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Turn Data into Deals: Mastering CRM in SAP Business One

Webinar Details:

Date: Wednesday, February 25, 2026

Time: 1:00 PM EST
Featuring:

  • Wilmer Marquez - Pre-Sales Consultant, Quaint Business Solutions

  • David Strausser - Head of Sales, Quaint Business Solutions


Sales should feel intentional and connected, not scattered across systems or dependent on constant follow-ups. Many growing businesses struggle with limited visibility into their pipeline, unclear ownership of opportunities, and customer information spread across too many places.  This webinar is designed to help you regain clarity and refocus on how your sales process actually works.

Join Quaint Business Solutions for a guided walkthrough of the CRM capabilities built directly into SAP Business One. In this session, our team will demonstrate the Web Client experience and highlight key functionality in the standard B1 client. 

You’ll see how SAP Business One organizes customer data, activities, and opportunities in a single centralized system, ensuring consistency across your sales efforts. We’ll explore tools such as Business Partner 360, Sales Opportunity Management, and embedded analytics, all with a focus on how they support daily sales work rather than adding complexity.

What You’ll Learn:

  • Where SAP Business One CRM data lives and how to actually use it

  • How to see the full customer picture with Business Partner 360

  • Simple ways to track and manage sales opportunities without extra work

  • How to cut down on manual follow ups using built in activities and reminders

  • What your sales pipeline really looks like and how to trust the numbers

  • How dashboards surface the insights sales teams and leaders need
    How SAP B1 connects with Outlook and Office 365 to support daily workflows

If you’re ready to see your sales data clearly and use it with confidence, we’d love for you to join us. Save your seat and take a meaningful step toward sales operations that truly support your growth.

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