qbCRM++ (OTS)
Delivery management
Often a sales delivery involves multiple interconnected activities across functions. This module helps to link different delivery templates, sequence the delivery activities optimally, allot resource, ensure timely execution and gain real-time visibility of the sales order delivery.
Milestone Management
The milestones are generally linked to the Sales order delivery steps. Many a times there is a delay to recongnize a milestone event and raise an invoice. This impacts the projected cash-flow. In this module,the Milestones are automatically triggered, when a linked delivery step is executed successfully. The approval of the milestone and timely invoice processing improves the cash-flow.
Installation Management
Pre-defined templates ensure that the installation is done in a structured way and adhering to standard guidelines. Activities, Dependance, Resources, Cost of installation, Documentation can be manged effectively. The customer approval of the installation can be linked and retrieved. The milestones can also get triggered based on the installation.
Warranty/AMC Management
Once the installation is compelte, the support in terms of Warranty and AMC orders can be managed effectively. The cost, terms, documentation, resources, duration can be effectively controlled. Automatic remidners for AMC renewals upon due dates ensure uninterrupted support for the customer and timely service revenue for the provider.
Collection Management
Collection of outstanding amount is often an iterative process. This module is linked with the backend system to reflect outstanding amount as per the books. The sales executive is reminded about the collection at certain frequency, his progress is tracked in the system and approved by his seniors, ensuring timely payment from the customer.
Service call Management
The calls and complaints received from customers need timely and complete resolution. Customer satisfaction greatly depends on the responsiveness of the organization. The calls can be entered, allocated to service executives, their visits are updated, necessary material/labour cost is recorded, commercial aspect is handled, call gets closed and accepted improving the speed and completeness of call resolution.
Spares and Inventory Management
The components and spare parts inventory can be handled effectively with help of Multiple warehouses, locations, stock categories, inventory policies, transaction types, transaction codes and approval mechanisms. Optimum inventory levels are maintained to provide timely service, at the same time keep the inventory costs under control.