MobileERP How to explanations for CRM: Customer Relation Management scenarios * indicates 3rd party charges
Copyright 2009 MobileERP Softech P Ltd. India.
CRM and MRP Systems for Normal Manufacturing, Trading, Retail and Construction Businesses
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Process Marketing Pre-Sales Offer Sales Order Fullfillment Documentation Payment Followup Customer Support Management Reports
1. MARKETING: How can I do real Marketing Management using ERP for my company?
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Activities Setup a Marketing Budget, Collection Targets and Lifting Targets for specified period Setup a Campaign to use physical media Setup a internet Campaign to Market your website or e-commercestore Setup a mail, email or sms based Campaign Setup a price or scheme based campaign for different products and services Socializing via Internet Campaign Setup campaign for Walk-in Customer Find tenders by checking websites and newspapers on daily basis Prepare Marketing reports
Folders MktgBudget Physical Campaign Website Campaign Contact /  Email Campaign Pricelist / Scheme / Campaign Widgets Campaign Kiosks / Showroom / Sales reps Tender Campaign Marketing reports
Example MKTGBUDGET=YYYY NewsPrint* Domain name Setup* ContactDatabase Setup Send Schemes to Partners/customer Facebook CSRV Checklist for sales reps www.tenderonline.com Campaign Performance
For Product Line = Mini Coolers Magazines* Webserver Setup* CardReader interface* Price x if bought > 10 units before dt. Twitter e.g. Offer for tea, welcome customer etc. TOI Tenders Newspaper Active Campaigns
DEPT Month = Jan Exhibitions* Website Setup Excel upload (Datewise, Qtywise, Customerwise) Orkut Provide product info via kiosks or presentations Newspaper 2  Campaigns this month
MARKETING MktgBudget=100000 Seminars* SearchEngine optimization* NetSearching (Modelwise, Monthwise, Branchwise) Youtube Display products nicely in showroom Profitable Campaigns
Collection Targets = 700000 TV* PPC - Pay per click advt.* eLeaflet Local Currency Pricelist  Picassa Loss making Campaigns
USER Lifting Targets = 900000 Hoardings* Flash BannerAdvt.* BulkEmail Foreign Currency Pricelist for exports GoogleEarth
XX Leaflets printing/mass mailing* Live Actor on screen* BulkSMS* Spares Pricelist for dealers Chat
Phone* e-Commerce shopping cart
FREQ LeadsBuying* Payment gateway*
DAILY Campaigncost=2500 RSS Feed
MKTGBUDGET=YYYY
WORK ENTER ENTER ENTER ENTER ENTER ACCESSING ENTRY / ACCESSING ENTRY REPORT
2. PRE-SALES: How can I do real Pre-Sales management using ERP for my company?
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Activities Sales person Tracks and records Leads generated via campaign and various marketing efforts Inform Liason Officer to purchase Tender document or buy leads directly by paying to leads selling cos. Or commission agents Prepare Call plan to followup Leads Get Sales Report from sales person Conduct online Meetings / web based demos of PRODUCTS presentations via Webinars AS per requirement from customer Do Physical meeting with customer and report customers intention to buy product or any customer specific requirements Get Results & Sign agreement if won and update lead system Prepare Pre-Sales reports
Folders Leads Tender/Leads buying CallPlan/Leads Followup SalesReport TeamViewer*/Skype*/WebEx* ODVISIT Tender/Leads Marketing reports
Example Enter Leads Enter Tender Info before buying SalesPerson 1 Demo Required Webinars reduces your Customer Name Status = Won LeadsByTerritory
Customes x Tender for Software Development Date=xx/yy Quote Required travelling time & costs Place visited If lost LeadsByPartners
Product y Tender Amount Rs. 5000 FollowupLead=1 SiteTraffic which competitor got order? LeadsByCampaign
Amount x Last Purchase Date 02/06/09 Customer A needs  ReferringWebsite LeadsBySalesperson
Opportunity perc 90% Enter Tender Info after buying Quotation CountrywiseTraffic LeadsKPI/6-Sigma 
Sales Person 1 Tender for ERP Software Development Top10/Last10Leads
Campaign=yy Tender Budget Rs. 200000 Open Leads
Receive Leads via…. Last date of Submission 02/08/09 Market Share
Email / Website / IVR / FAX / PHONE / Chat Expense Voucher Competitor Performance
Walkin customer / Facebook / orkut etc. Tender Purchase A/c Dr 5000
To Cash/Bank A/c 5000
WORK ENTRY ENTRY  ENTER ENTER ACCESSING ENTER ENTRY REPORT
3. OFFER: How to give Pricelist / Offers / Quotation / Proforma Invoice / Bid from Inquiry / Tender to customers?
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Activities Customer Sends Inquiry Customer prepares LME or Product costing sheet to prepare quotation Customer Receives Quotation or Bid In case of Tender print additional documents Do Call plan to followup Inquiry and Quote given Get Sales Report from Sales Person If loss collect the security? Identify the reason  If Won Submit Tender Security Amount Prepare Quotation reports
Folders Inquiry / Tender LME / Product Costing / Payment Schedule Quotation / Tender Bid / Pricelist Printing Bid Submission sheet CallPlan SalesReport Voucher Entry Voucher Entry Quotation/Tender Reports
Example CustomerName Todays Material rate ProductName Bid Security Sheet SalesPerson 1 Negotiation required Receipt Voucher Payment Voucher Active Quotes
DEPT ProductName System refers BOM Qty=xx Date=xx/yy Modified Quote required Cash/Bank A/c Dr. 5000 To Tender Security A/c Dr. 20000 Lost Quotes
MARKETING Qty=xx System refers Process Price=yy Followup Quote no: xxxx Update Leads if Won/Loss Order To Tender Purchase A/c 5000 Cash/Bank A/c 20000 Won Quotes
System refers Service Activity Ship=zz Service Representative Sales Personwise sales
USER Next: Search Product using normal Terms etc. Territorywise sales
XX Refer Tender Checklist purchase flow Currency Applicable only in case of Tenders Only for Tenders applicable Quote KPI
Report: Send Invitaition to supplier to bid ICB Taxes
FREQ Prepare Payment Schedule
DAILY
WORK ENTER ENTER/REPORT REPORT PRINT ENTER ENTER ENTER ENTER REPORT
4. SALES (Normal): How will customers place conventional DISCRETE flow orders. Via Tender or by direct walkin customers?
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Activities Customer Sends PO-Purchase Order VIA email, fax, phone, courier, mail etc. CreditCheck the Order Contract Review this order along with Quotation Manager Approves the SO-Salesorder Send OA-Order Acknowledgement to customer Customer accepts Order via selfservice online directly from website or amends/shortclose order RUN Make to Order MRP Planning. Planning done against the Sales order RUN MRP1 Planning and Start Purchase process Enter and Print DA and intimate warehouse to supply goods 
Folders SO-Sales Order CreditCheck Contract Review Approves Order Print OA OrderConfirmation MRP II Plan MRP I Plan Enter DA / Print DA
Example CustomerName Credit Limit Check Compare Quote with SO Stock Checking Email Customer SelfService Next: Start Manufacturing Next: Start Purchase Next: Start order fullfilment
DEPT ProductName Pending payments check Plantcapacity Fax OnlineOrder Acceptance process process process
Commercial or Qty=xx Suppliercommitment Print SO Amendment (refer process in SCM) (refer process in SCM) (refer process below in CRM)
Sales or Planning Price=yy Subcon commitment SelfService
USER Ship=zz / Terms / Taxes / Multi$ CustomerHistory SO Shortclose
YY Type of Entry Close the order
FREQ Auto: If PO against Quote Remaining qty
When Order Manual: Select Customer / Enter items not sent atol
Comes SOTYPE=Flow
SOTYPE=Sample Bypassed in case of Sample Bypassed in case of Sample Bypassed in case of Sample Bypassed in case of Sample
In case of Sample Rate=0
WORK ENTER REPORT REPORT REPORT REPORT ENTER RUN RUN ENTER/PRINT
TESTRUN PO31OCT
wire qty=10 rate=70 disc=2 tot=686 usd
4 SALES (JIT): How to execute Contract based JIT Orders?
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Activities Enter JIT Contract Order in sales order  Enter JIT Order in Forecast or Demand Plan On Approval of Forecast transfer first Quarter demand in DA against SO Print DA and intimate warehouse to supply goods  MRP 2 - Manufacturing Resource Planning done as per forecast MRP 1 - Material Requirement Planning done after MRP II RUN
Folders SO Forecast / Approve DA - Dispatch Advise Print DA Run MRP Server / Create WO / MI See MRP Chart/Create PR
Example Custome X Custome X Custome X Next: Start order fullfilment System calculates exact requirements Week 22
ITEM YY ITEM YY ITEM YY process for FG and SMFG to be manufactured ITEM YY
QTY=100000 Jan 1000 units Jan 1000 units (refer process below) Create Work Order for FG/SMFG REQ DATE = XX/YY
Feb 2000 units Create Material Issue slip for stores POQTY=MRPQTY-PO-Stock
Mar 2000 units DA prepared for current month only WOQTY=ForecastQty-WIP-Stock Next: Start normal boughtout
Quarter 2, 3, 4 Next: Run production process in SCM purchase process in SCM
Assumptions One JIT Order per annum One Quarter delivery fix
Other Quarter delivery variable Planning done for 2nd month onwards
Customization SOTYPE=JIT Link to Customer / SO Customize Forecast to DA
in Formeditmodes.asp file
WORK ENTER ENTER POSTING REPORT RUN RUN
4. SALES (Kanban): How to execute Contract based Kanban Orders?
Steps--> 1 2 3 4 5 6 7 8
Activities Enter KanbanQty supplied by Customers in Item Master Enter Sales Order against yearly Kanban Contract PO Enter Forecast against SalesOrder MRP 2 - Manufacturing Resource Planning done as per forecast MRP 1 - Material Requirement Planning done after MRP II RUN Enter Kanban Order in Kanban Order(KO) form. On approval of KO auto generate DA to Warehouse Print DA and intimate warehouse to supply goods in Kanban Time
Folders FG Item Master SO  Forecast against SO Run MRP Server / Create WO / MI See MRP Chart/Create PR KanbanOrder / Approve DA - Dispatch Advise Print DA
Example 1 KanbanQty=30 Actual Qty of FG1 Customer X System calculates exact requirements Week 22 Customer X Customer X Next: Start order fullfilment
PONO y dates dd/mm/yy for FG and SMFG to be manufactured ITEM YY PONO y dates dd/mm/yy PONO y dates dd/mm/yy process (refer process below)
ITEM XX Create Work Order for FG/SMFG REQ DATE = XX/YY KONO y dates dd/mm/yy ITEM XX
Yearly Qty = 100000 Create Material Issue slip for stores POQTY=MRPQTY-PO-Stock ITEM XX ActualQty=300
WOQTY=ForecastQty-WIP-Stock Next: Start normal boughtout KanbanQty = 10
Assumptions Items are unique for each customers There will be only one PO p.a. Next: Run production process in SCM purchase process in SCM Many KO per annum One KO will have one DA per month
Customize Create KanbanQty float field in SOTYPE=Kanban New KanbanOrder form Auto fillup of DA via KO in
Item master and update it with data CustomerID / KONO / Date formeditmodes.asp file code
Enter Time to supply in Timefence ItemID, KanbanQty to be written and tested.
WORK ENTER ENTER SO  Simulated Forecast RUN RUN ENTER POSTING REPORT
4. SALES (Consumption): How to execute Consumption/Consigment based Orders?
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Activities Run flow Order Process on Consignment contract Deliveries are made and Sales Invoicing done Customers Informs about materials consumed at their place on certain dates Send Customer Payment due letter for payments due against consumption Cosumption booked in accounts as payment received against Invoice
Folders Flow Order Process Order Fullfilment Process Enter Consumption Payment Reminder Receipts
Example Customer X Next: Start order fullfilment Select SO Customer X Cash/Bank A/c Dr 
Item Y process (Refer process below) Item Y Payment due = 30000 To Debtors A/c 
QTY=10000 Sales Invoice posted with BillRef QTY Consumed=3000 Against Pending Bill Ref
Rate=10 Bill Value=100000 Pending Qty=7000 Receipt Value=30000
WORK RUN (refer Flow order process above) RUN ENTER REPORT ENTER
4 SALES (Recurring): How to execute Recurring Orders?
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Activities Enter Recurring Order in recurring order master Enter Forecast based on recurring order MRP 2 - Manufacturing Resource Planning done as per forecast MRP 1 - Material Requirement Planning done after MRP II RUN Post all recurring order into SO- Sales Order, DA - Dispatch Advise Print OA and send to customer Print DA and intimate warehouse to supply goods 
Folders Recurring Order  Forecast Run MRP Server / Create WO / MI See MRP Chart/Create PR SO / OA Print OA - Order Acknow. Print DA
Example Custome X System calculates exact requirements Week 22 Custome X Custome X Next: Start order fullfilment
ITEM YY for FG and SMFG to be manufactured ITEM YY ITEM YY ITEM YY process
QTY=100000 Create Work Order for FG/SMFG REQ DATE = XX/YY QTY=100000 QTY=100000 (refer process below)
Frequency = Monthly Create Material Issue slip for stores POQTY=MRPQTY-PO-Stock
WOQTY=ForecastQty-WIP-Stock Next: Start normal boughtout Create DA only if stock there
Next: Run production process in SCM purchase process in SCM
WORK ENTER ENTER RUN RUN POSTING/AUTO PRINT PRINT
4. SALES (Advances): How to execute Advances based Orders?
Steps--> 1 2 3 4 5 6 7
Activities Company gives Advances based on scheme given to customers Customer Pays Advance amount based on Scheme given by company Enter Forecast based on Advances received from customers and past experiences MRP 2 - Manufacturing Resource Planning done as per forecast MRP 1 - Material Requirement Planning done after MRP II RUN Customer Sends Orders against Advances Enter and Print DA and intimate warehouse to supply goods 
Folders Pricelist Advances Entry / Voucher posting Forecast Run MRP Server / Create WO / MI See MRP Chart/Create PR SO / Advance Check/OA Enter DA / Print DA
Example Custome X Custome X System calculates exact requirements Week 22 Custome X Next: Start order fullfilment
ITEM YY Advance Amount = tttttt for FG and SMFG to be manufactured ITEM YY ITEM YY process
Price=xx if advance given in Jan Payed in Month of Jan Create Work Order for FG/SMFG REQ DATE = XX/YY QTY=100000 (refer process below)
Price=yy if advance given in Feb Create Material Issue slip for stores POQTY=MRPQTY-PO-Stock Price=xx
Price=zz if advance given in Mar WOQTY=ForecastQty-WIP-Stock Next: Start normal boughtout Total < Advances Create DA only if stock there
Next: Run production process in SCM purchase process in SCM
WORK ENTER ENTER ENTER RUN RUN ENTER / Approve / Print Enter / Print
4. SALES (Forecast): How to execute Forecast based make to Stock Orders?
Steps--> 1 2 3 4 5 6 7 8
Activities Enter customer sent forecast MRP 2 - Manufacturing Resource Planning done as per forecast MRP 1 - Material Requirement Planning done after MRP II RUN Customer Sends PO-Purchase Order VIA email, fax, phone, courier, mail etc. Manager Approves the SO-Salesorder Send OA-Order Acknowledgement to customer Customer accepts Order via selfservice online directly from website or amends/shortclose order Enter and Print DA and intimate warehouse to supply goods 
Folders Forecast Run MRP Server / Create WO / MI See MRP Chart/Create PR SO-Sales Order Approves Order Print OA OrderConfirmation Enter DA / Print DA
Example Custome X System calculates exact requirements Week 22 CustomerName Stock Checking Email Customer SelfService Next: Start order fullfilment
ITEM YY for FG and SMFG to be manufactured ITEM YY ProductName Plantcapacity Fax OnlineOrder Acceptance process
Week 1 Qty =100 Create Work Order for FG/SMFG REQ DATE = XX/YY Qty=xx Suppliercommitment Print SO Amendment (refer process below in CRM)
Week 2 Qty = 200 Create Material Issue slip for stores POQTY=MRPQTY-PO-Stock Price=yy Subcon commitment SelfService
Upload via Rosettanet XML WOQTY=ForecastQty-WIP-Stock Next: Start normal boughtout Ship=zz / Terms / Taxes / Multi$ CustomerHistory SO Shortclose
Upload from excel Next: Run production process in SCM purchase process in SCM
WORK ENTER RUN RUN
4. SALES (Auction): How will customers place orders via website for Auction Items ?.
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Activities Customers Visit Website Verification LogIn Select Product Enters Bid If Won Select Send Payments Customer Admin screen Auction Admin screen
Folders Website Customer AuctionCart BidCart ShippingCart Payment Gateway Cudtomer Admin screen Auction Admin screen
Example www.xyz.com Existing Customer Login Product x  Bid=Rs. Xxx DHL PayPal Receipts Receipts
New Customer Reg MinBidAmt xxx Quotation CardType:VISA InvoiceNo InvoiceNo
Email Username & pwd CardNo: 397989 Transporter Transporter
Last3Nos: 786 Products Products
Work Customer Visits Customer Enter Customer Enter Customer Enter Company Approve Customer Enter Customer REPORTS REPORTS
4. SALES (e-Commerce): How will customers place orders via e-Commerce website and send payments?
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Activities Customers Visit Website Select Product using Mouse, Keyboard Select preferable Shipping company who can deliver goods to your doorstep Ask existing customers to Login OR Create new customer accounts Send Payments via credit cards Sales posting at end of day Stock posting at end of day eCom Admin screen to manage the business
Folders Website ShoppingCart ShippingCart Customer eComPayments SalesVoucher StockVoucher eCommAdmin
Example www.xyz.com Product x price=y DHL Existing Customer Login Option 1:PayPal Cash/Bank Dr. ITEM
Qty=xx will be entered FEDEX New Customer Reg CardType:VISA Sales Cr. Customer
Quotation prepared MARUTI Email UID & PWD to cust CardNo: 397989 If e-comm=Bank Price
Customer decides to buy HAND PICKED Retail Last3Nos: 786 Stock
CardName: Mr.X
ValidTill: 01/10
Option 2: VISA
Option 3: MASTERCARD
WORK Customer Visits Customer Enter Customer Enter Customer Enter Customer Enter Post Post Reports
4. SALES (POS): How will customers place orders via POS-Point of Sales System for Retail business?
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Activities Authorized Sales Person Logins to POS Select Product using Barcode by default or Mouse, Keyboard Receive Payments in cash or credit Print Invoice, Pack and deliver the goods to Customer Sales posting at end of day into ERP Stock posting/reconcile at end of day into ERP POS Admin screen to see POS Reports and setup masters  
Folders Login POS RetailCart Receive Payments Retail Invoice SalesVoucher StockVoucher POS Admin  
Example Product x price=y Option 1:Credit Card Product x price=y Cash/Bank Dr. Store=Retail outlet POS Reports
UID = XX Qty=xx will be entered CardType:VISA Qty=xx will be entered Sales Cr. ITEM
PWD = XX Quotation prepared CardNo: 397989 Total = zz If POS=Cash Retail Outlets
Customer decides to buy Last3Nos: 786 FreeGift = uu If e-comm=Bank Customer
CardName: Mr.X Deliver Products by hand Payment types
ValidTill: 01/10
Option 2: Cash
WORK ENTER ENTER / BARCODE ENTER PRINT POST POST REPORTS
4. SALES (Mobile): How will customers place orders via HandHeld or Mobile Phones?
Steps--> 1 2 3 4 5 6 7
Activities Authorized Sales Person Logins to Mobile Select Product using Mobile pen or keyboard Receive Payments in cash or credit Print Invoice, Pick and deliver the goods to Customer Sales posting at end of day into ERP Stock posting/reconcile at end of day into ERP In case of mobile POS receive material back and reconcile in ERP  
Folders Login Mobile or Handheld MobileCart Receive Payments Print Invoice SalesVoucher StockVoucher DOReceive  
Example Product=Wafer price=y Cash or Check only Product x price=y Cash/Bank Dr. Store=Retail outlet Run consignee / return flow
UID = XX Qty=xx will be entered Credit is also possible Qty=xx will be entered Sales Cr.
PWD = XX Quotation prepared upto certain limit Total = zz If POS=Cash
Customer decides to buy Monthly billing possible FreeGift = uu If e-comm=Bank
4. SALES (Project): How to do Project Sales, Management and Execution?
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Activities Enter the client information Enter the contract. Enter the Bill of Materials for that Project. Enter Projects Plan with Task & Sub-Task  Print Project Plan Project Invoicing & Payment Plan Project Payment Receipts Progress Entry Progress Report
Folders customer. Sales Order BOM Process Master Route Sheet Sales Invoice Receipts Move Lot  Progress Report
Examples Customer name: Teramount SO Type=Project BOM Type = Project Process = Project Deadlock,Slack,Critical Path, Gantt Chart Project Productivity Task Start time & Task End time Task Delayed
FG Item = Project Name Start Item = FG Item  Operation = Task Project Duration Task Rejection Cycle Time of Task
Rate = Project Value End Item = Project Item. Plan Days = 5days Project cost=Size*Effort*Cost of Effort Rejected Task
Qty = Project Size End Qty = Project Qty. Project Team = Team1 Project Size=No of Task REPORT ENTER ENTER REPORT
Project Effort in mandays=plan Days for the task
WORK ENTER ENTER ENTER ENTER REPORT
5. ORDER FULLFILMENT (Products): How do I fullfill or execute order for my online or physical business?
Steps--> 1 2 3 4 5 6 7 8 9
Activities Create Warehouse Inward Create Delivery Challan(DC) Prepare Sales Invoice  Enter Packing Details Print Sales Invoice Delivery Transfer record is maintained for confirmation of goods delivered Post Sales Invoice in accounts Receive payments and post in accounts Track Order Statistics
Folders Warehousein/FGRECEIVE Warehouse out/FGISSUE Sales Invoice  PACKING Sales invoice Delivery Transfer Sales Voucher Entry ReceiptVoucher/PRINT CRMCOCKPIT
Example FROM FGSTORE FROM WAREHOUSE Customer X Invoice no. SI/112 Excise : DTA/00001/YEAR Transporter=xx Debtor A/c Dr  Cash/Bank A/c Dr  ERPToYou
TO WAREHOUSE TO TRANSPORTER ITEM Y Container=123 VAT: EXC/00001/YEAR Sales Invoice=yy To Sales A/c To Debtors A/c  OrderByRegion/Territorry
Against DA Transporter=Shakti transport AMOUNT Z Pallet=x1 Service: SRV/00001/YEAR Delivered on xx/yy To Vat A/c  OrderByCampaign
Date of shipment=2/2/09 DATE=1/1/2009 Box=b1 Export: SI/00001/YEAR Orders KPI /6-Sigmas
Against DA Boxtype=wodden Scrap: SCR/00001/YEAR This is to check whether transporter
Autoentry when DA Approved Autoentry when PKG Approved Autoentry when DC Approved Unitperbox=10 PurchaseReturn: PRR/00001/YEAR delivered the goods or not?.
srno from x to y CREDIT Top 10 / Last 10 Orders
Case no x netwt grosswt CASH Delayed Deliveries
Stock updated on Approval Stock updated on Approval
TestRun PKG/00032/2009-10 DS/00020/2009-10 SI/00021/2009-10
WORK Add srno / case no / wt & approve Add Transporter Add Type of invoice Manual Enter / PRINT Pkg slip Print ENTER POSTING ENTER DATA/PRINT RECEIPT REPORT
5. ORDER FULLFILMENT (Services) : How to do CMMi based Project Management, Execution and Order Fullfillment?
Steps--> 1 2 3 4 5 6 7 8 9
Activities Build CMMi Groups Assign Team and Documents to CMM Process Setup CMM Project with project plan Setup CMM Project Size Setup CMM Project Cashflow schedule with payment tracking Analyse CMM Project Size Analyse CMM Project Efforts Analyse Project cashflow and margins Analyse PCB Matrix and Project Productivity
Folders CMMGROUP CMMPROCESS CMMPROJECTS CMMPROJECTSIZE CMMCASHFLOW Report Report Report Report
Examples IMG - Implementer group ReqStudy / Customization Customer details Order contents Payment schedule
PMG-Project Mgmt Data Collection / Migration HOWTOS STEP = 100 entry as per order REPORT REPORT REPORT REPORT
CCB-Change Control Board/Steering Training / Operations
TCG - Technical Change Group
WORK ENTER ENTER ENTER ENTER ENTER
6. DOCUMENTATION (Exports): How do I fullfill or execute export orders for my online or physical business?
Steps--> 1 2 3 4 5 6 7 8
Activities Prepare your export agent list Prepare entry for Letter of Credit or Bank Gaurantee as per details given by customer Entries to prepare covering letters Enter data to prepare pre shipment documentation This are Documents prepared before shipment to get the shipment customs cleared Track the Shipment and inform customer about status of shipment and its whereabouts Enter data to prepare post shipment documentation Post Shipment documents are the documents which are handed over to bank for the payment, and buyer bank handover the same to buyer, which contain B/L ie bill of lading, and on the basis of this goods are release
Folders ExportAgent  LC / Bank Gaurantee / Bank Credit Covering Letter entry PreShipment Entry  Pre Shipment documentation Shipment Tracking Post Shipment Entry Post Shipment documentation
Example Shipping Lines details Export Documents Printing via Google Export Documents Printing
DHL Covering letter Printing via GPS Bill of Lading
FEDEX Export Invoice Printing via DHL online Bank Form
Packing list printing via Blackberry Bank Document Letter
Packing slip printing Declaration Form
Packing Details printing Advance Cargo Declaration
A.R.E.1 printing Export Value Declaration
ARE Enclosures General Security Cargo Declaration
Annexure C-1 / A / 19 Shipper's letter of instruction 
Form SDF / A (GSP) / 402 (FEDEX,DHL,UPS)
GSP covering  letter Insurance Form
N-form Export Proof Letter
Certificate of origin Indemnity letter
Authorised dealer code
Letter to Asst Commissioner
Exemption letter of Octroi 
Work Enter Enter Enter Enter Print Report Enter Print
6. DOCUMENTATION (Construction): How to do Construction Business Customer Documentation Preparation and Handover?
Steps--> 1 2 3 4 5
Activities Customer Letters  Unit Offer Letter Loan Sanction Letter BAF-Booking Acceptance  Notes to Customer
Folders Customer Letters  Unit Offer Letter Loan Sanction Letter BAF-Booking Acceptance  Notes to Customer
Example Cover Letter
WORK REPORT REPORT REPORT REPORT REPORT
Steps--> 6 7 8 9 10
Activities Provisional Allotment Letter Construction Agreement Agreement to Sell  Sale Deed  Possession Letter
Folders Provisional Allotment Letter Construction Agreement Agreement to Sell  Sale Deed  Possession Letter
Example
WORK REPORT REPORT REPORT REPORT REPORT
7. PAYMENT FOLLOWUP: How Salesperson should do payment followup, customer satisfaction and Sundry Debtors management?
Steps--> 1 2 3 4 5 6 7 8
Activities Do Debtors Aging Analysis Find Overdue Payments and Interest applicable on overdue payments Print Payment Reminder Letters Entre Payment Followup done by you here Send Warning or Notice for non-paying customers Answer Customer Complains Act on Customer Suggestions Act on Customer Feedback
Folders Debtors Overdue Payment  Payment Reminders  Payment Followup Warning Complains Suggestions Feedback
Example Between 0 to 30 days Interest Rs 200 applicable Emailed on 2/2/2009 Customer X Customer X
DEPT 10 customer Amount: Rs. 1000 Overdue by 30 days couriered on 2/2/2009 dateoffollowup: 1/2/2009 We will stop service
MKTG if not paid before x date
USER: XX
FREQ: DAILY
WORK REPORT REPORT REPORT ENTER REPORT
8. CUSTOMER SUPPORT: How to do Customer Support via implementing Customer Self Service?
Steps--> 1 2 3 4 5 6
Activities Register Customer for Self Service & provide special password for access Conduct a meeting with customer with appointment & agenda and write MOM, send MOM to all participants Conduct Web based Meetings with customers Provide customers support with FAQ - Frequently asked questions based help Provide customers with Quotes/Pricelists/Special Schemes Provide Order and delivery schedule to customers
Folders Customer Registration Appointment/Meetings/Agenda/MOM Chat widget FAQs Quotes/Pricelists/Scheme SO / DA / DC / SI
BY CUSTOMER
WORK ENTER ENTER ENTER REPORT REPORT REPORT
Steps--> 7 8 9 10 11 12
Activities Give customer support or establish sales call center using online IVR System Send and Receive Faxes from Internet without owing or settingup fax machines Get Customer Feedback on product or service provided Listen and note down customer complains Listen and note down customer suggestions Provide customer with accounts statements and payment reminders
Folders PhoneIVR2email* fax2email* FeedbackForm CustomerComplains CustomerSuggestions Statements / Reminders
BY CUSTOMER IVR-Int. Voice Recording
WORK ENTER REPORT ENTER ENTER ENTER REPORT
CRM System for University or Education Business
How to run a training business / a university / a college / a education institute local or distance learning?
Steps--> 1 2 3 4 5 6
Activities Training Resource Setup Delegate Enrollment / Admission Delegate Financial Control Tutor Financial Controls Delegate Training  Assignment Processing
Folders  Setup Training Program, Course units of Program Setup Delegate / Student Master Delegates Fees Shedule Tutor Fees Payments Training Calender publish Tutor Sends to delegate via Tutor Portal
Setup Tutor Master, Tutor Course Activites Setup Course Units for Delegates Delegates Fees Collection Tutor Account Statement Online Training accessright given Delegates sends to Tutor via Delegate Portal
Setup Tutor Charges, prepare training material Delegates Fees Receipt print Training record updated
Tutor publised training material ,publish course FEE Structure
CRM System for Hospital Management
How to run a Hospitals, Clinics, Diagnostics centres, OPD, IPD and Emergency Sections?
Steps--> 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Activities A Patient visiting hospital registers himself and also pays advance payments if needed as per hospital policy Patient requests Medical Treatment which he/she needs as per his OPD, IPD Status. IPD and OPD consultants diagnosis is entered and medicines prescribed for patient. Priscription is entered by Dr. Consulting Billing along with Dr. commission is prepared by Admin staff If Hospital bed required then bed is found and allotted to patient. Daily Hospital Budgeted Bills are prepared and delivered to patients. If Diagnosis is required then patients visits diagostic center Diagnostic center scans and uploads reports or diagnosis found for that patient. Diagnostic center billing is prepared by Admin staff If hospital clinic or hospital affiliated clinic visit is required for routine checkup or higher level consultation then that is entered Clinic enters the diagnosis and prescribes the medicines. Clinic services billing is prescribed by Admin staff Patients goes to Hospital Pharmacy for medicine or Hospital issues medicines from his own Pharmacy Pharmacy bill is prepared by Admin staff Patient requests emergency services for Ambulance, Doctors, Diagnostics services etc. and is ready to pay for that. Admin prepares bills for emergency services. All bills from various services will be combined to form one single bill to be given to Patient or Insurance company for total payments Insurance company or Patients settles the final bill.
Folders  Patient Registration / Advances Medical Treatment Required Dr. Consulting / Diagnosis / Prescription Consulting Billing Hospital Bed Allotment Hospital Daily Billing Diagnostic center request Diagnostic reporting Diagnostic Billing Clinic Diagnosis Clinic Prescription Clinic bill Pharmacy issue Pharma bill Emergency services Emergency billing. Final Bills prepared Rcpt Voucher