Sales Management Center

Transcription

1 Sales Management Center Overview - 1 -

2 Contents OMNITRACKER Sales Management Center at a glance Key features Processes Lead Management Opportunity Management Order Management Contract Management Invoicing Campaigns Web portal Extensibilities - 2 -

3 OMNITRACKER Sales Management Center at a glance Comprehensive software for planning, implementation and control of the company s sales processes Complete projected sales process from beginning with client contact through to billing One platform for the tracking of entire communication and interaction between customer and company Structured and efficient processing of sales activity is ensured - 3 -

4 Key Features 1/2 Planning and management Management of costumer data Management of Leads and Sales projects Management of Offers Order confirmations Contracts Invoices Reminders Credits Campaign functions Interface and display Display of sales process Generating management reports - 4 -

5 Key Features 2/2 Processing and monitoring Tracking of all client interaction (phone, , web) Creating and processing of sales activities Creating and processing of sales projects Automated reminders Article data and price lists Management of sales partners Multi-client capable Multi-currency capable Miscellaneous Interfaces to third-party systems Web interface Integration of other OMNITRACKER solutions - 5 -

6 OMNITRACKER Sales Management Center at a glance The application integrates the processes: Lead Management Opportunity Management Order Management Contract Management Invoicing Invoice Credits Reminders Campaigns Processes supported by the application: Customer data Management Client characteristics Price lists Article management OMNITRACKER Task Management - 6 -

7 OMNITRACKER Sales Management Center: Overview I - 7 -

8 OMNITRACKER Sales Management Center: Overview II - 8 -

9 Lead Management Lead Management for recording, filtering, forwarding and tracking of all requests in a company Filtering of junk s and junk internet requests via OMNITRACKER Bridge: Linking of customer requests with sales projects and finance objects Access to master data throughout the process Goal Securing the tracking and documentation of each lead and its source Filtering of unqualified requests and junk s to reduce administrative effort - 9 -

10 Sales Request for tracking Leads

11 Sales Project: Opportunity und Quotation Management Sales projects contain the processes Opportunity and Quotation Management Opportunity Management begins with the recording of a sales project, mostly subsequent of Lead Management The creation of offers relating to the customer request is covered by Quotation Management Covering of all sales activities of the sales process until accepting an offer Goal Enhance quality of customer contact Monitoring and tracking of the overall interaction with a client (e.g. phone calls, s etc.) Complete view of sales projects and their dependencies

12 Offer Management Creation of an individualized offer for the customer Offer creation based on customer data and article management Automatic offer creation from article lists Managing different versions of an offer Finance objects for implementation and control of the sales process

13 Finance objects within OMNITRACKER Sales Management Center Finance objects: Finance objects in OMNITRACKER Sales Management Center: Quotes Contracts Invoices Reminders Credits Basis for finance objects: Customer data Client characteristics Generating of ready-to-send documents via the reporting tool Crystal Reports" Interface for data transfer to financial accounting available

14 Contract Management Assignment of a contract as finance object: Refers to sales project Basis for additional activities (e.g. Invoicing) Data transfer to a third-party system (e.g. ERP, FBU) possible Possibility to generate management reports All documents concerning a contract can be managed as attachments

15 Invoicing Management of finance objects, e.g.: Invoices Credits Reminders Electronically sending of correspondence possible Integration of digital signature Access to price lists and article data Supported interfaces by cooperating systems (ERP) Transparent and current project display

16 Campaigns Campaigns: Organisation and execution of campaigns Mailing lists to define receivers via: Filter List Combination of filter and list A newsletter's content can either be Text HTML Attached file Possibility to send a newsletter to the receivers of one or more mailing lists

17 Reporting Management Reports to display relevant information at a glance

18 Web Portal OMNITRACKER offers a web portal for partners Access to OMNITRACKER Sales Management Center via web browser

19 Extensibilities OMNITRACKER Sales Management Center can be integrated in current OMNITRACKER installations. Integration of further OMNITRACKER solutions, e.g. OMNITRACKER Project Management Center or OMNITRACKER Task Management

20 Thanks for your attention! Questions?

21 Software Solutions GmbH D Eckental Austria GmbH A-1010 Wien Technologies NV/SA B-3018 Leuven Nederland NL-2517 Den Haag OOO (Russia and CIS) RUS-Moscow GmbH (Schweiz) CH-8808 Pfäffikon USA US-New York, NY