travel allowances in CAS genesisWorld.

Open items

Open items

Identification of open items.

Order files

Order files

Orders are created as CAS genesisWorld projects of the “Order” type. All documents are linked to this project.

Mehr Informationen zu SAP Business One finden Sie bei SAP Business One (externe Seite).

Erkunden Sie auch unsere Produktlösungen und unsere digitalen Dienstleistungen oder kontaktieren Sie uns direkt.

Start with ease

Seize the opportunity &
make your business fit for the future.

Die Gelegenheit ergreifen &
Ihr Geschäft zukunftsfähig aufstellen.

Experience the simplicity of automation, the power of our technologies, and the impact of seamless integrations. Your journey begins now!