Navertica CRM Solution for Food Distribution/Supply covers the specifics of manufacturing for companies in the foods sector. This complex vertical solution consists primarily of marketing and business processes based on Microsoft Dynamics CRM.
The vertical solution covers the following areas of business process support, supplier management and customer relationship management. Effective data management is enabled in relation to the company’s own products or competitor activities. It is possible to integrate the solution with other enterprise systems such as ERP or DMS.
The resolution of business processes in MS Dynamics CRM enables the acquisition of new customers and management of existing customers and records of customer visits including structured information about customers. In relation to suppliers the solution covers processes of communication and purchase support. The system also includes features for the efficient and complex management of marketing and sales activities. To manage the registration of products there is a structured database (for own or end and competitive products).
The Navertica CRM Solution for Food Distribution/ Supply contains many specific functionalities for food production as standard. However, it may be further configured according to the specific needs of each customer.
Key Benefits in Brief
Navertica CRM Solution for Food Distribution/ Supply enables the user to closely monitor and manage each business relationship. It can be divided into the needed groups according to specific requirements, for example: customer, the final customer, supplier and competitor. Full evidence and relevant relationship management is possible. Users can accurately generate an output template or platform, with content (reports, charts and other information reports) and evaluation according to their needs.
The key benefit of the Navertica CRM Solution for Food Distribution/ Supply is clarification of sales activities and the performance of individual employees. Management can easily perform an evaluation with the available tools. There are clear and understandable reports and statements from the actual data. Management can, for example, compare parameters such as the average number of meetings a sales representatives has for a certain period and number of orders, as well as other performance parameters. Internationally operating companies can use unified systems for the availability of accurate customer information and specific activities of individual branches.
The Navertica CRM Solution for Food Distribution/ Supply uses the experience gained in operating processes in the manufacturing sector of the food industry and brings a significant technological extension to the standard MS Dynamics CRM system. Users have, for example, a flexible document that allows them to edit on one product card, their specification including variable calculations. They can also connect attachments such as pictures etc. The creation of tables, forms and templates used for evaluation of business relationships, products and training of sales representatives is also flexible according to the needs of the user. An essential part of the solution is a product catalog containing a form to fill out all necessary information including photo attachments. The user can keep records of competitive products and also their own sales including regions and areas. Data is naturally synchronized with other business systems, so the available information is always up-to-date. Information in the system is not just for sales representatives, but is also used by company management to monitor staff performance and evaluation data on sales, for example through pre-defined reports.
The vertical solution on MS Dynamics CRM platform is suitable for the business and marketing processes of manufacturing companies in the foods sector, mainly due to its extension of useful specific functionality. Areas such as contacts and product registration are prepared for the connection with enterprise software like Microsoft Dynamics Business Central. Import/ export data is processed automatically and in both directions. Due to periodic synchronization of data the user has all the information in one place – whether they are selling products or invoicing. More about Microsoft Dynamics Business Central.
The vertical solution is ready to connect with the MS SharePoint platform for efficient document management. This allows users to create, for example, extensive documents directly in MS Dynamics CRM. More about Microsoft SharePoint.