Optimize Your Sales Process for Manufacturing

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[Music] in manufacturing having a smooth B2B sales process is crucial especially for standard products in cataloges it helps speed up orders and ensures customer satisfaction let us consider relite Motors and auto parts manufacturing company the sales rep Alex has a hot lead which he has converted to an opportunity a contact and an account for this opportunity Alex chooses the right price book based on how much business the customer might bring Alex can choose from platinum gold silver or the standard price book he selects the standard price book Alex adds the initial product requirements from Jacob the customer to the opportunity these quantity requirements might change later next he prepares the quote when the opportunity moves to the quote preparation stage he fills in details like the account name opportunity and marks it as the primary quote Alex adds the final list of products to the quote making sure the quantities meet the minimum order limit he can also give discounts within certain limits if it's more he needs approval from his manager once the quote is good to go Alex can gener generate the code document preview it and save it Elite Motors uses doq sign with Salesforce for Easy Digital signatures the document is prepared for the customers's digital signature so Alex sends it the customer signs it and it's a done deal that signed document lands need ly in the notes and attachments section of the quote Alex kin now Mark the opportunity has closed one Alex creates a sales agreement links it to the customers's account sets the start date and decides the duration usually 12 months the sales agreement then goes through a review and approval stage after the necessary approvals the agreement is activated and the deal begins Alex can cancel renew or end agreements if required during the sales agreement period Jacob the customer can place orders Alex uses the active agreement to keep track of the planned versus the actual revenue generated Alex creates an order and links it to the customer's account he sets the order date and marks it as draft Alex sadly order products and their respective quantities when the order is ready to be shipped Alex changes the order status to activate it with the help of the sales agreement the organization has access to historical data of actual orders placed by the customer across different mark this data is useful to effectively forecast production for the upcoming months connection between Salesforce and the manufacturing plant Erp system can also be set up this will ensure real-time data sync between the two systems which ensures efficient production planning and forecasting Alex also uses dashboards to visualize the or data for making important business decisions he tracks the health of sales agreements with different accounts product Performance top accounts and what to expect in sales for the coming months for the sales rep manufacturing Cloud features helping creating new opportunities and tracking existing run rate business through sales agreements for the demand planner manufacturing Cloud features help in better production planning and effective forecasting through sales agreement data at absis we planed Cutting Edge solutions from Salesforce with our industry knowhow to make operations smoother and Boost customer connections