Workcube ERP CRM Functions
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The document describes the various functions of the Workcube CRM software, including customer relationship management, sales management, marketing management, and other functions. It allows users to manage corporate customers and retail customers with profiles, contacts, projects, orders, and more. Additionally, it covers opportunity management, proposal creation, order processing, campaign tracking, product management, and reporting capabilities. The software aims to provide a comprehensive CRM platform to track all customer interactions and business operations.
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Workcube ERP CRM Functions
- 1. Workcube CRM Functions (Sales - Marketing – Customer Services - Product - Inventory Management) Corporate Customer Management • Active / Potential corporate customer management, • Define unlimited number of categories for the corporate customer, • Define unlimited number of sectors, • Record and track all general, contact and official information belonging to the customer, • Set an additional data screen parametrically relating to the corporate customers, • Add an unlimited number of branch to the corporate customer, • Branch administrator access to each branch, and independent communication information, • Assign a special attorney to the branch, • Display the employees affiliated to the branch, • Create customizable targets for the branch, • Customizable note recording, • Add an unlimited number of employees, • Contact, branch, department data entry separately for each employee, • System access authorization (partner portal) for each employee, • Set an additional data screen parametrically relating to the corporate customer employee, • Language selection settings and access to the system in selected language for the employee, • Customizable note recording for the employee, • Set a team for the corporate customer within company, • Track real time turnover, the account balance and credit information of the customer, • Provide customer data access and independent transactions for multi- group companies, • View all projects related to the customer, • View all opportunities belonging to the customer, • View all sales offers submitted to the customer, • View all sales orders received by the customer, • View the bank statement of the customer(display, print, save as document and PDF, e-mail), • Define and manage all credit information belonging to the customer (open account limit, late interest, payment, etc.), • Display all deals with the customer, • Add and update new deals, • Record and update all bank accounts belonging to the customer, • Record and update all credit information belonging to the customer, Visit Workcube Live Demo, www.workcube.com
- 2. • Record and view all notes related to the customer, • Record and view all documents related to the customer, • Analyze the customer from different perspectives with the analysis forms prepared parametrically (financial competency analysis, etc.), • Record and track all general, communication and personal information related to the retail customer, • Set an additional screen parametrically for the retail customer, • Assign an attorney within the company for the retail customer, • Real time turnover, account balance, and credit information tracking, • View and track all projects related to the customer, • View and track all opportunities related to the customer, • View and track all sales proposals submitted to the customer, • View and track all sales orders taken from the customer, • See the statement of account belonging to the customer, (display, print, save as a document and PDF, e-mail) • Define and manage all credit information belonging to the customer (open account limit, interest for the late payment, etc.), • Record and update all bank statements belonging to the customer, • Record and update all credit information belonging to the customer, • Provide customer info access and independent relations for multi-group company, • Record and track notes related to the customer, • Record and update all documents related to the customer, • Analyze the customer from different perspectives with the analysis forms prepared parametrically,Define other customers in relation with the retail customer by degree, • Authorize the retail customer with encrypted areas access on website, • Set a customer royalty card, • Define additional card users for the customer card, • Upon your requests and needs, versatile customer analysis and reports, General Features • View and track opportunities, proposals and orders on a single screen, • Conduct shared sales with the business partners, • Online sales integration, • Online payment system integration, • POS system integration, • Mobile sales integration, • Manage and track the terms of sales deal integrated with contract management, • Product tracking integrated with product management, • Track product price details and price lists integrated product management, • Track product stock status and stock details integrated with inventory management, • Track enabled sales promotion integrated with campaign module, • Record all kind of opportunities, • Record multi-opportunities for the same customer, • Attach opportunities to salesperson, • Attach opportunities to sales partner, • Attach opportunities to a product category, • Attach opportunities to a product, • Attach opportunities to a project, • Create a direct proposal from opportunity recording, • Project recording directly from opportunity, • Add an unlimited number of follow- up task, • Print opportunity details, • Add a document to opportunity recording, • Display opportunities by the member( customer) • Display opportunities by the milestone, • View opportunities on probability level, • Word search through opportunities, • Save an opportunity list as a document, PDF and send as e-mail, • Record all kinds of proposal, • Set a proposal in different currencies, • Product basket with column data prepared parametrically (stock code, barcode, product code, product title, serial number, quantity, unit, price,VAT %, term, 5 different discount columns, Retail Customer Management Sales Management Opportunity Management Proposal Management Visit Workcube Live Demo, www.workcube.com
- 3. line total, line net total, supplier payment method, tax collection, final total,VAT total, delivery date, total price display, and automated calculation) • Add an unlimited number of product to proposal, • Add a proposal from barcode device, • Attach a proposal to the salesperson, • Attach a proposal to the sales partner, • Attach a proposal to the project, • Confirm proposal, • Set an automated order from proposal, • Set a due date for proposal (expired offers can not be displayed on proposal list), • Shipping methods related to proposal, • Payment method options related to proposal, • Publish the proposal on partner portal, • Add documents to proposal, • Define a category for additional proposal page, • Attach unlimited number of additional pages and categories to proposal, • Add a content to the proposal, • Track the proposal history, • Record a project directly from proposal, • Print a proposal, convert into PDF and e-mail, • Tailor-made output templates for the corporate to convert to PDF, print and e-mail • Proposal copying, • Add follow-up tasks to the proposal, • Record all kinds of order, • Online purchase order, • Product basket with the column data prepared parametrically, • Add an unlimited number of product, • Add a product to the order from barcode device, • Attach an order to the salesperson, • Attach an order to the sales partner, • Attach an order to the customer employee, • Attach an order to the project, • Confirm the order, • Set priorities for the order, • Shipping methods related to the order, • Payment method related to the order, • Attach an order to proposal, • Make stock reservation while recording the order, • Add documents to the order, • Instant viewing the contracts in effect, executed with customer, • Auto-calculate the cost of the order by the contract terms (Late interest, off-invoice allowance, points depending on the cost of order, product discounts depending on quantity or cost, points calculation per product), • Instant viewing the cost of order or up-to-date promotion terms and calculations (free products, gifts, points, coupons, discount%, etc), • Track updated order status, • The order history tracking, • Set an automatic production from the order, • Create an automatic shipping order, • Create an automatic purchase order, • Define an order package information, • Record a project directly from the order, • Track the delivery report, • Print the order, convert into PDF, and e-mail, • Tailor-made output templates for the corporate to print, convert to PDF and send by e-mail, • Copy the order, • Add tracking tasks to the order, • Deactivate the order, • Track the quota account of the customer from the order, • Assign sales quota to the employee, • Assign sales quota to the channel members(vendors, franchise, and etc)and their employee, • Quota management depending on the sales zones, • Provide a quota on turnover basis, • Provide a quota on product basis, • Provide a quota on product category basis, • Add notes to quota info, • Quota detail graphic, Purchase Order Management Quota Management Visit Workcube Live Demo, www.workcube.com
- 4. • Define sales zones in an unlimited number and hierarchy, • Define a sales zone for a particular customer (key account management), • Assign a branch, channel member( vendor, sub-distributor and etc)channel member employee for the sales zone, • Add a document related to the Zone, • Add notes related to the Zone, • Assign quota to the zone and track the rate of quota realization, • Unlimited number ofVisit planning, • Plan visits to multiple members on a single screen, • Plan visits for multiple employees on a single screen, • View and report the results of the visits, • Copy the planned visits, • The entire functions in the corporate customer management (q.v. Corporate Customer Management), • Create a specific targets for the channel members and branches, • Define a system access for each channel member, • Add customizable quota and target for the channel member employee, • Record a channel member as a supplier and a customer, • Provide multi-group companies with independent transaction and member data access • Assign a quota to the channel member, • Manage the detailed channel system access, • Submit online proposal to partner, • Shared opportunity management, • Shared project management, • Shared agenda management, • Shared directory management, • Online message, • Shared member management, • Online help desk through Partner Portal, • Online training through Partner Portal, • Partner polls, • Document sharing, • Update the information related to the corporate, branch and employee, • Track the self-quotas, • Track the self-reports, • Rapid communication with the corporate member, • Add self-service product, • Add self-service product contents, images, and documents, • Self service inventory tracking, • Demand a proposal, • Place an order, • Contract tracking tasks, • Track current account activities and bank statement( integrated with finance module) • Add and track service application, • Warranty tracking, • Backup accounts tracking, • Online training, • Campaign tracking, • Promotion tracking, • Use and add digital assets (document) • Create an unlimited number of timely campaign, • Define a campaign type (category), • Define a campaign stage, • Target budget management for the campaign, • Publish a campaign in different media and methods (Face to Face, E-mailing, Fax, SMS, Direct Mailing,Web), • Attach a campaign to the project, • Record a direct project from the campaign, • Create a content specially for each media and method (e-Mail, SMS, Face to Face, Fax and Web contents), • Promotion planning and defining within the campaign, • Action planning and defining within the campaign, • Define limitless action stages, • Create a campaign team, • Define a target group for the campaign, • Campaign notes, • E-mailing all target group with just a single click, • Add a poll to e-mail content, • Define direct mailing templates, Sales Planning Route (Visit) Planning Partner self service processes (through partner portal) Campaign Management Visit Workcube Live Demo, www.workcube.com Channel (Partner) Relations and Business Management Marketing Management
- 5. • View a member, target group and contact information by the member categories, • Filter repeated records (display as a single record), • Person-based Received/Failed Mail tracking • Person-based received/Failed fax tracking, • Person-based received/failed SMS tracking, • Add/Remove a contact in target group list, • Search through the list, • Bulk e-mail/SMS within the search results, • Auto-labeling from the list, • Define different templates labeling, • Create an unlimited number of target group, • Define a target group by the member category/ membership level / gender / marital status/age range/ educational background/occupation/ department/ number of children/location/ membership start-end date/ sector/title/ the number of employee, • Attach a target group to the poll • Label-printing from the target group list, • Target group list printing, converting to PDF and e-mailing, • Word search through the target group, • Create unlimited number of polls, • Publish timely polls on Web by the product categories (internet, intranet and extranet) • E-mailing polls to target group, • Attach a product to the poll, • Add questions with single-answer/ multiple-answer, • Add unlimited number of answer options, • Poll result graphics, • Track Attendant-based poll responses • Deactivate the poll, • Promotion management fully integrated with sales and product management, • Define a promotion start/end-time based on date, hour and minute • Promotion management on the product basis, • Attach a promotion to the campaign, • Define a promotion by the amount/ cost of shopping, • Discount% promotions, • Promotional free products • Promotional gifts, • Promotion points, • Promotion coupons, • Periodic premium promotions, • Confirm a promotion, • Add an icon to the promotion, • Sales budget tracking by the branch and departments, • Add unlimited number of expense categories, • Add an unlimited number of budget expense item, • Monthly view the annual sales budget belonging to all branch and department on a single screen, • Save a budget plan as document, print, convert to PDF and send as e-mail, • Expense recording and tracking in different currency units, • Display the budget plan in different currency units, Reporting Upon your requests and needs, versatile campaign, target group, poll, promotion, and budget reports, • Accept online application, • Define priorities for parametric application, • Define a category for parametric application, • Define a category for parametric application status, List Manager Target Group Management Poll Management Promotion Management Sales Budget Management Service/Problem/Claims Application Management Visit Workcube Live Demo, www.workcube.com • Print direct mailing content complying with the templates, • Auto-faxing to all target group with one click, • Publish Web content, intranet, extranet timely, • Send SMS to all target group with a single click, Service / Customer Services Management
- 6. • Record the warranty information, • Warranty tracking based on product, customer, coverage, start-end time, and remaining time, • Define a category for the parametric scope of warranty, • Warranty tracking associated with sales partner, • Create a warrant number automatically, • Open and manage a backup account • Backup account tracking based on customer, category, start-end time, and remaining time, • Define a category for the parametric backup, • Track the backup account in relation to the sales partner, • Display backup accounts by the categories, General Features • Unlimited number of product/ service recording, • Barcode device recording, • POS System integration, • CTI (Computer Telephony Integration), • Service / Claims / Problem application recording, • Inquiry application by the title, category and product through Online help desk, • Corporate customer recording, • Retail customer recording, • Opportunity recording, • Campaign tracking, • Warranty tracking, • Backup account tracking, • Litterateur acces, • Outgoing SMS tracking • Incoming SMS tracking, • Upon your requests and needs, tailor- made call centre reports (received calls and application, responding time by the employee, etc.), Reporting Upon your requests and needs, versatile application service and customer services reports, • Sales, inventory and price changes information, export/import feature, • Online sales integration, • Competitive Management, (definitions of competitive, competitor, competitive price tracking by the product), • Define a target by the branch, • Prototype product management, • Scale integration, • Define an unlimited number of product/ service category, • Product feature definitions (colour, size,etc), • Define unlimited number of product units (number, kg, parcel,etc.), • Display a product by the category and price list, • Product word search, • Save the price list as document, convert to PDF, and send as e-mail. • Product –related info recording and managing (Product title / Category / Unit / Size /Weight / Assembly Code/ / Barcode/ Supplier / Shelf life / Sales Acc. code / Purchase Acc. code /VAT rate/ Standard purchase price/ Standard sales price), • Active/ Inactive product, • Production/sales/purchase definitions relating to a product, • Define a product process (suggestion, test, sample, etc.), • Define a product inventory, • Competition defining specially for the product, • Target market defining specially for the product Warranty Management Backup Account Management Call Center Management Product Management Visit Workcube Live Demo, www.workcube.com • Define parametric application step and sub-steps, • Attach an application to the product, • Attach an application to the branch, • Processed/unprocessed application tracking, • Assignment directory from the application, • Warranty inquiry from the application, • Similar application inquiry (based on title, category and product), • Online communication with the applicant, • SMS response to the application, • Display the application history, • Service tracking, • Add follow-up tasks to the application, • Deactivate the application, • Print the application details, Product Management
- 7. • Create an unlimited number of product catalog, • Add an unlimited number of products to the catalog, • Publish a catalog on Web by the user groups, • Publish timely catalog on Web, • Product catalog basket with the column information prepared parametrically (inventory code for each product, barcode, assembly code, product title, quantity, unit, serial no, price, VAT%, term, 5 distinct discount column , line total, net line total, payment method, total tax, final total, totalVAT, delivery time, displaying total price and automated price calculation), • Attach a catalog to the content and publish on Web( integrated with Content Management Module), • Deactivate the catalog, • Define the product actions, • Attach an action to the price lists, • Attach an action to the campaign, • Set a due date for the action, • Product basket with the column information prepared parametrically, • Automated implementation of the action prices, • Define a condition date for the action, List Management • Define an unlimited number of timely price list, • Define price lists by the user groups, and publish on Web, • Define price lists by the branches, • Define a pricing method for the price list, • Define price lists by the category, • Save price list as document, convert to PDF, and send as e-mail, Price Management on Product basis • Standard purchase and sales price tracking, • View price lists including product, • Remove product from the price list, • Define unlimited number of sales prices for the product, • Track the last purchase prices of the product by last invoice price, • Rival product prices recording and tracking, • Recommend a change in product price, and track recommended price, • Product graphic displaying the unit- price changes, • Create a price list by the category, • Define an unlimited number of sub- category for the product, • Tailor-made profit margin for the category, • Assign a category responsible/s • Category storage information (integrated with Inventory Module), Reporting Upon your request and needs, versatile product, price, category reports, Catalog Management Action Management Price Management Category Management Visit Workcube Live Demo, www.workcube.com • Assign a product responsible, • Record all kinds of product images, • Define unlimited number of tailor- made units for the product, • Product-related documents recording and management, • Define the product features, • Define related and similar products • Define alternative products, • Product content recording and management, • Define an automated product tree integrated with Production Planning Module, • Track product-related surveys and responses, • Define a product barcode, • Track comments related to the product added from Web, • Define an additional info screen for the parametric product, • Product warranty info recording, • Product Shelf Management (Locations/ Shelf type / Quantity / Shelf sizes / Start-End Date defining and Management), • Define the information of the product cost, • Purchase terms tracking (integrated with contract module), • Inventory details tracking (integrated with inventory module), • Track the details of the product price,
- 8. • Define a stock strategy by the product (Stock strategy tracking on stock basis), • Minimum stock and maximum stock defining, • Lead time defining by the store/ supplier, • Re-define the order points, • Stock status defining, • Alert on minimum stock(urgent order) over User Page • Minimum and Maximum order defining, • Blocked Stock defining • Define an unlimited number of store • Define unlimited number of locations • Define unlimited number of location fields (width / height / depth), • Define a branch associated with the store, • Assign a store manager/s • Define periodic product category field by the store and location, • Define a periodic shelf information by the product, store and location, Reporting Versatile stock reports upon your request and needs, Stock Strategy Management Field Management Visit Workcube Live Demo, www.workcube.com General Features • Product-based inventory management, • Updated inventory graphic based on the product, • Real inventory / available inventory tracking, • Received order and reservation tracking, • Display fixed term stock movements (type of documents, on storage basis) • Save stock movements as document, PDF and send as e-mail, • Display product stocks by the location, • Display product stocks by the shelf, • Create and update purchase slips, • Create and update sales slips, • Set an auto-shipping order, • Create a stock opening receipt, • Create inventory slips (Consumption Slip /Wastage Slip / Production Input Slip / Warehouse Slip/ Enumeration Slip), • Track a stocktaking by the store/ location, • Create an export document from stocktaking, • Display capacity and weight information by the real stocks and available stocks on store/location basis, Inventory Management