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welcome to the demonstration of the solution Fox ERP the module that will be focusing on today is the customer relationship management module the fusion Fox ERP is developed by confusion software private limited it's got its research and development headquarters in India and it's got sales offices all over the globe with offices in Sweden oman UAE saudi arabia and indonesia the absolute query that will be addressing today is the business cycle of the customer relationship management module the business processes that the module can automate and how the CRM of provided by fusion folks can fit into any organization from any business vertical before beginning with the demonstration we'll go over the u.s. Peace of the fusion Fox crl it's built on Oracle Fusion Middleware technology Oracle Fusion Middleware is the digital business platform for the enterprise and the cloud it enables enterprises to create and run agile intelligent business applications while maximizing their in ITA efficiency through absolute utilization of their modern hardware and also their software architecture the fusion fox crm is a cloud enabled solution it's got both option of an on-site deployment as well as an anytime migration to the confusion cloud or any public cloud service it's a scalable enterprise level solution that has been deployed and a multitude of organizations varying in business verticals or industry domains it's built or the recently launched machinery layout by Oracle which allows users to access the app on any device multi-channel mobile environments of the new normal users expect to a little switch among desktops laptops or smartphones anytime anywhere with secure and seamless access the fusion Fox CRM encompasses the entire business cycle of a product or a customer or whether a service or an item that you provide it allows the administrator to determine checkpoints to determine pricing visibility of data and many more specifics in a graphical and relatable manner custom dashboards for different users are provided with different rules for seamless access to stay over at Lance now let's go over the business cycle the diffusion Fox customer relationship management module provides we begin with the lead database this is where the marketing team either manually inputs your leads that are available for your organization or your channels from where you get your data provide you data in excel file and it about you that functionality where you can upload an excel file into your database of leads now these leads can be top of the funnel leads or they can be a basic sense of information of a probable prospect you can end in the excel file can hold any amount of information that in later that lead and that will be visible to you in your application after you have ali knife it's a top of the funnel lead you need a qualification process to qualify that lead whether it shall become a prospect or you lose that lead to somebody else or the lead is not valid if that lead is disqualified you need to either define a competitor to which it was lost to or it was disqualified for particular reason the reason needs to be clearly defined for the life cycle of that lead to end so that at the end of time period you can analyze which channel of your leave generation process gives you the best leads that are leading to actual sales audience if your lead gets qualified then it becomes a prospect where you have some intimation engagement from the customer when you are getting value and understanding your probable customer and what kind of service or what kind of items that can be solved with that customer now once you understand that and you convert that prospect or customer you generate a proposal and quotation now this is the ideal process to be followed where a league gets qualified then it becomes a prospect and then it becomes up customer gets a proposal or reputation we have another methodology where customers who do not want to run through the entire process of entering a lead and then qualifying it you can manually generate an opportunity and then opportunity can withhold any amount of information whether it be for a particular service over l3 through a particular item or just a customer that might be interested in a range of items you can assign the deal size any kind of prerequisites you need in order to engage with that customer anything can be defined over there and it will be there in your opportunity pool we have another concept of lead shared pool in the application where you determine your lead database the senior management or the project manager whoever has is above the salesman in the hierarchy can define who will have access to which particular leads it's a shared pool and the management has the functionality to define which leads shall be visible to which operating unit which salesman in which operating unit which department or which organization also now at the stage of prospect and opportunity once they get can if they are lost then they again the same process of defining better to express you can identify why you lost that opportunity otherwise if you win the opportunity or define a proposal and quotation in the prop defining the proposal and the quotation you need to follow four aspects one is choosing a price list second is applying this counts permitted through third is defining all extra charges that will be valid on that proposal quotation and for this for the workflow approval process to go over them individually choosing a priceless means if the management decides that when you're selling a service / selling an item or a custom item that has made for a particular customer by a particular salesman than this kind of pie this type of priceless should be determined and if it's for another customer may be that same item should be sold at another price list so the prices can be defined initially or at any time of a project and individually be allocated second is applying discounts these discounts are permitted only by the management by individual role a Salesman might be permitted to give discounts up to five percent his senior might be able to give discounts up to 12 in a business that may be eighteen percent but it's a process that is defined by the administrator of the management so you have control over the entire process without individually getting into each process defining all extra charges is if you're getting into items then you're frilled charges your custom charges your delivery charges can all be defined over here if you are not they giving if you're not delivering an item but rocket is service then you can define your scope of work over here you can define your absolute scope of work any customization that's going to take place any extra efforts and the system will allocate those costs understand that scope of work and then give you a valuation of the final price that will be registered in your quotation workflow approval is basically when you define your workflow either it's defined at the beginning at the setup where you define that when a proposal or quotation is made it needs to be approved by an X plus or you have the option of value-based approval process that till any value a the approval shall be done by B de laval you see a proposed division by D and a value above the D approval should be done by an X person so there is a value-based approval system now once you go through the entire system of generating a proposal rotation it can be a very concrete process once that is done you generate your coat it goes to the approval process now if it does not get approved then you have two options if it's approved if it's not approved then it needs to be discarded either because you did not win that coat so it was lost you need to define the reason if not if the customer wants to make it wants you to make another renewed version of that quotation you make a renewed version of that same quotation so that there is a mapping between the previous quotation and the new quotation it again formulates a revised code again goes for an approval process once it gets approved you receive a purchase order from the customer also then you register your sales order in this sales order registration we have a document management system also that allows you to upload your purchase order also keep track of a reference number keep track of a reference date so that you can when somebody is looking at the sales order you can see a purchase order that you received from the customer it's a holistic view for that particular engagement with the customer once that order is received and approved then you go into order processing where you have an absolute view of your stock and your warehouse this is where it industry to industry the application automatically differentiates it understands whether you are a manufacturing firm who will be manufacturing this particular item or if you are a stirrer sir or if you are a company that stocks this particular item or has this particular service if it's an item that you stock it will check it will determine your stock it will determine whether it is out of stock if it is out of stock and you manufacture that item then it will raise a purchase or a razor purchase if you wish to purchase it from outside if you go if you manufacture that particular item then it will raise the material request and you can follow the entire cycle of supply chain management if the item is in stock then I determines which warehouse is that item available in it allocates stock for that particular delivery from the Vera which is closest to the delivery point if you have multiple warehouses once that is done that it gets into the delivery in the dispatch cycle so as I said beginning from lead going over to the end of delivering that process of raising a purchase order the fusion Fox CRM can covers your entire cycle and this is a basic overview it is customized to every single business there the head business department may be single organization that it's been implemented a form as the a player as the application comes to a closure it either goes to dispatch and delivery or it goes to your supply chain management cycle now this was a business overview of how the fusion Fox CRM hours all aspects of a customer relationship management module thank you very much for watching this demo and I hope you have a fantastic day