Database Reference
In-Depth Information
(d) Sales management
1.
Does the CRM assist in identifying the offering (products and services) to it the
customer's needs on the basis of captured information?
2.
Does the system provide
offering conigurator
to it the customer's need based on
captured information?
3.
Does it provide for the development of requirements for selling compatible
products and services, that is, up-sell/cross sell offerings?
4.
Does the system provide templates for proposals/quotes, opportunity/call
allocation report, call report for sales person, route plan report for sales person,
expense report for sales person, etc.?
5.
Does it provide for customizations of these templates?
6.
Does the system provide for the generation of proposal/quotation incorporating
the relevant customer, product, pricing, commercial, and statutory information?
7.
Does it provide for automatic transposition of the proposal information to the
order (in case of receiving a conirmation on the proposal)?
8.
Does the system provide facilities for the generation of proforma invoice or invoice
incorporating the relevant customer, product, pricing, commercial, and statutory
information?
9.
Does the CRM provide for tracking order completion and provide automated
notiications of orders that are not completed within a speciied due date or within
a predeined period?
10.
Does it provide the ability for notifying a customer of the order status?
11.
Does the system provide prompts/alerts for campaign management, opportunity
management, proposal/quote generation, product coniguration, proforma invoice/
invoice generation, expected future activities for sales personnel, development of
offerings, etc.?
