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CRM and DMS

Lead To Cash full life cycle management; integrated management of pre-sales and after-sales.

Scenario Features

CRM as a common module, and ERP integration requirements are increasingly high. In addition to the need to meet the pre-sales process management requirements, but also with ERP order execution process real-time interaction, while covering the complete after-sales service process.

发展趋势.png

Key Challenges

CRM products in the current market variety and each has its own advantages, but can achieve seamless synergy with the ERP system is extremely limited.

Order execution of two-way through the demand;
Pre-sales + after-sales management;
Sales team management.

行业痛点.png

Representative Solutions

Oracle NetSuite's CRM and ERP are seamlessly linked to enable the integrated replacement of CRM and ERP.

1、Complete Lead to Cash standard process: from online/offline marketing activities, email marketing, to potential customers, business opportunities, quotes, to the sales contract of the whole process coverage;

2、Provide the ability to synchronise heterogeneous systems from customer master data, product master data, pricing system, inventory, orders, invoicing and collection and other key node information;

3、Complete after-sales service process:

・Connect with pre-sales and sales modules to globally query customer purchase records, product models, maintenance history, maintenance information, etc;

・Docking call centre or customer communication tools, after-sales case creation and tracking, after-sales return and exchange processing (in collaboration with the warehouse), after-sales work order management (parts management, host and parts correspondence query), after-sales service invoicing management and other business and financial integration processes.;

4、With sales team performance management and commission accounting module.

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