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  • Customer Relationship Management - SCOUT CONSULT GmbH
    your management team get a better grasp of your sales pipeline Opportunities can be linked to marketing activities and campaigns so that you can better understand marketing effectiveness Statuses and fields allow you to track key opportunity data such as win loss and reason codes You also can choose at what point your opportunities will feed into sales forecasting reports Sales Reporting Jeeves CRM supports limitless reporting capabilities allowing you to monitor the performance metrics that matter most to your business Forecasting can be looked at by rep to assess performance to quota or at the company level to predict probable sales revenue and margins In the pipeline analysis node you can see a graphical view of all active opportunities and a sum of potential revenue by sales phase In the future income node you can look ahead to future years and plan revenue based on your existing opportunities grouped by either period or quarter The Jeeves CRM module also integrates with the Jeeves business intelligence BI application for further insight on your sales and marketing performance Outlook Integration You ll rarely meet a sales rep who doesn t manage his day within his personal Outlook calendar Whether they are on the road visiting customers or managing back to back calls and meetings your sales team members can rely on seeing all of their CRM activities including details about the customer quotation opportunity and contact person in Outlook Activity Reporting From outbound telemarketing to inbound lead follow up there are many activities across sales and marketing that are critical to ensure your revenue targets are met With the Jeeves CRM module you can track activities as well as link them directly to companies contacts or opportunities Lead Management Your marketing team can manage leads as responses through checklists of standard responses and links to activities or as part of opportunity management Statuses and fields you choose will help you gain a better understanding of the top of your sales funnel as well as help to evaluate which campaigns and offers are working best Campaign Management Jeeves CRM provides support for campaign management allowing you to build distribution lists for companies and contacts based on any field or data point from industry classification codes to the response entered for a previous campaign Lists can be easily copied for reuse and modification or even manually built Once the distribution list is built and companies and contacts assigned to a campaign marketers can send targeted email communications to the list fueled by the most up to date recipient contact information Via the Jeeves document management integration brochures and datasheets can be linked to the email as an attachment When the campaign is sent you can generate activities for the salesperson responsible for a campaign recipient and track the follow up and results Competitor Monitoring You can record and monitor competitive intelligence within the Jeeves CRM module using fields and forms that display everything from a SWOT analysis to product assortment to financial performance

    Original URL path: http://www.scoutconsult.de/de/customer-relationship-management.html?month=201506 (2016-04-24)
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  • Product Management - SCOUT CONSULT GmbH
    to products at the item component or routing level Often a product s quality varies over time and these characteristics or attributes need to be part of the product s inventory definition Attributes can describe a visual appearance or how to visually inspect a product define how to measure a product or act as a checklist or stages of a process Attributes make it possible to report on these product related objects in order to do things like trace historical status and values or make on the job process approvals The Jeeves Product Management application area can support as many specific attributes you need and will be carried forward as you upgrade your system over time Variant Management The Jeeves variant management feature helps companies that sell products in variants Examples of such industries are apparel quality color and sizes shoes sizes and colors furniture colors fabrics materials and construction material and lengths The Jeeves variant management feature is based on a SKU for master items allowing product managers the opportunity to consider allocated shares of any master item in their analysis of product and service data Costing and Routing Analyzing product costs is one of the most important aspects of product management For a true picture of the profitability of a product or line product managers need detailed costing data Jeeves ERP offers a highly flexible platform for tracking product costs starting with actual or calculated costs down to the component level You can set up manufacturing costs and overhead in a number of ways factoring in setup time run time fixed and variable labor and more In addition you can connect subcontracted costs from different locations or suppliers adjusting for specific currencies or start setup costs Routings which can be predefined or chosen after the order has been taken can be controlled per plant line to handle varying costs allowing for an easy view of costs by invent tory location Workflow Management With workflow management you will learn how long it takes to launch a product and become much more comfortable answering that ever present question When will it be ready The Jeeves workflow management toolset will help you stop managing processes using email and start using business process management to distribute assignments track deadlines and review the status of deliverables Document Management The product data management application area comes with powerful electronic document management EDM functionality allowing product managers the ability to track and manage revisions for key documents such as product collateral recipes or production orders as well as link them to key processes and transactions within the Jeeves ERP system Documents can be viewed checked in and checked out based on role based permissions ensuring the most current approved version is always accessible Projects The Jeeves Product Management module allows you to create projects that will tie all costs together from creation to repair With the project functionality you can follow up on sales costs R D costs purchasing costs RMA costs and more and

    Original URL path: http://www.scoutconsult.de/de/product-management.html?month=201506 (2016-04-24)
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