The manager agreed with the client to conclude a deal. Received his details and entered them into the ERP system. He spent no more than 5 minutes preparing a commercial proposal, since it was compiled automatically on a ready-made form; the manager only selected the necessary items from the database. Based on this document, a contract is drawn up, which is then approved in the system by the necessary officials. There is no need to ask a lawyer about this and wait for help, which allows for a significant increase in the efficiency of communication. Based on the contract agreed with the client, the manager issues an invoice using the details that are already saved in the system. The future consumer receives an invoice from him by e-mail with the company seal and the necessary signatures.
After payment, the accountant enters teacher database the statement from the client bank into the system and all employees related to this transaction can check the availability of positions by logging into the ERP from their work computer. No one will have to bother the client or the accounting department with calls with questions.
Having made sure that the payment has been made, the manager makes an electronic application for the collection and shipment of goods or for delivery, which will be handled by a logistician. After this document is completed, the system automatically creates a reservation for this product in the warehouse. Now the products are guaranteed to wait for their customer. There is no need to print invoices in advance. Warehouse workers track all stages of the transaction in the same ERM system.
On the eve of the customer's arrival or shipment for delivery, the warehouse staff begins to assemble the order. The warehouses practice address storage of goods, there is a marking system. To find the desired item, it is enough to specify the address of its location. After assembling the order, the status of which is visible in the system, the manager tells the client that everything is ready for receipt. During the shipment of goods to the client, it turns out that he did not calculate the capacity of the car and he cannot take several items. He takes exactly as much product as fits. The warehouse employee creates a consignment note for the shipped goods in the system, prints it out, puts a seal and a signature. The client will pick up the remaining items tomorrow and immediately receive new documentation for them.
What took several days in company Y and resulted in the loss of a client, employee and part of the client base, took 2-3 days in company X. The consumer is satisfied and will probably return for services. In this case, we see that automation of enterprise activities is one of the significant methods.
Any company manager is interested in how to improve sales efficiency. It is necessary to start with diagnosing the current situation. To do this, it is necessary to prepare a system of evaluation criteria. Having understood the level of the company's efficiency, it will be easier for the management to build a development strategy and monitor its implementation.