Channel Distribution Management

MX-CRM
IT is one of the most cost effective solutions that blends of Sales force Automation (SFA), Supply Chain Management (SCM) & Customer Relation Management (CRM) in one package. This system put your people and process in place to increases your productivity by 15-40%. No matter how small or big your Origination is. The application is so handy, robust and compact.

If required, we can implement this software, with very user-friendly interface, immediately. The organization will in no time will find that their productivity is up right from the day one after Matrix is implemented in their premises.

We are sure the deployment of MX-CRM shall provide you with the desired and intended business benefits. Some of the business values/benefits foreseen with the deployment of MX-CRM are as follows.

Application Deployment

  • Optional
    • Web hosted
    • Local hosted in LAN or IP hosting
  • The application can be integrated with SMS facility.
  • The Service module can be two way SMS connected.
  • The technicians can do the service status related data entry with the help of SMS only. This feature can be activated for hosted application only.
  • The application can be connected with PDA (Personal Digital Assistant)
  • Location of data entry can be traced, which can be used for sales executive

Benefits of the Application

Guided Sales Revenues
Managers have more productive time and Sales People to close more deals. It will render redundant the meetings sessions for just collecting reports/MIS from various people. Back Office operation will become far easier and virtually no time would be required to compile or reconcile reports. Its helps in making your sales force more productive.

Efficient Sale Cycle
Planned sales call, tracking and monitoring.

Economical Customer Relationship
Faster response to customers requests / queries through an organized ‘library’ of documents helps in maintaining better customer relation.

Just In-time Distribution
Better tracking of customers’ requirements & order improves and make stronger network. Its give the better picture and status at lowest level in supply chain.

Optimum Inventory Management
System itself generates auto alerts, when inventory move below the reserves levels.
Report on unused stock.

Dynamic Product and Service Catalog
New designs & products with cost breakups and facility to create Product catalog or a virtual show room to display all products.

Work any time from anywhere
If hosted or run through Static IP, provided that you have enough band Width, MX-CRM allows users to work at their convenience from anywhere & any time. The CEOs will have no geographical office dependence to monitor returns on the investments as all reports are online and auto data-driven.

Instant communication
Puts a uniform & transparent sales process in place across the organization. Interactive system improves on internal communication between team members. Helps in implementing success stories of different branches across the organization.

Sales Performance Analysis
Strong MIS reports allow business decisions based on performance rather then perception.

Business Analysis Vs Sales Executives
Order ‘lost’ report helps in analysing possible reasons for failures and to take corrective steps to win against competition.

Payment Tracking
Can view payment plan and due details against each order for payment follow up.

Key Modules of the application

Sales Force Automation

  • Generation of New Sales Enquiries (from cold call, internet, reference, fair/ exhibition, advertising etc)
  • Follow ups of the Sales Enquiries and complete past history is maintained
  • Status of each enquiry  (Executive-wise etc on different parameters)
  • Tracking of all Sales Enquiries: customer-wise as well as Sales Executive-wise
  • Last contact report of each custome

Customer Relation Management

  • Tracking of Sales Orders Status
  • Management of out of Warrantee products
  • Sale refund due to Expiry Dates/Quality/Manufacturing Defects etc.

Supply Chain Management

  • Creation of organized distributor & dealer network
  • Sales order collection form dealers & distributors
  • Stock transfer in distribution network
  • Tracking of stock in distribution network
  • Payment collection and due payments details
  • Tracking of all payments with dealers & distributors

Details of the modules

Sales Force Automation

  • Customer Creation
  • Customer Categorization
  • Generation of New Sales Enquiries (from cold call, internet, reference, fair/ exhibition, advertising etc)
  • Follow ups of the Sales Enquiries and complete past history is maintained
  • Status of each enquiry  (Executive-wise etc on different parameters)
  • Tracking of all Sales Enquiries: customer-wise as well as Sales Executive-wise
  • Maintenance of Daily tasks and meetings through Diary
  • Facility of task scheduler and alerts 
  • Pending task report.
  • Facility to send emails and documents through system and information to get filed with the enquiry as a case history, for future reference.
  • Central Maintained Library of all documents, which can be used by all executives.
  • Daily work report of Sales Executives
  • Once enquiry convert into order, sales order generated with Order No
  • Sales Order Generation with delivery schedule
  • Orders Status and Report (executive-wise / Customer Wise)
  • Closed enquiry and Order lost report for analysing possible reasons for failures and to take corrective steps

Reports

  • Customer and consignee Listing
  • Sales Order Status
  • Sales Register
  • Pending task report
  • Last contact report of each customer
  • Daily Sales/ Calls Report of each employee
  • Monthly reports of Sales (Executives / Customers / Products wise

Supplier Management

  • Supplier Categorization and Database
  • Supplier Item database along with the Supplier wise price fixation
  • Provision for Supplier wise terms and conditions
  • Indent (Generation/ Adjustments)
  • Purchase Order (Generation/Amendments/Adjustment)
  • Purchase Order generation against Indent / Sales Order
  • Purchase Order status (Vender wise and Product wise)

Reports

  • Supplier Listing
  • Indent Register
  • Pending Indent Status
  • Purchase Order Register
  • Pending Purchase Order Status
  • Purchase Order Amendment History
  • Provides analysis and MIS reports in selection of best supplier and effective procurement.

Multi level Inventory

  • Catalog creation of all design & products
  • Sampling of new designs with costs
  • Product Categorization
  • Product Master
  • User Definable Stocks Alerts (Max, Min, Reorder & Critical Levels)
  • Creation of Bill of Material (BOM) with costing
  • Goods receipt and inspection
  • Sales Order Generation with delivery schedule
  • Dispatch / delivery details depend on sales order
  • Status of pending sales orders
  • Issue of Material (As per indent)
  • Issue of Material (As per Bill of Material or Individual)
  • Return of Material (Excess Return)
  • Stocks Adjustment (Physical Verification of Stock)
  • Stocks status (Product wise / Category wise)
  • MIS analysis of orders, sales, pending orders on wide variety of criteria's (Client wise/ Product wise / Date wise / order wise

Reports

  • Issue Register
  • Return Register
  • Stocks Reports (Stocks Statement, Stocks Balance)
  • Stocks Ledger (Consolidated/Quantitative)
  • Stocks Statement Summary (Category/ Group/ Type Wise)
  • Rejection Stocks Ledger

Dispatch and Delivery

  • Copy of Sales order with delivery schedule
  • Orders Status and Report (executive-wise / Customer Wise)
  • Packing List
  • Performa Invoice & final Invoice
  • Customer Follow up

Additional features

  • Facility to send emails and documents through system and information to get file for future reference.
  • Central Maintained Library of all documents, which can be used by all executives.
  • Maintenance of daily tasks and meetings through diary
  • Facility to give alerts and reminders form one user to other users.
  • System itself generates auto alerts if works are pending.

Software Administration & Employee Management

  • Multi User
  • Creation of Branch and Region
  • Employee Database
  • Source of Enquiry
  • Status of Enquiry
  • Daily Attendance of employee
  • Set rights of executives, according to their profile
  • User rights and profile setting (add, edit, view and delete levels for all Masters/ Transactions and Reports)

Reports

  • Employee/User Listing
  • Employee performance
  • Employee Work report
  • Expenses report (Employee / Region- Branch)
  • Employee Expanse Report against Sales Enquiry and Orders
  • User Rights Report
  • Access Log report

General

  • User-friendly interface and easy to operate (Mouse and / or keyboard)
  • Detailed help for using the system and all its modules
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