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CRM sales

CRM sales, field sales / mobile sales, CRM customer and contact management, my SAP opportunity Management

Sales

In the distribution process of planning and administration functions of the marketing / sales support. Selected functions are:

Opportunity Management

Opportunity is the technical term for a business (with a customer a company, etc.) that a potential sales opportunity for products or services represents. Opportunities may from trade shows, sales promotions tenders or adult. "A hot lead with the status" may are also converted into an opportunity. This status takes an existing customer is a sale with a new project. The Opportunity Management is an important tool for monitoring distribution, sales forecasts, planning of the selling technique, investigation key decision makers and to calculate the probability of closing and the anticipated completion date. It allows combined view of all activities necessary for the realization of a single Business is required. To the customer at all times competent information provide information on past transactions, make sure your sales staff access to information requests, quotes, orders, but also have to service and complaints. In addition to supporting be in quotation and order process with Sales Automation Solutions the sales planning and preparation of sales forecasts not supported on the basis of completed transactions.

Customer and contact management

With the customer and contact management are on the one hand information client companies recorded (for example) and other contacts customer contacts with the date, contents and results documented. To planning and documenting the activities of individuals and routing of tasks to other employees used the Activity Management.

Telesales

This refers to the sale by telephone. Intelligent Telesales Management supports the sales staff in its sales activities.

Incoming call

The customer calls, is identified by its phone number and passed an appropriate agent, who identified here is client has the address shown on the screen. The agent accepts the call and is in dialogue with the customer when necessary supported by an interactive script. The following options are the agent now available

• Information on customers in the so-called information sheet and in the contact history.
• Support the sales process through product suggestions. Availability of information about products (image, product master, document) in the product info.
• Monitoring of transactions by the credit management. Optional can be paid by credit card, cash or invoice.
• problem-solution search in the database and appropriate responses on questions of the customer.
• Possibility of additional processing of transaction types, such as activities, opportunities and service operations.

Outgoing call

The agent receives a call list for processing. He selects the list a campaign to be processed. Now a list of business partners appear to be called. The agent selects a partner and click the SELECT button. The connection to the customer is established. The system, depending on the nature of the campaign shows either the planned activity or to start the script. A phone call from the agent must be either completed or failed as be labeled. A completed call is in the call list marked accordingly. A call failed with status can be re-edited later.

Field Sales / Mobile Sales

Mobile Sales is an independent mobile component of the mySAP CRM represents that supports the sales of a company in his daily work.

The installed software on laptops enables sales, off-line working to synchronize their data with the R / 3 system and the provision all information which we can best cooperate with the
customer are required. This information includes, among other things Real-time data to:

• Business partners
• contacts
• Products and Services
• Opportunities
• Activities

In addition, Mobile Sales includes features that the Sales Representative give the following options:

• Coordination of activities
• Presentation of product lines and comparison of competing products
• Investment of tenders and contracts directly with the customer
• Check for correct recording of orders
• Confirmation of the configuration, pricing and delivery information
• coordination, the transmission, delivery and storage and outgoing data

 
 




 
 
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