SOLUTIONS
Logo Cloud Sales Platform lets dealers and field representatives handle orders, pricing and receipts using head-office data. We plan the connection between sales channels and the ERP’s product, customer and transaction records.
Contact usCloud Sales Platform suits businesses receiving orders from dealers and field representatives. Head-office pricing, payment terms, stock and account information need to reach those sales channels. The platform brings teams together around consistent rules for daily commercial transactions.
A B2B portal or mobile application can apply the dealer's assigned prices and payment terms. Previous transactions and basket templates help start repeat orders, while account and risk information provide commercial context.
Customer prices, discounts and campaigns apply during order entry. Where the same item is sold under different agreements, clear rule precedence keeps field entry consistent with the arrangement held centrally.
Mobile functions cover product browsing, orders, customer visits and collections. The representative works with the customer's position as well as the value of a new order. Transaction permissions follow the division of responsibilities.
The platform provides ERP integration for orders, invoices, dispatch documents, stock and accounts. Its implementation depends on the ERP in use. Transfer rules and error handling are designed together to prevent the same transaction being created twice.
WORKFLOW
Prices and customer details inform the order, while ERP transaction status returns to the relevant sales channel.
Cloud Sales Platform focuses on channel transactions: dealer orders, field sales and collection. Edge CRM centres on relationships, quotations and opportunities. A lengthy quotation process and a recurring dealer order require different working tools.
We define prices, product units and delivery information for dealers and representatives. ERP order creation, partial despatch and invoice status updates are checked separately, allowing the status shown to customers to be compared with source records.
Cloud Sales Platform is offered to address both channels together. The functions and integration scope depend on how the business operates those channels.
It provides the working environment for sales channels and exchanges data with the ERP. Accounting, inventory valuation and the ERP's related responsibilities remain part of the connected operation.
Content reviewed:
RELATED SOLUTION
Logo Edge CRM groups customer conversations, quotations and sales progress around the customer record. We configure stages, user responsibilities and information from the ERP around the way the sales team works.
IMPLEMENTATION AND SERVICE
We develop services that move records between ERP, payroll, field and internal applications. For each order, despatch note or employee record, we define the source, mapping, transfer result and error handling as parts of the same connection.
Tell us how orders are collected and recorded at head office today. We will review channels, permissions and the ERP connection.
info@vibebilisim.com +90 (850) 242 84 23