Make to Order at Scale - A Disruptor Here to Stay
The build-to-order customization of products has disrupted manufacturing for years. 'Make to Order at Scale' is now driving manufacturers to get more creative with their approach.
Sales
Drive and control all aspects of your customers’ business and lifecycle - from prospective lead to trusted business partner. Manage leads, opportunities, quotes, discrete and scheduled orders, pricing, customizations, fulfillment, and sales and marketing activities.
- Increase sales and grow revenue
- Improve customer experience
- Acquire and retain customers, build customer loyalty
- Reduce costs with streamlined sales processes
Capabilities
- Digital commerce and self service
- CRM
- Customer Scheduled Ordering
- Discrete sales orders with full configuration
- Trade spending management
Drive more revenue and improve your customer satisfaction and retention with a solution that allows you to sell products online and manage customers, inventory, shipments and invoices.
Improve your customers’ experience and satisfaction with complete visibility and control of your customers’ lifecycle including lead, opportunity, campaign and account management.
Maximize the visibility of your customers long term product demand plans and short term shipment requirements with integration through EDI. Critical in many industries such as Automotive and Fast Moving Consumer Goods. customer schedules support planned delivery horizons spanning up to several years with automated updates and robust pegging throughout.
Efficiently streamline your customer order process for complex, configurable products and drive faster, more accurate ordering for make-to-order at scale products using a rules-based product configurator.
Effectively plan, control and track your trade promotion activities with full visibility into promotional spending and the financial impact of promotions and rebates.
Benefits
The Sales solutions help companies improve customer experience, increase sales, streamline processes, enhance collaboration, make better-informed decisions and support the goals in other areas including manufacturing, sales, marketing, services and support.
Conduct better customer interactions to improve customer satisfaction and retention with full visibility into a customer’s information in areas such as latest sales, delivery, billing and returns.
Improve sales, pricing and delivery decisions using customer-related KPIs and analytics
Gain efficiencies in ordering, shipping and billing
Comply with industry and customer specific requirements to communicate customer demand requirements and ship schedules via EDI.
Respond quickly to demand changes and immediately update manufacturing planning and scheduling to adjust production
Streamline configuration and order processes to shorten deliveries and respond to customer customization requirements
Rapidly update prices in response to competitors’ discounts and promotions
Increase revenue by running effective and cost-efficient campaigns and optimizing pricing
Full integration with ERP allows for standardization across the enterprise, reduces duplicate entries and increases opportunities for sales and customer engagements.
Solution
Customer Schedules are a long-term agreement made with the customer that often spans several years. Plan and ship schedules are received, usually through EDI, which includes the required dates and quantities.
Supports planned schedules and ship schedules
Provides release management
Integrates with EDI, supporting most standard EDI formats and documents
Discrete Sales Orders streamlines the order-to-cash process supporting discrete, recurring, and global orders. It supports all interactions with customers including quotes, pricing, discounting, credit verification.
Creates sales orders easily, either directly from Sales Quotations or electronically via EDI
Verifies credit before shipping to save time and prevent errors
Transfers invoices to accounts receivable for aging, maintenance and general ledger transactions
Includes Global Ordering and Cross business sourcing rules which allow the sale of product from any business unit
Determines available-to-promise quantities by due date and allocates required inventory
Shipping and Invoicing Includes inventory allocation, shipping, invoicing, retro-billing and product returns.
Verifies credit before shipping to save time and prevent errors
Transfers invoices to accounts receivable for aging, maintenance and general ledger transactions
Includes retro-billing for customers who have renegotiated their contract pricing and need new pricing applied to items already shipped and invoiced
Sales Quotes provides a standardized quote process to help manufacturers create accurate quotes with the best pricing for their customers.
Allows manufacturers to respond quickly to customers’ quote requests using advanced pricing techniques, and monitors quote status and reports on quote history
Generates a one-time quote for single orders and spot buys, and then releases the quote upon customer approval
Manages recurring quotes for repeat business, with the ability to anticipate the quantity required when creating future quotes
Integrates with QAD Financials to include standard information like taxes in each quote
Pricing provides automated and flexible pricing during ordering, including sales quotations, releasing quotes to orders and repricing items or orders as required.
Supports an unlimited number of price lists, using two main models: best pricing where multiple discounts are considered to determine the best net price and list/discount table pricing
Supports price break categories by assigning volume price breaks for multiple items
Calculates discounts on the quantity or amount ordered on multiple lines
Creates “what if” reports to model pricing scenarios
Manages trade promotion activities
Promotions and Contracts helps effectively plan, control and track trade promotion activities with full visibility into promotional spending. It optimizes promotions, customer service and fulfillment performance metrics, manages buying groups and contracts, and tracks the financial impact of promotions and rebates.
Manages deals and promotions by customer and product groups and accelerates contract-based ordering
Tracks, monitors, analyzes and models promotional spend
Automates trade settlement and claim validation to reduce settlement lead times
Verifies customer promotion eligibility and validates claims, deductions and invoices to eliminate payments for fraudulent claims
Documents deal activity such as retrospective deals including lump sums, billbacks and scan-based claims
CRM for Manufacturers provides complete control of the customer lifecycle including leads, opportunities, campaigns and account management. Because this solution is fully integrated with QAD Adaptive ERP’s sales, finance, manufacturing and field service management capabilities, it gives companies complete visibility of their customers, allowing everyone to be informed and responsive to customers' latest sales, billing and service needs.
Accesses all key customer information from a single screen including quotes, orders, invoices, accounts receivable, sales history, installed products and service calls
Manages sales team activities with a graphical view of sales performance, sales funnel, past due sales activities, and predefined sales KPIs
Maintains prospect and customer profiles, business characteristics, locations, financial information and past sales history
Manages sales activities including meetings, phone calls, email messages, product demonstrations and more
Creates alerts to quickly respond to customers and follow up on tasks, calls and meetings
Provides access via mobile devices for sales teams on the move
Configurator streamlines ordering of complex, configurable products. It drives faster, more accurate order processing for make-to-order at scale products resulting in fewer errors during order entry, manufacturing and shipping. Using a complete rules-based product configurator, it automatically converts a customer-specific feature requirement into a set of validated manufacturing directions that are available to the shop floor.
Reduces average order lead time by helping the sales team quickly configure orders and obtain the customer’s sign-off
Guides customers with Intuitive, multi-language questionnaire to record specific product needs, and simplifies reorders by saving previous configurations for future orders
Frees manufacturing engineers from the sales process by capturing engineering knowledge in an easy-to-follow configuration questionnaire
Increases revenue and loyalty through product personalization; helps manufacturers quickly introduce new features and cross-sell related products and features
QAD Digital Commerce is a powerful and flexible cloud-based solution for eCommerce and marketing automation. It supports B2B and B2C businesses in a wide range of industries including manufacturing, industrial, wholesale and distribution.
Improves visibility and management of your customers, inventory, shipments and invoices
Simplifies buying experience with up-to-date catalogs, automatic pricing and inventory availability for easy customer ordering
Provides flexibility of multiple storefronts, like employee and company store portals, tailored to customer requirements
Allows access on any device anytime, anywhere, providing global reach without adding costs
Provides punchout catalog integration to streamlines clients purchasing process by eliminating double entry of their order
Supports budget and approval process for main account and sub-account to manage multiple locations and cost centers at each location
CLOSE more deals. BUILD customer loyalty. GROW your business.
For more information on how the Sales solutions can help your company close more deals, build customer loyalty and grow your business, please contact your account representative, contact QAD at +1-805-566-6100 or email [email protected].
Further Information
Deliver Outstanding Customer Experience
Drive your customer satisfaction and retention, increase sales and grow revenue. See how you can make your sales process more efficient and reduce costs.
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