Food Distribution

Navertica CRM Solution for Food Distribution/ Supply

This 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.

Key Benefits in Brief

  • Simplification and significant time savings for all processes related to marketing and sales, incl. draft offers and orders.
  • Comprehensive reports and outputs from the actual data.
  • Significant increase management outputs value and effectiveness.
  • Linking current data and information kept in various business systems.
  • Transfer to an information system with a guarantee of further development.

Does your management have these problems?

  • Limited functionalities and lack of tools for work efficiency, reporting and overall support growth.
  • Unavailability of understandable reports and statements acquired from the actual data.
  • The need to comprehensively cover and unify business and marketing processes.
  • The lack of communication and information exchange in a business chain and of sharing the information across the company.
  • Loss of the information when sales representative’s leave the company.
  • Finding a stable supplier for long-term cooperation in maintenance and further development of the information system.

Solution Description

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.

Sales and business processes

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.

Tool for management

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.

Benefits for everyday work

  • The easy-to-use and intuitive system is effortless to work with.
  • On-line access to information not only in the internal network, but also through remote Internet access.
  • The unification of the database and information records within the company.
  • Creating a general standard, interface for external application.
  • Increased efficiency, the elimination of duplicate information and complicated work with records.
  • Improving communication and mutual information in the business chain.
  • The possibility of recording information about end customers and their products.
  • Open system of evaluation for customers, suppliers, competitors and products.
  • System flexibility in implemented processes, product portfolio and customer service.
  • An open, extensible and efficient system that integrates data from a variety of currently used systems and supports other business growth.
  • Creating a data base and outputs for management reporting.


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