Ventura – Customer Relationship Management
XONT – Ventura CRM
Enterprise CRM Solution
X-ONT Ventura
Most organizations today have some form of centralized Enterprise Resource Planning (ERP) System in use at the Head Office. However these large systems do not have the functionality, flexibility or adaptability to accommodate the quantitative information of Field Sales Representative automation systems . X-ONT CRM is designed to address such needs in a typical business process in the FMCG environment.
The integration of X-ONT CRM to BPICS will eliminate the need to manually re-key PO information, thereby eliminating human data entry errors. The uploaded Purchase Order would result in a Sales Order being created within the BPICS system at Head Office, which will generate the primary invoice to the Distributors. Once the Primary Invoice has been generated, such information can then be downloaded online to X-ONT CRM Server. Additional information such as Item Lists, Price Lists & Discount Structures would also be downloaded from BPICS along with the primary invoice. This whole process whilst being automated could also be carried out in an un-integrated environment, as a manual data entry exercise onto BPICS system. X-ONT CRM Server will take over the complete Re-Distribution operation from there on.
Inventory Management
All inventory management controls such as Item master files, pricing, credit limits, and discount schemes will be managed from Head Office with the Reps/Distributors having no accesses to such administrative functions from the field. The system allows setting the effective dates for any new prices or discount changes, there by changes could be made in advance which would ensure that such changes take effect on the planned date island wide simultaneously.
The Head Office CRM Server will hold all Distributor Territory and complete retail outlet profiles such as details of Retail Stores, Supermarkets ect. in the respective territory. X-ONT allows discounts at Brand, Product or item level. The qualifier for these discounts could be a quantity or a value, and the discounts could be made available either in quantity or as a percentage reduction from the invoice total. Multiple discounts within a single invoice is also possible. The discount rules would be setup at Head Office and would be made available in the palm device issued to reps. If the business process of the customer specifies then, no changes will be allowed to any prices, discounts or promotions set at Head Office to be changed on the field by the Sales Reps or at the Branch or a Distributor location.
