A quick setup option for a wholesale company management system
After setting up the creation of analytical CRM based on Vtiger 5.3 ( 1 , 2 ), its disadvantage became obvious - the need to create modules with the involvement of programmers. But since Vtiger 5.3 performed its functions, it was decided to leave everything as it is, following the principle - the best enemy of the good.
A year later, when choosing software for managing a project office (but for a completely different project), I ran into Advanta.
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The program was more than just a project management environment. I will not go into details, the program’s website has a detailed description of it, let me just say that the program seemed to me to be a designer, with which you can independently and quickly set up any management environment.
I wondered if it was possible to reproduce CRM in a wholesale company. It turned out possible, and all the settings took me a few hours.
First of all, the “Customer Relationship Management” section was set up. Its client details were configured in the client card (life cycle stage, general information, etc.).
Then the section “Assortment line” was created, in which there is information about the structure of customer consumption in the context of product groups.
In the "Brands" section there is information about the customer consumption structure by brand.
The sections “History of Work” and “Contacts” are standard for any CRM, I just formed a set of required fields.
In the section "Our competitors" is information about the threats to individual product groups and brands of the company.
Information on goals for the current month in terms of brands and product groups is entered in the “Sales Plan” section.
On the “Sales Facts” tab, information about actual sales is aggregated based on the delivery schedule.
I set up the sales funnel as a subordinate to the customer, but it can be completely arbitrary.
Information on the tabs "Actual sales", "Brands", "Assortment line", "Sales plan" is aggregated at the level of customer groups. Thus, it is possible to navigate through the levels of the client hierarchy.
In my opinion, an interesting feature of Advanta is the possibility of creating discussions, approving documents among company employees in relation to the objects of management (customers, assortment, etc.).
After the customer model was set up, it was the turn of brands and product groups.
Communication with consumers one way or another relate to the range and brands. Therefore, it is necessary to keep in view of managers information about sales plans for product groups and brands.
At the level of commercial director, it is necessary to plan growth points and avoid erosion of sales between them, use this information as a basis for making management decisions.
When creating a model, there was the problem of choosing the top level of the hierarchy. As a result, brands were chosen as it.
I recognized the assortment groups as being too blurred, their borders may fluctuate (for example, from the level of VAZ 2108 shock absorbers to VAZ shock absorbers) depending on the brand. Therefore, for this example of designer customization, the assortment has been decomposed within each brand.
Sample brand card.
For each brand, it is possible to create / link deals, establish links with priority segments. Within each brand are highlighted suppliers.
For each supplier, the section "Financial Management" is highlighted.
For the connection of sections, customers and brands / assortment within the section of brands, it is possible to create tasks, connecting them with customers, segments and specific performers.
An important feature of Advanta is that the system allows you to customize reports and their visualization, linking objects and their details, including using OLAP cubes.
As a result, after creating a wholesale company management model, I realized that Advanta is quite an option for quick implementation.
It is possible to implement all four management functions.
Planning - through setting tasks in the context of employees, customers, brands and product groups
Organization - discussion of work issues with the help of Discussion Tools, Coordination of documents and assignment of performers to tasks.
Motivation and control - through visualization of the progress in achieving goals, calculating indicators and KPI.
A year later, when choosing software for managing a project office (but for a completely different project), I ran into Advanta.
')
The program was more than just a project management environment. I will not go into details, the program’s website has a detailed description of it, let me just say that the program seemed to me to be a designer, with which you can independently and quickly set up any management environment.
I wondered if it was possible to reproduce CRM in a wholesale company. It turned out possible, and all the settings took me a few hours.
First of all, the “Customer Relationship Management” section was set up. Its client details were configured in the client card (life cycle stage, general information, etc.).
Then the section “Assortment line” was created, in which there is information about the structure of customer consumption in the context of product groups.
In the "Brands" section there is information about the customer consumption structure by brand.
The sections “History of Work” and “Contacts” are standard for any CRM, I just formed a set of required fields.
In the section "Our competitors" is information about the threats to individual product groups and brands of the company.
Information on goals for the current month in terms of brands and product groups is entered in the “Sales Plan” section.
On the “Sales Facts” tab, information about actual sales is aggregated based on the delivery schedule.
I set up the sales funnel as a subordinate to the customer, but it can be completely arbitrary.
Information on the tabs "Actual sales", "Brands", "Assortment line", "Sales plan" is aggregated at the level of customer groups. Thus, it is possible to navigate through the levels of the client hierarchy.
In my opinion, an interesting feature of Advanta is the possibility of creating discussions, approving documents among company employees in relation to the objects of management (customers, assortment, etc.).
After the customer model was set up, it was the turn of brands and product groups.
Communication with consumers one way or another relate to the range and brands. Therefore, it is necessary to keep in view of managers information about sales plans for product groups and brands.
At the level of commercial director, it is necessary to plan growth points and avoid erosion of sales between them, use this information as a basis for making management decisions.
When creating a model, there was the problem of choosing the top level of the hierarchy. As a result, brands were chosen as it.
I recognized the assortment groups as being too blurred, their borders may fluctuate (for example, from the level of VAZ 2108 shock absorbers to VAZ shock absorbers) depending on the brand. Therefore, for this example of designer customization, the assortment has been decomposed within each brand.
Sample brand card.
For each brand, it is possible to create / link deals, establish links with priority segments. Within each brand are highlighted suppliers.
For each supplier, the section "Financial Management" is highlighted.
For the connection of sections, customers and brands / assortment within the section of brands, it is possible to create tasks, connecting them with customers, segments and specific performers.
An important feature of Advanta is that the system allows you to customize reports and their visualization, linking objects and their details, including using OLAP cubes.
As a result, after creating a wholesale company management model, I realized that Advanta is quite an option for quick implementation.
It is possible to implement all four management functions.
Planning - through setting tasks in the context of employees, customers, brands and product groups
Organization - discussion of work issues with the help of Discussion Tools, Coordination of documents and assignment of performers to tasks.
Motivation and control - through visualization of the progress in achieving goals, calculating indicators and KPI.
Source: https://habr.com/ru/post/331114/
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