Empower your business with airSlate SignNow's dealer management system process flow for Research and Development

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[Music] slash channel gets to login into a self-service portal the self sign in once on the home screen after signing in the home page has the detailed profile forum support and search along with a home button once you click on the home button you may navigate into various options like leads orders credit limits amp invoices or view the monthly sales product inventory or your sales achievement vis-a-vis the targets for a period the system also gives the access of the knowledge base articles as uploaded constantly on the crm along with all these you may view the dm's dashboard the dashboard offers some standard reports like sales leads and their status order details etc these dashboards could also be customized as per the requirements if you may want to see the details of the orders you may click orders under the home icon to view the list of all the orders you may want to filter the orders based on order type here you could view a sales or a return order you also have the option to view and edit and order for which you just need to click the order from the list of all orders once you click an order the detailed order opens with an option to edit that order here we are editing a sales order into a returns order for which you select the order type return from the order type field for this return order you will have to select the reason for a return from the drop-down list you also have the option to return all the products in that order or part of the products ordered you also have the option of deleting the products which are not to be returned form the same screen under the product summary section it is absolutely crucial for channel partners and organizations to get a real-time status of the orders the dms has a status bar on the summary tab at the detailed order screen this status bar gives a very clear indication and status of a particular order here you could see that the return order is already in qualified state for return due to the reason as defect and has to be approved for processing by the rm the rm has an option to approve or disapprove the return order the order has been approved with remarks which is visible in the status bar on the same screen the process could go into multiple approvals which depends on the business process you have and could be configured here after the rm approval the order goes into a hot approval once the hot approves the status changes and could be viewed on the status bar once all approvals are finished the order status shows complete and goes into processing into the erp solution through an integration already created in dms at the time of implementation hence you see the order processing and status of the orders could be viewed in real time on the detailed order screen as a dealer it is absolutely cool to have the visibility of the sales numbers it is important to have the visibility of the current month sales and also have the projections and targets ready for the next month hence the dms portal provides the option to enter the sales figures directly into the system or upload the sales data through a bulk upload the system has the capability to auto create the next month on the closing of the current month you get a holistic view of the secondary sales for a month which is crucial for future planning for an efficient dealer management it is very important to track inventory at a real time this is available in dms where the dealer gets a detailed view into the inventory elements like inventory in hand opening and closing balances returns reorder levels etc as mentioned earlier dealer success and profits are dependent on the targets and schemes it is crucial to constantly monitor and focus on achieving the targets dms provides detailed analytics of the targets for a specific period percent achievement etc which helps the organization and the dealer to plan sales efforts and projections accurately support and search along with a home button once you click on the successful and set sales targets it is absolutely mandatory to have an accurate sales forecast figures and communicate or view the monthly sales product inventory or your sales achievement vis-a-vis the targets for a period the system also gives the access of the knowledge base articles as uploaded constantly on the crm along with all these you may view the dms dashboard the dashboard offers some standard reports like sales leads and their status order details etc these dashboards could also be customized as per the requirements if you may want to see the details of the orders you may click orders under the home icon to view the list of all the orders you may want to filter the orders based on order type here you could view a sales or a return order you also have the option to view and edit and order for which you just need to click the order from the list of all orders once you click an order the detailed order opens with an option to edit that order here we are editing a sales order into a returns order for which you select the order type returned from the order type field for this return order you will have to select the reason for a return from the drop-down list you also have the option to return all the products in that order or part of the products ordered you also have the option of deleting the products which are not to be returned form the same screen under the product summary section it is absolutely crucial for channel partners and organizations to get a real-time status of the orders the dms has a status bar on the summary tab of the detailed order screen this status bar gives a very clear indication and status of a particular order here you could see that the return order is already in qualified state for return due to the reason as defect and has to be approved for processing by the rm the rm has an option to approve or disapprove the return order those figures across the entire sales hierarchy the dms provides a robust and efficient system for forecasting once you sign in into the system a dm's dealer product forecast list can be created this forecast list could be created for every month of a financial year in this example the monthly projection has been done by the dealer based on his sales plan from january till june please observe that for the month of may the forecast is 250 units when these figures are reviewed by the area manager regional manager or zonal manager the projections could be edited based on the sales plan of the organization here you can observe that the area manager has changed the projected figure from a from 250 to 200. once all figures are finalized and approved by zonal manager they could be viewed and drilled down by territory region and state it is absolutely critical to get a real-time analysis of the forecasted figures in actual sales this is enabled by the strong reporting and analytics that d365 offers you can view smart analytics reports in real time in the for smart analytics like graphs charts and diagrams etc and get a clear visibility of target versus achievement you may drill down into detailed reports by regions products etc here you can see that we have dealer performance for the north similarly the total revenue region-wise product wise and dealer-wise revenue could be viewed in real time dealer orders could be viewed furthermore a dealer order drilled for a month for a specific dealer could be viewed a deep dive analytics into secondary sales could also be mapped in similarly multiple reports and analytical data like dealer segmentation churn recency of orders average inventory carrying time age-wise analysis and similar reports could a better understanding of the dealer and channels thereby helping the management to plan and take strategic decisions timely and effectively games generally you can see there are three promotion types flat discount free of charge and percentage discounts a promotion or a scheme could be created in d365 for your set of dealers here you can see a promotion is created for a specific product this promotion has to be applied to a specific set of dealers based on the region here this promotion is applicable for all dealers of north the system offers a feature of a marketing list and you can create multiple lists to whom such promotions and schemes could be extended and applied multiple promotions can be created and the user can select the relevant and applicable promotions applicable to them while placing the order since promotions and schemes are very dynamic and has a major business impact all the need to undergo an approval process this approval needs to be very convenient and user-friendly since the approver could be on the move etc hence this item offers an approval for such promotions and schemes through multiple channels like mobile phone notifications and also through email notifications the approver may view the details of promotion and may approve it on the device itself and it gets updated onto this item in real time alternatively an email is set for approval and the promotion or scheme could be approved or rejected on the mail the moment it is submitted the promotion gets uh dated in the system and orders could be created with such promotions along motions you may want to undertake trade and marketing promotions you may create a problem statement and a trade promotion based on that the details of the promotion with estimated cost intact can be captured on the system these are very helpful to create used cases and review such trade promotions against actual benefits derived from such activates the system can also facilitated creating sales campaigns where we can define target audience for campaign based on region territory customer type send bulk marketing emails sms etc view insights for emails sent enable social posts on linkedin twitter facebook plan amp associate marketing list to campaigns measure campaign returns from orders created social media is a very important platform to market create awareness and promote your product we can create social integration the system enables in posting and review of such posts on the social media platforms a deep dive social media analytics could also be derived giving insights into engagements reach followers etc and also create social media lead generation in the changing world where people are on the move and still wish to stay connected in real time mobile and mobile applications have come absolute mandatory for efficient management we at texura have created a mobile application for channel sales bringing channel management of real time mobile friendly and on your fingertips the channel management mobile app gives you features and options to manage things through this app you may go into all your orders and view all order types like sales or returns orders or view the status of orders like active submitted cancelled invoiced etc you also have the option of creating an order on your mobile application the app allows you to view all your products and add them into your cart confirm and place the order you have the option of viewing orders in different status like here you can see the list of all the fulfilled orders similarly you may create a returns order by changing the order type to returns selecting the product and quantity to be returned specifying the reason for a return and submitting the returns order you can view all your invoices as well through the mobile app and drill down into the details of the mobile app also gives a very user-friendly target versus achievement data in actual figures and as a percentage achievement the app allows you to get a product wise target and achievement numbers with percentage achievement you may also check the inventory levels in real time at the summary level and at a product level as well along with these you also can view the monthly sales as a consolidated number of product twice this is a journey into the dealer management system dems solution i hope this has given you some insight into the technological intervention for effective and efficient channel management i will be very happy to take up any queries or questions you may have you