JD Edwards EnterpriseOne CRM Sales Force Automation
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JD Edwards EnterpriseOne CRM Sales Force Automation
Benefits
? CRM is a customer management tool that enables you to get in detail information about each customer. By using CRM, you can:
? Raise customer satisfaction ? Increase demand predictability ? Increase enterprise profitability ? Improve customer loyalty ? Create stronger relationship
Features
? CRM Sales Force Automation (SFA) consists of applications for sales representatives and managers to automate, standardize, maintain and analyze sales application.
? CRM Sales applications can be used to automate, successfully manage the organization's sales strategies, sales force and sales opportunities
Process Flow
Lead Import Sales team alignment Customer
Contact
Products shipped
Lead Import convert
Opportunity Quote
Sales Order
Customer billed
Proposal generation
Front Office Back Office
Commissions Paid
Effective and Efficient Selling
? Before sales representatives can complete the steps in the sales cycle, you define:
? Sales methodologies. ? Qualification parameters. ? Industry groupings and territories. ? Sales team alignment.
Identifying Leads
? When you enter leads into the system, you specify the main contact person's name, company, title, address, phone number, fax number and email address.
? The lead includes information about the potential customer:
? Status ? Date and time ? Industry ? Web site ? Credit
Entering Sales Opportunities
? To manage and maintain the opportunity effectively, you must provide as much as information as possible to each member of the sales team.
? Products and quantities the customer is interested. ? Factors that drive the customer's decision to purchase goods and
services. ? Influential people that make decisions. ? Cost for the sales team. ? Activities that should be completed for a successful sale. ? Members of the sales team.
Customer Detail Information
The Sales tab displays information
for SFA.
Central entry point for customer information
and transactions.
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