SALES CASE STUDY

Enterprise:
A trading company
 
Objective:
        A sales tool that enables the company's sales personnel to retrieve and collect sales and orders quickly and accurately to enhance not only the current IT infrastructure but also the sales force automation to improve customer relationship as well as reduce total communication expenditure.
 
Challenge:
        Presently sales-focused companies are facing stiff competitions in time-to-market, higher cost of operation, and customer acquisition and retention. Companies, ferociously trying to capture every minuscule shares of the market, look for tools that will help improve the efficiency of sales operations to give them an edge over their competitors.
        Traditionally there are sales applications available to PCs which helped improve effectiveness of database and information management; however, an increasing trend in the mobile workforce as well as widespread use of the Internet have caused companies to look for a mobile alternative to general desktop-based sales-force applications.
 
Application:
        In order to overcome the immobility of desktop PCs and the high price tag of alternatives such as laptops, Point Asia Dot Com is offering sales a force management application on personal digital assistants or PDAs. The PDA-based application allows sales personnel to perform regular sales activities on palm-sized devices. The application which we call Mobile Sales Force Management comes with featured modules that will ease the efforts of sales personnel and increase effectiveness in building customer relationship.

        The Sales Force Management solution is composed of several modules including:


Product Information Management:

Figure 1: A sample from product information page

List: - listing of product information in order of importance (according to specific requirements of each customer), e.g. product code, product description, package size or unit code, unit price, etc.
View: - viewing details of product selected. The details may include price, quantity, etc.
Edit: - each record can be edited or new records can be added.
Data Setting: - products can be grouped into categories according to type or brand name. New categories can be defined.


Customer Database Management:

Figure 2: A sample from customer database page

List: - listing of customer information in order of importance (according to specific requirements of each customer), e.g. by name, address, credit line, and account receivables.
View: - viewing details of each customer.
Edit: - adding, editing, and deleting can be easily done.
Data Setting: - customers can be arranged into groups.


Sales Order Management:
        The module acts as an integration point for various modules and databases. The module is the interface for the salesperson to interact with his/her customer. The module includes:
        List: - listing of sales orders which can be sorted according to requirements.
        Edit: - new entries can be added, and old entries edited. Once the customer list is troggered, the module will display a list of names from the customer database management module. Similarly, when checking the product, the module will retrieve information from the product information management module.

Figure 3: A sample from sales ordering page

*** Note that orders can be edited or deleted before synchronization occurs.


Product Promotion:
        In some cases, the user may want information on product promotion. This module will tie in to the product information management module. The module will be designed according to the specific requirements of each user companyin line with the various promotional campaigns during a given fiscal year.

The basic components of product promotion include:
        Promotion header: - titles which include promotion numbers and promotion descriptions.
        Promotion details: - type of promotion (special discounts, gifts, or discount percentage) promotion numbers, promoted items, product IDs, quantities, package sizes, and prices.

Bill Collection:
        This module is useful when a sales agent collects payments from his/her customer as it can will records and outstanding payments of each customer.
        Billing header: - include billing numbers, dates, amounts, and VAT.
        Billing details: - payment methods(by check or cash), check numbers, etc.

Sales Identification:
        Username and password authentication and sales information can be selected.