OLK WebAgent for SAP Business One
Simplify sales tracking & close more deals faster with OLK WebAgent for SB1
OLK WebAgent is a native web browser based tool, designed to optimize commercial and logistic processes. Easy to implement and manage, and with full integration to SAP Business One built in.
Hardware independent, it opens access to SAP Business One areas such as Business Partner Master Data, Inventory, Prices and marketing documents to users anywhere in the world via any device with a web browser and connection to the internet.
OLK WebAgent also offers various procedural benefits, including simple and efficient management of branches, flexible authorization flow management, alerting options and built-in, highly configurable reporting and dashboarding tools, all aimed at providing the business with both the control and efficient access to reliable data required in the modern commercial world.
Our OLK WebAgent for SAP Business One will help your business increase lead conversion, sales productivity and forecast accuracy with the following capabilities:
- Accessibility: 100% online – access information anywhere, anytime
- Centralized data: lead, partner, and customer information all in one location
- Automated sales processes: Increase and optimize sales, reduce closing time, and increase quote-to-sale ratio
- Mobile application: Track and close your sales deals on the go
- Web-based interface: Create quotations, invoices, orders and new clients from any internet connection
- Robust reporting: View customizable dashboards and reports from anywhere without compromising system security
Available Documents and Functionalities
Sales
· Opportunities
· Sales Quotations
· Sales Orders
· Deliveries with or without picking list
· Returns
· A/R Down Payment Request
· A/R Down Payment Invoice
· A/R Invoice
· A/R Invoice + Payment
· A/R Credit Memo
· A/R Reserve Invoice
· Sales Document Printing
· Keep special prices and discounts configured in SAP Business One
· Product movement visibility
Inventory
· Item Master Data
· Define bar codes
· Good Receipts
· Good Issues
· Stock Transfer Requests
· Stock Transfers
· Inventory Revaluations
· Visibility of commited inventory in quotations
· Compatible with bin locations configured in SAP Business One
· Incoming inventory check tool (from POs)
Purchasing
Purchase Requests
· Purchase Quotations
· Purchase Orders
· Goods Receipts PO
· Goods Returns
General
· Multi-company
· More flexible approval Procedures
· Business Partner Master Data
· Activities
· Incoming Payments
· Banking Document printing
· Query Manager
· Internal messages and alerts configurations
· Multiple Branches
· Product catalogs with advanced filters
· Reports and customizable dashboards
· Export documents to Excel or PDF
· Price list visibility
· Compatible with UDFs and UDOs created in SAP Business One
· Document follow-up wizard
OLK WebAgent for SAP Business One Features
The OLK WebAgent for SAP Business One and E-commerce platform, OLK, provide businesses with the necessary tools to manage and optimize all sales activities, including: lead, customer and partner management, activity management, sales automation, order processing, support, collection, and reporting.
Lead Management
OLK WebAgent allows your business to manage and monitor in real-time your leads captured from OLK WebStore or your Web site, as well as those manually entered by sales reps. You are able to respond to leads in seconds or minutes, not hours or days – leads will never fall through the cracks.
With a single location for all information on your leads, the OLK WebAgent for SAP Business One allows higher productivity and greater pipeline visibility to close more deals faster. You no longer have multiple locations to update and record lead data or track activity. And because OLK WebAgent is Web-based, the automated sales processes and lead data is securely available anywhere, anytime.
Customer and Partner Management
OLK WebAgent provides a 360-degree view of each partner and customer. With deep knowledge of every customer and partner in one location you enable your business to enhance collaboration and foster long-lasting relationships.
Activity Management
Sales reps and businesses can stay organized and coordinate their activities to give customers the quick responses and prompt attention they need. With the OLK WebAgent for SAP Business One, OLK, you enable your sales reps to schedule and manage tasks more efficiently, and review previous activity, such as meetings, tasks and phone calls, allowing your sales team to reduce sale times and increase productivity. Additionally, activity reports can be designed and generated for up-to-date information of all your critical business/sales activities.
Sales Automation
OLK WebAgent allows your business to automate sales processes for qualifying, quoting, negotiating and acquiring a customer. OLK sales force automation capabilities enable you to get rid of redundant tasks while standardizing routine sales activities and quicken the sales close time.
Here are a few of the sales automation benefits you will receive with OLK WebAgent for SAP Business One:
- Access inventory and price lists from anywhere
- Send and receive sales documents according to custom workflow management rules from any computer
- Respond quickly and confidently with access to real-time accurate data
- Create multi-step approvals for sales and/or business processes, such as discount requests, price negotiations or sales approvals
- Design custom workflow management rules and alerts based on any business event
Order Processing
OLK WebAgent for SAP Business One a step above and beyond the competition. With complete integration to the OLK E-commerce Web Store and SAP Business One, OLK allows sales reps to process orders from any internet connection, as well as check order statuses and provide insight on billing inquires with no re-keying of data.
Support
Collect customer support requests from all your channels with the OLK WebAgent for SAP Business One. OLK WebAgent provides a central location to track, manage and resolve customer issues and information requests. Furthermore, OLK WebAgent gives sales managers the capability to send customer and partner surveys to gain valuable insight into their behavior, needs and wants.
Collection
OLK WebAgent for SAP Business One effectively allows your business to integrate the complete customer lifecycle on one platform, including collection of account receivables. With OLK WebStore and OLK WebAgent integrated with SAP Business One, you are able to accept/receive payment directly on your secure Web site, and track, monitor and manage the collection via OLK WebAgent.
Reporting & Forecasting
OLK WebAgent for SAP Business One enables sales reps and executives to have access to custom designed and 11 standard real-time reports with sales pipeline visibility, won and lost opportunities, sales forecasting and more. Gain a real-time perspective on your entire business via the customizable OLK WebAgent dashboard which provides consolidated views of real-time sales data. By providing instant and comprehensive information, businesses are able to make decisions confidently and quickly based on accurate data.
Customization
No business is created equally. And that is why the OLK WebAgent has been designed to offer businesses complete customization so they can tailor the it to their specific business model. Business professionals can easily customize the agent sales force automation with ease, while those with working knowledge of SQL have a full choice of coding availability for in-depth customization.
Web-Based Sales Agent for SAP Business One
OLK WebAgent leverages the power of private cloud computing with industry leading implementation times. You can be up and running in a day, and immediately start seeing a positive impact on your business.
OLK WebAgent for SAP Business One is truly an end-to-end sales lifecycle management solution. With one central location for all information, OLK WebAgent covers every customer touchpoint and every stage of the customer lifecycle. And since OLK is highly customizable, you are able to tailor the private cloud sales platform to your specific business needs.
The 100% integrated SAP Business One sales cloud allows businesses to tightly manage their sales process by connecting sales, marketing, and partners to one platform where they all have access to real-time data and best business strategies. Businesses are able to optimize the sales process and sales agents are able to close more deals and help the business grow.
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All of the above, plus amazing customization, service & support
