Skip to content
SAP Platinum logo
SAP Platinum logo

Your ERP can do more. We make it smart.

AI for Modern Sales and CRM

Use AI to identify sales opportunities earlier, better understand customers, and automate sales processes in a targeted manner. This leads to smarter customer relationships, more informed decisions, and greater revenue potential.
AN Group KI Header Video Vertriebsprozesse | ANG

Others talk about AI. We integrate it into your processes.

Unlock More Revenue Potential in Sales and CRM

Customer relationships, sales activities, and sales opportunities generate valuable data every day. With AI and SAP Business One, you can use this information to prioritize leads effectively, better understand your customers, and identify sales opportunities earlier.

Boost the efficiency of your sales team and strategically develop customer relationships. With AI and SAP Business One, leads are automatically scored, quotes are created faster, and revenue opportunities are identified early on.

Sales teams gain a solid foundation for decision-making based on up-to-date customer, ERP, and activity data. This enables them to better prioritize opportunities, create more accurate forecasts, and optimize sales processes for the long term.

This creates a modern sales organization that capitalizes on opportunities in a targeted manner and supports sustainable growth.
Identify Sales Opportunities Earlier

Automatically identify leads, sales opportunities, and potential. AI analyzes customer behavior, activities, and interactions to highlight opportunities before they are lost.

Targeted Exploitation of Revenue Potential

Actively use customer and sales data to identify opportunities for cross-selling, upselling, and growth. AI highlights where additional revenue can be generated.

Developing Customer Relationships Intelligently

Understand your customers better. AI analyzes communication threads, purchase histories, and activities, and provides specific recommendations for sales and customer service.

Automate Sales Processes

Automate data collection, quote processes, follow-ups, and sales activities. This frees up your team's time to focus on what matters most: the customer.

Automatically recognize and understand orders and process them directly in SAP Business One.

Targeted Development of Financial Processes Using AI

From lead generation to customer retention: AI helps sales teams better understand customers, automate processes, and capitalize on opportunities in a targeted manner.
Evaluate and Prioritize Leads Effectively
Not every inquiry has the same potential. AI analyzes the origin, behavior, and interactions of leads, helping to identify the most promising sales opportunities early on.
Create quotes faster and close deals more quickly
AI helps create quotes, analyzes customer requirements, and automates recurring sales tasks.
Actively Build and Develop Customer Relationships
Gain a better understanding of which customers offer additional potential and which relationships require special attention. AI continuously analyzes customer, sales, and ERP data and provides concrete recommendations for action.
Manage Revenue Potential and the Pipeline Transparently
Gain real-time visibility into sales activities, forecasts, and sales opportunities. AI helps you identify trends early on and continuously improve your forecasts.

Why AI Makes a Difference in Sales

Many sales teams today have large amounts of data on customers, quotes, and activities. The challenge isn’t collecting data, but deriving the right insights from it.
AI provides support precisely in areas where potential currently remains untapped:

AI doesn’t use isolated pieces of information; instead, it directly accesses your existing data from CRM, ERP, and customer communications.
ANG Image Asset No 113 | ANG
ANG Image Asset No 137 | ANG

From a CRM System to Active Sales Management

With automated and AI-powered processes, CRM is evolving from a central data repository into an active sales tool.

Sales opportunities become apparent sooner, customer potential is identified in a targeted manner, and sales activities are prioritized based on data. Instead of relying solely on experience and gut feelings, well-informed decisions are made based on up-to-date customer and sales data. For sales and management, this means:

AI in Sales—Thinking Outside the Box

AI Use Cases for Modern Sales and CRM

🎯 Qualify Leads Smartly
Not every inquiry has the same potential. AI analyzes the origin, behavior, and interactions of leads, helping to identify the most promising sales opportunities early on.
🧠 Create quotes faster
AI helps sales teams create quotes and uses existing customer, product, and ERP data to automatically generate content.
📈 Identify revenue opportunities early on
AI analyzes customer histories, purchasing behavior, and sales activities to identify cross-selling and upselling opportunities.
🤝 Develop customer relationships in a targeted manner
Understand which customers require special attention and where hidden potential lies. AI analyzes interactions, activities, and ERP data to support customer service.
⚠️ Identify the risks of employee turnover early on
AI identifies changes in purchasing behavior, declining activity, or warning signs, and highlights potential customer churn early on.
📊 Analyze Sales Data Smartly
Use up-to-date CRM and ERP data to make better decisions. AI identifies patterns, trends, and anomalies in your sales organization.
🔮 Forecasting Revenue and the Pipeline
AI supports forecasting and sales planning based on historical data, current activities, and sales opportunities.
📝 Automatically manage follow-ups
AI helps coordinate and automatically suggest activities, reminders, and next steps in the sales process.
📧 Analyze Customer Inquiries Intelligently
AI identifies content, priorities, and topics in emails and customer inquiries and helps process them quickly.
💡 Derive recommendations for the sales team
AI analyzes customer, market, and sales data and provides specific recommendations for next steps, opportunities, and actions.
🚀 Suggest Next Steps in the Sales Process
Based on similar sales cases, AI identifies promising strategies and helps sales representatives determine the next steps.
🤖 Sales Copilot for SAP Business One
Use natural language to analyze customer, sales, and ERP data. The Sales Copilot provides answers, analyses, and recommendations for action directly from your system.

// References

From Customer Data to Better Sales Decisions

Modern sales organizations use data, automation, and AI to identify sales opportunities earlier, nurture customers more effectively, and better capitalize on revenue potential. These companies lay the groundwork for this with SAP Business One.
Eiszeit GmbH 3 | ANG
EISZEIT GmbH: Efficiently Managing Customer Inquiries and Order Processes
Centralized data and end-to-end processes lay the foundation for faster response times and better management of customer inquiries and orders.
Feuerring 01 | ANG
Feuerring GmbH: Turning Customer Data into Sales Opportunities
Digitized processes and a centralized database create the conditions necessary for making well-informed sales decisions and strategically developing customer relationships.
Titelbild 1 Ctx | ANG
CT-X Rail Service AG: Digitizing Complex Customer and Service Processes
The digitization of service, maintenance, and business processes lays the foundation for better management of customer requirements, projects, and business workflows.

What is a CRM system?

A CRM (Customer Relationship Management) system helps companies centrally manage customer relationships, leads, sales opportunities, and sales processes. All customer-related information—from the initial inquiry to long-term customer management—is consolidated into a single database.

Modern CRM systems, however, go far beyond simply managing contacts. With AI, customer inquiries are analyzed, leads are automatically scored, sales opportunities are prioritized, and revenue potential is identified. Sales teams gain insights into customer needs more quickly and can make more informed decisions.

AI for Sales and CRM with SAP Business One, Customer Management, and Sales Automation

From the idea to implementation

Solutions for Smart Sales and CRM

Automate lead management, quote processes, and customer service.
Our solutions help you better understand your customers, capitalize on sales opportunities, and streamline your processes.
Frau mit Handy Mobiler Zugriff auf SAP Business One | ANG
SAP Business One Web Client
Access sales data anytime, anywhere

Access customer information, activities, offers, and sales opportunities on the go. This ensures that sales teams—whether in the office, working from home, or in the field—can remain productive at all times and stay close to their customers.

ELO Digital Office and SAP Business One
ELO Digital Office
Intelligently Connecting Customer and Sales Documents
Digitize quotes, contracts, and customer files centrally on a single platform. Information is available at any time and supports seamless processes between sales, service, and customer support.
ANG Image Asset No 133 | ANG
ANG AI Mail-to-Order
Turn customer inquiries into orders right away
AI analyzes incoming emails, identifies relevant content, and automatically transfers inquiries to SAP Business One. Information is processed in a structured manner, and follow-up steps are initiated immediately.
ANG Image Asset 114 | ANG
ANG AI Break
Intelligent price calculation in SAP Business One
Learn how companies can use AI-powered pricing to optimize their quoting processes, make more informed pricing decisions, and respond more quickly to market changes.

Rethinking Sales—with AI

Unlock the potential of your existing systems and strategically develop your sales and customer relationships.

Together, we’ll identify where AI has the greatest impact on your sales—from lead qualification and proposal creation to nurturing existing customers.