Workcube CRM Functions

Transcription

1 Workcube CRM Functions (Sales - Marketing Customer Services - Product - Inventory Management) Corporate Customer Management Active / Potential corporate customer Deine unlimited number of categories for the corporate Deine unlimited number of sectors, Record and track all general, contact and oficial information belonging to the Set an additional data screen parametrically relating to the corporate customers, Add an unlimited number of branch to the corporate Branch administrator access to each branch, and independent communication information, Assign a special attorney to the branch, Display the employees afiliated to the branch, Create customizable targets for the branch, Customizable note recording, Add an unlimited number of employees, Contact, branch, department data entry separately for each employee, System access authorization (partner portal) for each employee, Set an additional data screen parametrically relating to the corporate customer employee, Language selection settings and access to the system in selected language for the employee, Customizable note recording for the employee, Set a team for the corporate customer within company, Track real time turnover, the account balance and credit information of the Provide customer data access and independent transactions for multigroup companies, View all projects related to the View all opportunities belonging to the View all sales offers submitted to the View all sales orders received by the View the bank statement of the customer(display, print, save as document and PDF, ), Deine and manage all credit information belonging to the customer (open account limit, late interest, payment, etc.), Display all deals with the Add and update new deals, Record and update all bank accounts belonging to the Record and update all credit information belonging to the

2 Record and view all notes related to the Record and view all documents related to the Analyze the customer from different perspectives with the analysis forms prepared parametrically (inancial competency analysis, etc.), Retail Customer Management Record and track all general, communication and personal information related to the retail Set an additional screen parametrically for the retail Assign an attorney within the company for the retail Real time turnover, account balance, and credit information View and track all projects related to the View and track all opportunities related to the View and track all sales proposals submitted to the View and track all sales orders taken from the See the statement of account belonging to the (display, print, save as a document and PDF, ) Deine and manage all credit information belonging to the customer (open account limit, interest for the late payment, etc.), Record and update all bank statements belonging to the Record and update all credit information belonging to the Provide customer info access and independent relations for multi-group company, Record and track notes related to the Record and update all documents related to the Analyze the customer from different perspectives with the analysis forms prepared parametrically,deine other customers in relation with the retail customer by degree, Authorize the retail customer with encrypted areas access on website, Set a customer royalty card, Deine additional card users for the customer card, Upon your requests and needs, versatile customer analysis and reports, Sales Management General Features View and track opportunities, proposals and orders on a single screen, Conduct shared sales with the business partners, Online sales integration, Online payment system integration, POS system integration, Mobile sales integration, Manage and track the terms of sales deal integrated with contract Product tracking integrated with product Track product price details and price lists integrated product Track product stock status and stock details integrated with inventory Track enabled sales promotion integrated with campaign module, Opportunity Management Record all kind of opportunities, Record multi-opportunities for the same Attach opportunities to salesperson, Attach opportunities to sales partner, Attach opportunities to a product category, Attach opportunities to a product, Attach opportunities to a project, Create a direct proposal from opportunity recording, Project recording directly from opportunity, Add an unlimited number of followup task, Print opportunity details, Add a document to opportunity recording, Display opportunities by the member( customer) Display opportunities by the milestone, View opportunities on probability level, Word search through opportunities, Save an opportunity list as a document, PDF and send as , Proposal Management Record all kinds of proposal, Set a proposal in different currencies, Product basket with column data prepared parametrically (stock code, barcode, product code, product title, serial number, quantity, unit, price, VAT %, term, 5 different discount columns,

3 line total, line net total, supplier payment method, tax collection, inal total, VAT total, delivery date, total price display, and automated calculation) Add an unlimited number of product to proposal, Add a proposal from barcode device, Attach a proposal to the salesperson, Attach a proposal to the sales partner, Attach a proposal to the project, Conirm proposal, Set an automated order from proposal, Set a due date for proposal (expired offers can not be displayed on proposal list), Shipping methods related to proposal, Payment method options related to proposal, Publish the proposal on partner portal, Add documents to proposal, Deine a category for additional proposal page, Attach unlimited number of additional pages and categories to proposal, Add a content to the proposal, Track the proposal history, Record a project directly from proposal, Print a proposal, convert into PDF and , Tailor-made output templates for the corporate to convert to PDF, print and Proposal copying, Add follow-up tasks to the proposal, Purchase Order Management Record all kinds of order, Online purchase order, Product basket with the column data prepared parametrically, Add an unlimited number of product, Add a product to the order from barcode device, Attach an order to the salesperson, Attach an order to the sales partner, Attach an order to the customer employee, Attach an order to the project, Conirm the order, Set priorities for the order, Shipping methods related to the order, Payment method related to the order, Attach an order to proposal, Make stock reservation while recording the order, Add documents to the order, Instant viewing the contracts in effect, executed with Auto-calculate the cost of the order by the contract terms (Late interest, off-invoice allowance, points depending on the cost of order, product discounts depending on quantity or cost, points calculation per product), Instant viewing the cost of order or up-to-date promotion terms and calculations (free products, gifts, points, coupons, discount%, etc), Track updated order status, The order history Set an automatic production from the order, Create an automatic shipping order, Create an automatic purchase order, Deine an order package information, Record a project directly from the order, Track the delivery report, Print the order, convert into PDF, and , Tailor-made output templates for the corporate to print, convert to PDF and send by , Copy the order, Add tracking tasks to the order, Deactivate the order, Track the quota account of the customer from the order, Quota Management Assign sales quota to the employee, Assign sales quota to the channel members(vendors, franchise, and etc)and their employee, Quota management depending on the sales zones, Provide a quota on turnover basis, Provide a quota on product basis, Provide a quota on product category basis, Add notes to quota info, Quota detail graphic,

4 Sales Planning Deine sales zones in an unlimited number and hierarchy, Deine a sales zone for a particular customer (key account management), Assign a branch, channel member( vendor, sub-distributor and etc)channel member employee for the sales zone, Add a document related to the Zone, Add notes related to the Zone, Assign quota to the zone and track the rate of quota realization, Route (Visit) Planning Unlimited number of Visit planning, Plan visits to multiple members on a single screen, Plan visits for multiple employees on a single screen, View and report the results of the visits, Copy the planned visits, Channel (Partner) Relations and Business Management The entire functions in the corporate customer management (q.v. Corporate Customer Management), Create a speciic targets for the channel members and branches, Deine a system access for each channel member, Add customizable quota and target for the channel member employee, Record a channel member as a supplier and a Provide multi-group companies with independent transaction and member data access Assign a quota to the channel member, Manage the detailed channel system access, Submit online proposal to partner, Shared opportunity Shared project Shared agenda Shared directory Online message, Shared member Online help desk through Partner Portal, Online training through Partner Portal, Partner polls, Document sharing, Partner self service processes (through partner portal) Update the information related to the corporate, branch and employee, Track the self-quotas, Track the self-reports, Rapid communication with the corporate member, Add self-service product, Add self-service product contents, images, and documents, Self service inventory Demand a proposal, Place an order, Contract tracking tasks, Track current account activities and bank statement( integrated with inance module) Add and track service application, Warranty Backup accounts Online training, Campaign Promotion Use and add digital assets (document) Marketing Management Campaign Management Create an unlimited number of timely campaign, Deine a campaign type (category), Deine a campaign stage, Target budget management for the campaign, Publish a campaign in different media and methods (Face to Face, ing, Fax, SMS, Direct Mailing, Web), Attach a campaign to the project, Record a direct project from the campaign, Create a content specially for each media and method ( , SMS, Face to Face, Fax and Web contents), Promotion planning and deining within the campaign, Action planning and deining within the campaign, Deine limitless action stages, Create a campaign team, Deine a target group for the campaign, Campaign notes, ing all target group with just a single click, Add a poll to content, Deine direct mailing templates,

5 Print direct mailing content complying with the templates, Auto-faxing to all target group with one click, Publish Web content, intranet, extranet timely, Send SMS to all target group with a single click, List Manager View a member, target group and contact information by the member categories, Filter repeated records (display as a single record), Person-based Received/Failed Mail tracking Person-based received/failed fax Person-based received/failed SMS Add/Remove a contact in target group list, Search through the list, Bulk /sms within the search results, Auto-labeling from the list, Deine different templates labeling, Target Group Management Create an unlimited number of target group, Deine a target group by the member category/ membership level / gender / marital status/age range/ educational background/occupation/ department/ number of children/location/ membership start-end date/ sector/title/ the number of employee, Attach a target group to the poll Label-printing from the target group list, Target group list printing, converting to PDF and ing, Word search through the target group, Poll Management Create unlimited number of polls, Publish timely polls on Web by the product categories (internet, intranet and extranet) ing polls to target group, Attach a product to the poll, Add questions with single-answer/ multiple-answer, Add unlimited number of answer options, Poll result graphics, Track Attendant-based poll responses Deactivate the poll, Promotion Management Promotion management fully integrated with sales and product Deine a promotion start/end-time based on date, hour and minute Promotion management on the product basis, Attach a promotion to the campaign, Deine a promotion by the amount/ cost of shopping, Discount% promotions, Promotional free products Promotional gifts, Promotion points, Promotion coupons, Periodic premium promotions, Conirm a promotion, Add an icon to the promotion, Sales Budget Management Sales budget tracking by the branch and departments, Add unlimited number of expense categories, Add an unlimited number of budget expense item, Monthly view the annual sales budget belonging to all branch and department on a single screen, Save a budget plan as document, print, convert to PDF and send as , Expense recording and tracking in different currency units, Display the budget plan in different currency units, Reporting Upon your requests and needs, versatile campaign, target group, poll, promotion, and budget reports, Service / Customer Services Management Service/Problem/Claims Application Management Accept online application, Deine priorities for parametric application, Deine a category for parametric application, Deine a category for parametric application status,

6 Deine parametric application step and sub-steps, Attach an application to the product, Attach an application to the branch, Processed/unprocessed application Assignment directory from the application, Warranty inquiry from the application, Similar application inquiry (based on title, category and product), Online communication with the applicant, SMS response to the application, Display the application history, Service Add follow-up tasks to the application, Deactivate the application, Print the application details, Warranty Management Record the warranty information, Warranty tracking based on product, coverage, start-end time, and remaining time, Deine a category for the parametric scope of warranty, Warranty tracking associated with sales partner, Create a warrant number automatically, Backup Account Management Open and manage a backup account Backup account tracking based on category, start-end time, and remaining time, Deine a category for the parametric backup, Track the backup account in relation to the sales partner, Display backup accounts by the categories, Call Center Management CTI (Computer Telephony Integration), Service / Claims / Problem application recording, Inquiry application by the title, category and product through Online help desk, Corporate customer recording, Retail customer recording, Opportunity recording, Campaign Warranty Backup account Litterateur acces, Outgoing SMS tracking Incoming SMS Upon your requests and needs, tailormade call centre reports (received calls and application, responding time by the employee, etc.), Reporting Upon your requests and needs, versatile application service and customer services reports, Product Management General Features Unlimited number of product/ service recording, Barcode device recording, POS System integration, Sales, inventory and price changes information, export/import feature, Online sales integration, Competitive Management, (deinitions of competitive, competitor, competitive price tracking by the product), Deine a target by the branch, Prototype product Scale integration, Deine an unlimited number of product/ service category, Product feature deinitions (colour, size,etc), Deine unlimited number of product units (number, kg, parcel,etc.), Display a product by the category and price list, Product word search, Save the price list as document, convert to PDF, and send as . Product Management Product related info recording and managing (Product title / Category / Unit / Size /Weight / Assembly Code/ / Barcode/ Supplier / Shelf life / Sales Acc. code / Purchase Acc. code / VAT rate/ Standard purchase price/ Standard sales price), Active/ Inactive product, Production/sales/purchase deinitions relating to a product, Deine a product process (suggestion, test, sample, etc.), Deine a product inventory, Competition deining specially for the product, Target market deining specially for the product

7 Assign a product responsible, Record all kinds of product images, Deine unlimited number of tailormade units for the product, Product-related documents recording and Deine the product features, Deine related and similar products Deine alternative products, Product content recording and Deine an automated product tree integrated with Production Planning Module, Track product-related surveys and responses, Deine a product barcode, Track comments related to the product added from Web, Deine an additional info screen for the parametric product, Product warranty info recording, Product Shelf Management (Locations/ Shelf type / Quantity / Shelf sizes / Start-End Date deining and Management), Deine the information of the product cost, Purchase terms tracking (integrated with contract module), Inventory details tracking (integrated with inventory module), Track the details of the product price, Catalog Management Create an unlimited number of product catalog, Add an unlimited number of products to the catalog, Publish a catalog on Web by the user groups, Publish timely catalog on Web, Product catalog basket with the column information prepared parametrically (inventory code for each product, barcode, assembly code, product title, quantity, unit, serial no, price, VAT%, term, 5 distinct discount column, line total, net line total, payment method, total tax, inal total, total VAT, delivery time, displaying total price and automated price calculation), Attach a catalog to the content and publish on Web( integrated with Content Management Module), Deactivate the catalog, Action Management Deine the product actions, Attach an action to the price lists, Attach an action to the campaign, Set a due date for the action, Product basket with the column information prepared parametrically, Automated implementation of the action prices, Deine a condition date for the action, Price Management List Management Deine an unlimited number of timely price list, Deine price lists by the user groups, and publish on Web, Deine price lists by the branches, Deine a pricing method for the price list, Deine price lists by the category, Save price list as document, convert to PDF, and send as , Price Management on Product basis Standard purchase and sales price View price lists including product, Remove product from the price list, Deine unlimited number of sales prices for the product, Track the last purchase prices of the product by last invoice price, Rival product prices recording and Recommend a change in product price, and track recommended price, Product graphic displaying the unitprice changes, Category Management Create a price list by the category, Deine an unlimited number of subcategory for the product, Tailor-made proit margin for the category, Assign a category responsible/s Category storage information (integrated with Inventory Module), Reporting Upon your request and needs, versatile product, price, category reports,

8 Inventory Management General Features Product-based inventory Updated inventory graphic based on the product, Real inventory / available inventory Received order and reservation Display ixed term stock movements (type of documents, on storage basis) Save stock movements as document, PDF and send as , Display product stocks by the location, Display product stocks by the shelf, Create and update purchase slips, Create and update sales slips, Set an auto-shipping order, Create a stock opening receipt, Create inventory slips (Consumption Slip /Wastage Slip / Production Input Slip / Warehouse Slip/ Enumeration Slip), Track a stocktaking by the store/ location, Create an export document from stocktaking, Display capacity and weight information by the real stocks and available stocks on store/location basis, Lead time deining by the store/ supplier, Re-deine the order points, Stock status deining, Alert on minimum stock(urgent order) over User Page Minimum and Maximum order deining, Blocked Stock deining Field Management Deine an unlimited number of store Deine unlimited number of locations Deine unlimited number of location ields (width / height / depth), Deine a branch associated with the store, Assign a store manager/s Deine periodic product category ield by the store and location, Deine a periodic shelf information by the product, store and location, Reporting Versatile stock reports upon your request and needs, Stock Strategy Management Deine a stock strategy by the product (Stock strategy tracking on stock basis), Minimum stock and maximum stock deining,