PLANNING.Horizon

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Good prospect of success

Annual planning based on territories? Key accounts? Or individual customers? And even consider seasonal curves?

Should there be plan deviations, how quickly can you react and adjust the plan figures?

SMARTCRM provides you the long-term vision without losing sight of the latest developments.

 

Different levels

Planning on different levels

For instance per customer, merchandise and product groups or product

Identification of predictable merchandise and product groups, product

Unit/Total

Planning using quantities or total

Accumulation

Assignment and accumulation of plan values per customer, seller, company

Comparison values

Display of the comparison values

For instance order backlog, previous year, ongoing projects, quotations

Plan adjustment

Different routines to plan adjustment

For instance, percentage adjustment of previous plan figures or changes depending on the actual status of the order situation and the development of sales

Seasonal curves

Planning distribution depending on seasonal curves

Product

Identification of plannable products, product groups

Target/Performance

Updated target/performance comparisons

Early warning system

Field service

Planning also in field service

Access to the complete CRM database over notebooks/Windows tablets using the module SMARTCRM.Offline

Make your planning according to key accounts, customers, customer groups or territories. In addition, align the planning to product and product groups, single products or a specific period – months, quarters and years.

If required, split your planning according to seasonal curves. Using different routines, you can, for example, adjust the number of previous plan figures as a percentage or change them depending on the actual status of the order situation and sales trend.

 

SMARTCRM.ERP

Thus, the data and figures from your ERP system end up in SMARTCRM.

Your ERP system is not listed here? Please contact us!

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Together smart in figures

Our customers tend to use SMARTCRM.Planning together with the following modules:

:

SMARTCRM.Sales

Module

SMARTCRM.Sales analyses all figures from the ERP system in details and shows you from any perspective where the potential for the cross- and up-selling is.

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SMARTCRM.Projects

Module

SMARTCRM.Projects assures you a holistic view of your sales work. So, you know exactly in each phase of your sales project where you need to start.

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SMARTCRM.Planning used by customers

CRM is part of our corporate philosophy and with SMARTCRM we found the tool that supports us hereby considerably. Since the installation, we have always adjusted the software to our processes. Meanwhile, we cannot imagine working without SMARTCRM.

Bruno Senn, Member of the board of CARL GEISSER AG
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