Trade Agreements (customer) | - Manage price and multifaceted OEM discount policies in all currencies
- Set up prices in a single currency with automatically conversion to the customer’s currency
|
Sales Agreement | - Manage agreements based on monetary or volume commitments
- Set up agreements with specific terms and conditions
- Monitor and manage the status of sales agreements
- Manage estimated Vs. actual costs to drive higher profitability
|
Marketing Automation | - Develop, conduct, follow up, and analyze marketing campaigns for any defined group of
customers and prospects
|
Lead and Opportunity Management | - Manage leads and opportunities
- Import and track competitive equipment in your territory via UCC integrations
- Create, review, update, and manage lead information
- Associate employees, responsibilities, and campaign data with stored information
|
Sales Management | - Set, monitor, and manage sales performance of sales personnel, sales units, and sales
companies - Assign multiple sales representatives to one account based on market segment or area of responsibility
|
Connector for Microsoft Dynamics CRM | - Share sales information between Microsoft Dynamics AX and Microsoft Dynamics CRM
both online and on premise
|
Case Management (including Sites Services) | - Efficiently open, assign, resolve, and follow-up on customer issues from a single form
- Extend the case management process with a cloud-based service, facilitating dialogue with customers
|
Commerce Services | - Extend sales reach to include your online storefront and online marketplaces such as OEM parts distribution sites
|
Sales and Marketing Reporting | - Gain insight in sales and marketing performance with predefined KPIs in the sales and Customer Relationship Management (CRM) cubes
|
