SAP is what every marketing company seeks to make your business profitable
Ronald Socorro | TrustRadius Reviewer
Updated August 07, 2018

SAP is what every marketing company seeks to make your business profitable

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

SAP Business One OnDemand

Modules Used

  • Accounting and Financials

Overall Satisfaction with SAP Business One

The use of the tool allows to have an ERP which is implemented, in general, in all areas of the company, integrates in a coordinated manner in the areas of Marketing, Production, Marketing Channels, Inventories, Administration, Accounting, Finance, Portfolio Management of Customers, Accounts Payable and Charged. Allowing the control of all these functions in a single integrated application.

It is ideal for small and medium businesses, since it is a complete application, with a good technical service, and with accessible costs for the benefits received.
  • It allows making a real follow-up of the state of the company, without the need to wait for periodic reports. This provides a corrective tool for situations that deviate from the standard.
  • It prevents the business areas from working separately so the information is not duplicated and is managed effectively by all involved. thus avoiding conflicts and optimizing resources.
  • It allows the proper management of the client portfolio, accurately projecting the inputs and outputs of resources, products, orders, and invoices. Therefore, the inventory and cash flow are properly managed.
  • By correctly managing cash inflows and customer requirements, a real plan of goals can be established that is adjusted to the company's capabilities.
  • It is a standardized program in its use, with a parent company with decades in the market and renowned, which provides adequate user support to the tool.
  • The learning curve is greater than other programs of its type. You need staff who previously worked with the tool. The learning time is going to be high. Being a more developed tool, the user requirements are high compared to other similar ones.
  • Visually, it is a sober program. I believe that the presentation could be improved by adjusting it to the user level with which it is worked. In order to make it more user-friendly, we must not forget that a tool such as an ERP will be used by all areas of the company, which includes inexperienced personnel up to senior levels.
  • They should improve the integration with other tools that do not belong to the SAP family. In today's world, emphasis should be placed on emails, social networks, mobile applications, applications of calls and messaging, as well as providing adequate storage access on the cloud.
  • The implementation of the tool is in accordance with the type of program, however, for people who have not worked with programs of the SAP family, it will require more implementation time, as well as intensive user training courses.
  • The first impact we measured in the implementation of this tool was saving paper for printing, invoices and security paper, and savings in the issuance of reports that have allowed the reduction in 10% of administrative expenses.
  • In the second chronological order, we have reduced the storage and transportation expenses by 8% because we can monitor the behavior of the client portfolio in an adequate manner, making an adequate use of the inventory, largely due to the sales forecasts made by the billing team.
  • Reduction of 15% in accounts receivable, since a collection task has been carried out adjusted to each client, in the same way, we have reduced the banking leverage by improving our cash flow as we will only use the banks for investment in assets.
Some issues were:
-The cost-benefit ratio.
-The technical requirements of software and hardware for the implementation of the system.
-The knowledge interviews with all the users, to be able to determine the training phases of the application by area.
-The integration tests between the different areas, as well as the issuance of the reports and documents.
Conduct interviews with the administrative and accounting areas, ask about the experience with the tool, make free test modules to detect the possibilities of use, as well as, validate the necessary investment for the implementation of the program with the system area, to determine if it is the most viable option
This tool is ideal for companies that are dedicated to the management of wholesale sales, marketing and distribution of retail products, the way it integrates inventory management tools, marketing, sales, as well as the management and projection of client portfolio is ideal for this type of company. For companies of services and factoring, more friendly applications are recommended. I would choose SAP for its reputation, tradition, and seriousness.
As we have already described, it is an ideal tool for small and medium companies, with a well designed ERP system and adjusted to the reality of the business. It is a sober, reliable tool with extensive experience in the development of administrative tools. The cost-benefit ratio is appropriate for companies of this size. The points of improvement are the integration with other platforms and the visual interface for average users.

SAP Business One Feature Ratings

Accounts payable
9
Accounts receivable
8
Global Financial Support
8
Primary and Secondary Ledgers
7
Intercompany Accounting
8
Localizations
8
Journals and Reconciliations
7
Enterprise Accounting
8
Configurable Accounting
8
Centralized Rules Framework
7
Standardized Processes
9
Automated Invoice Processing
8
Shared Services Payments
8
Billings Management
7
Customer Receipt Applications
9
Customer Collections
9
Revenue Recognition
8
Cash Management
9
Asset Management
7
Travel & Expense Management
7
Budgetary Control & Encumbrance Accounting
7
Period Close
8
Transactions Tax
8
Subledger Reconciliations
8
3rd Party Accounting Systems
9
Inventory tracking
9
Automatic reordering
8
Location management
8
Manufacturing module
9
Pricing
9
Order entry
8
Credit card processing
9
Cost of goods sold
8
Order Orchestration
9
End-to-end order visibility
9
Order exception Resolution
9
Pay calculation
8
Benefit plan administration
9
Direct deposit files
8
Salary revision and increment management
9
Reimbursement management
9
Dashboards
9
Standard reports
7
Custom reports
7
API for custom integration
7
Plug-ins
7
Role-based user permissions
8
Single sign-on capability
8
Award Lifecycle Management
8
Spending Control
8
Indirect Cost Management
7
Billing
8
Budgeting and Forecasting
8
Project Costing
8
Cost Capture
8
Capital Project Management
8
Customer Invoicing
9
Customer Contract Compliance
9
Project Revenue Recognition
8
Project Financial Performance Analysis
7
Project Financials Dashboard
9
Real-time Financial Reporting
8
Embedded Business Intelligence
9
Project Planning Collaboration
8
Project Planning and Scheduling
9
Project Manager Dashboard
9
Resource Manager Dashboard
8
Task Insight for Project Managers
8
Project Manager Mobile Functionality
8
Team Member Task Collaboration
9
Team Member Mobile Functionality
7
Project Candidate Search
7
Project Candidate Comparison and Analysis
8
Defineable Resource Pools
8
Defineable Resource Pools
7
Talent Profiles
9
Real-Time Project Reporting
8
Absence Management
8
Product Lifecycle Management
9
Sourcing Team Collaboration
8
Sourcing Analysis
9
Bids Analyzed and Compared
8
Catalog Shopping E-Commerce for Employees
8
Contract Authoring
8
Contract Compliance Management
8
Contract History
8
Contract Renewal Automation
8
Contract Repository
9
Contract Standardization and Enforcement
7
Electronic Signatures
9
Invoice Automated Matching
8
Purchasing Risk and Compliance Management
8
Requisitions-to-Purchase Orders Integrated
9
Spend Compliance Management
9
Supplier Assessment
9
Supplier Communication and Collaboration
7
Supplier Management
9
Supplier Portal
9
Risk Repository
9
Control Management
9
Control Mapping
8
Control Efficiency Assessments
9
Automated Control Assessments
9
Assessment Capture
9
Issue Detection
8
Automatic Notification
9
Remediation and Certification
9
Transportation Planning and Optimization
9
Transportation Sourcing Management
9
Transportation Process Integration
9
Transportation Execution Management
8
Freight Payment Automation
8
Trade Management
7
Trade Regulatory Compliance Management
7
Customs Entry Management
8
Customs Document Management
8
Customs Document Collaboration
8
Fulfillment Management
7
Inventory Visibility
9
Warehouse Workforce Management
7
Production Process Design
7
Supply Chain Business Flows
9
Production Management
8
Contracted Manufacturing Management
8
Configuration Management
8
Work Definition
8
Work Execution
8
Advanced Fulfillment
9
Manufacturing Costs
8
Forecasting
7
Inventory Planning
9
Multi-tier Supply Chain Planning
8
Performance Monitoring
8
Ideation Management
8
Requirements Management
9
Proposal Management
8
Innovation Portfolio Management
7
Product Master Data Management
8
Vendor Portal
8
Project Portfolio Management
8

Partner Experience

The ability to develop modules that adapt to new fiscal, monetary, and tax policies to avoid problems of this nature for the company. In a fluctuating economy, with changing policies at the monetary, fiscal, and tax levels. With a legal framework that requires changes periodically, it is important to have experts who know this reality and adjust quickly.

It is a tool developed by a parent company with extensive experience in the sector, has specialists in each area, as well as a long career. It guarantees the technical quality based on the practice of years of attention to the user requirements, which makes them very competitive in this aspect.

Using SAP Business One


Being a high profile tool, a user level with specific experience and skills is required to use the program. Which deserves special attention in the junior staff, requires a good management of the administrative part to develop all the benefits of the program. For young and inexperienced people the interface is not flashy. Although it is a very complete program.
ProsCons
Like to use
Relatively simple
Well integrated
Consistent
Feel confident using
None
  • It is a tool that gives you all the necessary information, the data you need to make the right decisions.
  • The design is elegant and sober, offers a corporate image.
  • It is a reliable and safe tool, giving guarantee of data integrity, also manages a good accessibility scheme by user profiles.
  • The user level learning curve is slow, especially if you have not worked with the tool before. It is a complete program, which can generate the feeling that it is not friendly, the interface is serious. Since there are many options and modules, it can generate confusion in the average users.
  • User profiles, if they are not well designed, do not allow the handling of unauthorized parameters. Therefore, the Work Flow and all those involved in it must be handled very well, along with their functions. To avoid accessibility problems.
  • The reports must be well defined, otherwise there is a risk of not presenting the desired data, since many reporting options are available.

Using SAP Business One

5 - 

All operational areas of the company use the tool, administration, accounting, finance, sales force, financial planning, monitoring and control. Basically all the work flow is involved in the use of the tool.

It allows to perform all the necessary follow-up to the management, the accounting and administrative processes of the company can be simplified.
1 - . They must be highly qualified professionals, with extensive technical experience and proper management of the tool, with a minimum of 2 years as technical support, it is important that they have an administrative and accounting base, which allows them to understand the requirements of the users and be able to detect them in time. solutions and improvements in the application of the program.
  • The inventory management, purchasing requirements, as well as the sales projection, allows for an adequate attention of the clients and needs.
  • The accounting management, the tool is very robust in this aspect, allowing in real time to determine business needs. Provides data that allows designing sales plans, reducing costs, strengthening profitability strategy.
  • Administratively it is a very strong program, it contemplates all the scenarios and administrative needs of the company. It is very well developed in this aspect.
  • Inventory management, markenting needs and planning promotion strategies for seasons and product lines.
  • Appropriate accounting management of the company, as well as, adaptation to tax policies that may change, to avoid penalties or fines.
  • Reports, graphs and tools for monitoring business management.
  • Integration of markenting tools, social networks and promotion.
  • Integration with other sales force tracking tools, and mobile apps.
  • Management of editable reports in real time by those involved, facilitating decision making
As I said before, it is a first level tool, well developed, and with very strong development support, although the learning curve, its implementation, the cost-benefit ratio, the price and the user experience is not the most suitable for small and medium-sized companies. It is a company with extensive experience, market positioning, technical support and expanded use.

Evaluating SAP Business One and Competitors

  • Product Features
  • Product Reputation
  • Prior Experience with the Product

SAP is a company with more than 3 decades of experience in the market, they are developers of accounting and administrative tools of first level. They have experience, reputation and market positioning, they are well developed products.

Therefore, their programs are reflections of all the experience accumulated over the years, which allows us to improve previously presented errors, in addition to adapting to the new needs of our clients.

Investigate in the written reviews of the program, make free tests of other similar programs, in order to determine which is the one that adapts to the size of the company.

Involve the end users in system tests, evaluating their reaction, as well as, a survey to poll their impressions with the program if they have worked previously.

SAP Business One Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Quick Initial Response
None

SAP Business One Implementation

Not sure - 

I can not discuss this aspect in detail, since I am a user and not a system developer.