CRM Module of Discrete Manufacturing ERP

The CRM module of New Horizon is integrated with other key modules such as Material, Production, Planning, Inventory and Finance Information keyed in here flows throughout New Horizon, thereby reducing redundancy and increasing efficiency. This module sees through an order right from its inception stage to its execution, taking care of all other stages in between. It has been designed to record and handle customer-specific needs followed by order-related activities and dispatches. Schedules are maintained to achieve timely deliveries. It also helps the upper management by providing information analysis which is useful for making strategic decisions.

Benefits of CRM Module ERP Solution

  • Get better control over your sales
  • Know your potential customer pipeline
  • Keep a track of whether follow-ups are being performed or missed
  • Gain full visibility of every customer order
  • Get closer monitoring ability that result in increased sales
  • Facility of order-wise profitability and invoice-wise profitability
  • Get precise information about gross contribution from each order/invoice
  • Stay connected to your customers through SMS and email messaging at each stage of the sales process

Key Highlights

  • Maintenance of customers and their shipment details
  • Maintains price list of products and spares with rates, discounts and Unit of Sales
  • Link between the unit in which the Item is manufactured and the unit in which it is sold by maintaining their respective conversion factors
  • Maintenance of services offered by a company on Sales Items
  • Item-customer relationship to maintain basic price, discount and sale price for each customer
  • Facility to maintain sale price of an item for a customer in different currencies
  • Calculation and Credit Note generation of agents’ commissions on the basis of the percentage applicable on the invoices
  • Generation of inquiries raised by customers along with a record of pre-inquiry sales activities
  • Follow-up management for each inquiry with information about the next follow-up, agenda of the follow-up, and the person responsible for it
  • Raising of quotations independently or against inquiries
  • Facility of multiple amendments of each quotation
  • Generation of regular, sales-in-transit and high-sea-sales orders with or without quotations
  • Creation of a delivery schedule of a Sales Order as Order Acknowledgement Form
  • Create multiple OAFs out of a single Sales Order
  • Facility to make changes in an order even after the creation of an OAF Creation of proforma invoices against Sales Orders as well as quotations
  • Facility to procure bought-out items required for an order on rates negotiated by the customer with suppliers
  • Allocation and deallocation of sales items of an order in their warehouses
  • Creation of returnable and chargeable delivery challans for customers and vendors
  • Creation of delivery challan for allocated Sales Items of an order
  • Letter of Credit & bank guarantee
  • Fully GST-compliant
  • Dealer discounts