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Next level in sales, with the right tools
What are the benefits?
THE COMPANIES THAT OPTED FOR SENIORERP GAINED:
decrease in order processing time
operation speed increase
fewer returns
Lead Generation
The first step in the sales process is the interaction with the potential customer. Make sure you have the right tools to capture all the information you need to complete your sale.
SeniorERP offers an easy-to-use mobile app that helps you record your future customers’ contact details and preferences directly on site.
Visits & Activities
Efficiently organize the work of field employees and allow them to be as productive as possible.
In the ERP mobile app customer visits can be recorded, along with related details and the activities. Furthermore, the agent can receive alerts directly on his/her phone, thus making sure that he/she does not miss any step.
Marketing forms
Keep up with what’s going on in the market to be one step ahead of your competitors. Set up different types of forms in SeniorERP to obtain information about the competition’s products, customer satisfaction, preferences and more.
The field agents can easily fill out these forms during visits, directly from the mobile app, installed on their tablet or phone.
Opportunities
Once you have identified an interest in the products you offer, you can register it in ERP as an opportunity attached to a customer.
With the mobile app it is easy for field employees to add data about opportunities and then convert them with a single click into firm sales orders.
E-mailing services
Communicate faster and more efficiently with partners, with the emailing service available in the SeniorERP application. You can send and receive emails, track their status and the recipient’s activity and automate payment notices.
Create custom templates directly from the ERP system and assign email addresses to new or existing partners.
Custom offer
When the potential customer shows real interest in the company’s products, a sales offer can be added to SeniorERP. This will be the basis for the future sales order, but it is not a document that modifies or reserves the inventory.
An offer can be added from the SeniorERP’s desktop application or from the mobile app during the field visit. Regardless of how it was added, the offer arrives in the same database.
Sales order
In SeniorERP, sales orders can be added directly to the system or can have different sources: ERP mobile app, SFA system, online store, import from external systems such as CRM.
A sales order goes through several stages: confirmation, reservation, picking. A sales order is a document that affects the inventory because the products can no longer be added to other documents once they have been reserved.
Delivery note
This document accompanies the goods from the moment they leave the supplier until they reach the customer. In SeniorERP, one or more orders, in part or in full, can be delivered by one or more delivery notes, and they are invoiced later. In addition, the status of each order or delivery note line can be easily tracked.
It is successfully covered including the scenario in which the customer wants delivery to several addresses, and the invoice to be made cumulatively and transmitted to the head office.
Customer invoice
It is the document that concludes the first part of the sales process. If all system parameters have been set, the issuance of an invoice consists of selecting the customer, the business unit, the invoiced items and filling in the quantities. The rest of the information is automatically filled in based on the predetermined business rules.
Of course, if other sales channels are used, the invoice can be a document automatically generated in SeniorERP.
Supporting you, from the first contact with your customers
Easily add data about potential customers and sales opportunities using the CRM mobile app, accessible from the web or from the mobile phone.
Quickly convert opportunities into sales orders and forward them to the head office for a timely processing.
Permanently adjust the supply to the market demand, collecting information in the field with marketing forms.
Support for field sales teams
Give your field employees quick access to the system, with the integrated SFA application, available on the web or on the mobile phone.
Increase the productivity of sales people by efficiently planning customer visits and activities.
Increase the efficiency of operators by providing real-time information about stocks, prices and customer history.
Automation of the entire sales process
Regardless of the sales channel (direct, online store, telesales, van sales, retail) all orders from the customers arrive in SeniorERP.
Approve the quantities in the sales orders and then send them to the warehouse, so that the goods would be ready for delivery.
Generate subsequent documents at the touch of a button, and all information about quantities, prices or business policies will be automatically retrieved.
Well defined commercial policies
Improve the relationship with your partners by defining in detail discounts, credit limits, payment terms or price lists.
Decrease the volume of uncollected debts, by imposing sales restrictions in case of exceeding a certain value of unpaid invoices.
Efficiently track prices through the price lists in RON or in a foreign currency, expressed in fixed or variable prices.
Motivated sales agents
Easily track sales volumes and encashments for each sales agent.
Set sales targets based on past sales volumes, correlated with company goals.
Each agent can track progress for his own target, to help him make sure that he reaches it.
Companies that chose to automate their operations with SeniorERP:
