Thursday, February 13, 2014

Core Modules - Pricing

(Source: www.bsdinsight.com)
Pricing capabilities support automatic pricing during key order transactions. Two basic pricing models are used:
  • Best pricing for sales quotes and sales orders
  • List/discount pricing for scheduled orders



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Core Modules - Sales Analysis

(Source: www.bsdinsight.com)
Sales Analysis monitors salesperson productivity and effectiveness as well as giving greater visibility on sales by product line or item:
  • Provides ranking of items by sales, margin, or quantity
  • Integrates with Sales Orders and Invoicing



For more information, please go to 

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Core Modules - Sales Orders

(Source: www.bsdinsight.com)
Sales Orders and Invoicing provide a variety of methods for order creation, credit verification, confirming orders, inventory allocation, picking and shipping products, processing invoices and handling returns.
  • Sales Orders can be created from Sales Quotes, received electronically using EDI or entered manually
  • Integrates with Pricing to accommodate a wide range of pricing situations, allowing for best pricing
  • Automatically transfers posted invoices to Accounts Receivable for aging, payment maintenance, and integration with General Ledger
  • Correction Invoices; create a correction sales invoice for an original invoice, keep track of the relationship between original and correction invoices, and print correction invoices that show original amounts, corrected amounts, and the difference



For more information, please go to 

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Core Modules - Sales Quotations

(Source: www.bsdinsight.com)
Sales Quotations supports the generation of multi-line sales quotations utilizing advanced pricing capabilities (promotional pricing, temporary price reductions, customer price lists etc) and supporting complex and high volume environments.
  • Allows the user to create responses to customer requests for quotes (RFQs), and maintain historical information on sales quotations to customers
  • Create sales orders by releasing Sales Quotes to Sales Orders/Invoices
  • Item up-sell, cross-sell and item replacement: identify similar or replacement items for discontinued items, items that are not available and additional complementary items
  • Enables win/loss analysis



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Core Modules - Customer Relationship Management

(Source: www.bsdinsight.com)
Customer Relationship Management (CRM) provides a 360-degree view of your customer, integrating customer information at every touch point.
  • Lower costs while attracting and retaining customers
  • Generate greater customer loyalty
  • Increase cross-sell and up-sell successes
  • Improve sales forecasting
  • Improve customer responsiveness with access to relevant and timely data



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Customer Issue Management

(Source: www.bsdinsight.com)
  • Log customer issues
  • Assign issues to customer service staff for follow up along with activities to advance the issue
  • Associate issues with a profile, a service contract and/or an item of installed base equipment
  • Integrates with activity management to offer calendar views and escalation capabilities
  • Full audit trail of issues through the customer lifecycle



For more information, please go to 

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Key Features of Customer Relationship Management

(Source: www.bsdinsight.com)
  • Customer console – Complete access to customer information - quotes, orders invoices, Accounts Receivable, Sales History Installed Products and Service calls in a single screen
  • Sales dashboard - Four predefined sales key performance indicators (KPIs) offer the salesperson a graphical view of their sales performance, sales funnel and past-due sales activities
  • Maintain prospect and customer profiles - maintain list of contacts (decision makers, influencers), business characteristics, locations, financial information, past sales history, existing opportunities, installed base equipment owned by the company
  • Manage opportunities – Develop leads, build pipelines
  • Manage sales activities - Manage activities related to the sales cycle
    • Meetings, phone calls, e-mail messages, product demonstrations and more
    • Manage both profile related activities and non profile activities such as internal sales meetings
    • Create alerts for follow up tasks, calls and meetings
    • All activities are kept in history for possible referral at a later date
    • View in standard Calendar format either daily weekly or monthly
    • Synchronize activities with Microsoft Outlook® calendars for PDA visibility
  • Campaign management - monitor campaign costs, stages and activities, develop target audience, media options
  • Analyze campaign performance - view history of activities associated with campaigns that have been completed
  • Manage business opportunities - filter records and generate various reports




For more information, please go to 

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