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Microsoft CRM for IT distribution company to improve sales and management ability
A technology company collaborates with many world-famous software manufactures, as to Microsoft, Symantec, Citrix, Adobe, Trend, InstallShield, LANDesk, Sybase, Borland, Oracle, CA, Barracuda, and acts as their certified Solution Provider and Sales Partner.
Background
At present, customer information and other crucial information, the key factors, are normally remembered by the sales workers or recorded in their PCs; the order, delivery and other information are recorded by the commercial workers and even filed; as well as the after-sale workers keep project implementation plans and solutions. All the information is recorded by different workers, thus needed customer information could not be available all at once, and brain drain also causes information losses. Furthermore, the distributors and manufacturers have their own management software, thus it causes inconveniences to the company and cooperators. Therefore, Frensworkz provides Microsoft CRM and Microsoft office integration solution, making communication among the company, cooperators and customers possible.
The goal
Microsoft CRM solution could help the company set up customer-oriented workflow, provide precise and complete customer and order information for market, sales, design and service workers, thus improving work efficiency.
To those IT companies, channel sales, platform, dealers, distributors and users are the key contributors in making profit, while that from direct sales, as to final customers or users, takes a small proportion, thus channel management is of great importance to a company and it is the key in the whole system.
Promote value of distribution companies by elevation of channel satisfaction, loyalty and dedication.
Sales management
This module provides sales representatives detailed customer information and then they could input all information as regulated by sales managers in addition to distribution and agent information, thus offering complete customer information.
 Streamline customer
Streamline according to SM enterprise and large-size customer
Streamline according to divided marketing strategy
Forecast sales
Manage information collection and rivals
Project management
Target at opportunity management of sales representative and sales management group, help company realize sales flow management and promote assistance function during sales:
Project resource management
Project phase management
Project plan management
Project cost management |
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Opportunity means the potential sales chances and which is similar with latent customer. While, they differ slightly in that, we could predict sales income in terms of opportunity, possible deadline and the factors affecting sales. Moreover, opportunity needs co-activating with special price list for pricing the suggested products. Customer may also create a new opportunity basing no current resource, convert fixed potential customer to opportunity instead of inputting new data, then track the opportunity in the sales period.
Complete sales funnel
Accomplish definition and task management during sales
Realize opportunity management
Industrial segmentation regionally
Benefit from Microsoft CRM
ntegrate distributors and manufactured management system to ensure information availability
Avoid the losses of information from drain brain
Complete customer information integration, unified control and analysis
Integrate department information and set up company performance system
Create customer-oriented workflow to improve work efficiency |
IT distribution company in early stage could improve sales and management ability applying Microsoft CRM |
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