The follow-on workflow is where a fully end-to-end ERP implementation comes into its own. This is because the various workflow scenarios from Prospect to Client with Opportunities and/or Projects in your particular business is completely reflected via your particular ERP implementation.
|Simple sale of goods or services to Customer or Prospect|
|Any typical Sales company selling goods and/or services will use this method. Create a quotation with standard products or services. This type of quotation would normally be created and sent via a standard automatic e-mail template in well under a minute.|
|Complex Estimate Quotations|
|Many companies work with extremely complicated products which only ‘fit together’ in certain ways. They typically tend to have highly skilled and experienced estimators, who can create quotations for complex product sets. By using our ‘Product Configurator’ at the quotation stage, we can make this process much quicker, easier and less ‘error prone’ by only allowing certain rules when matching products together.|
|Multiple Quotations against a single Opportunity|
|Some companies tender their opportunities to a number of companies. They need their workflow to be really clear in the areas of how many and which companies they are quoting and ultimately who won the business. One of the most important factors within this workflow is in the area of business reporting, namely that we do not count the multiple Quotations against a single Opportunity as potential Sales revenue. In Enapps, only the Opportunity value is counted and not the tendered Quotations for that opportunity.|
|Creating Project with a Quotation|
|Again, depending on your business you may find it beneficial to create a Project on the system at the quotation stage (via a single tick box). If the quotation is successful, the project can be populated at a later date with information like first fix, second fix products (for construction projects), or allocating ‘drag and drop’ resources at certain times (human or otherwise).|
It is also worth noting that we accommodate any mixture of the ‘ways of quoting’ outlined above, such as creating complex estimations with a follow-on project. Each company is unique and we are able to customise the perfect solution that meets all your unique requirements.
By Ron Martin