DIGITALIZATION
OF THE
SALES CYCLE
Our expertise: global sales transformation for a leading manufacturer
DIGITALIZATION
OF THE
SALES CYCLE
Our expertise: global sales transformation for a leading manufacturer
The
challenges
• Managing offers and products based on usage and recurring revenue generation
• Improving contract generation and renewal
• Set up a price and discount control tunnel
• Secure and accelerate the invoicing process
• Development of an after-sales customer portal
Our
approach
• Divide the CRM project into 3 parts
• One core model for all countries
• Agile methodology
• Centralization of all sales data in CRM
Integration with ERP, Tableau, internal pricing tool, Akeneo, etc.
The functional
scope
• Prospect management
• Account management
• Management of opportunities, quotes and approval processes
• Pricing rules and advice
• Discount management
• Order management
• Contract management
• Interfaces and data migration
• Implementation of 360° vision