Need technology that understands the complete distribution cycle? You have come to the right place.

FMCG is all about getting your products delivered to your retailers when they need it the most. This may sound easy but it's not. The distribution cycle is one of the most important and arguably the most complex process that needs to be understood comprehensively, if you want to stay ahead of your competitors. The CRM or ERP softwares available in the market today fail to do that. Let's find out why.

How the distribution cycle functions usually?

It starts with an agency or an internal logistics department responsible for transporting your manufactured products to your stockist who would then stock up your products in bulk as and when they get manufactured. The stockist would then supply your products to your distributors. Once your product reaches your distributors who would target selling them to retailers in their respective areas, your primary and secondary sale is closed. The next challenging step would be to reach out to your existing and potential retailers and understand their requirements. This is usually termed as tertiary sales. Distributors have their own sales teams or the brand would have their own sales teams as well to generate a good base of retailers. The sales teams would be assigned targets to close an X number of orders every day.

Current scenario

Currently there are different CRM and ERP softwares in the market which can help you automate and manage different aspects of your distribution cycle. Order management and stock management systems focus on taking care of the primary and secondary sales. But keeping track of your tertiary sales is something that is lacking. Maintaining tertiary data is extremely crucial as it gives you an insight about the exact requirements of your retailers. With this data you can also analyze which product of yours is more popular and in a way understand the buying patterns of your end consumers. When you know what your retailers want, you can assign your sales teams to target them and close orders with them. Also delays in closing orders on time lead to losses. There are no effective ways of keeping track of "return of goods" or defective pieces. Also, there is no way in which you can maintain loyalty programs or offers for your retailers depending upon the number of orders they place.

What's required?

What's required is an intelligent CRM/ERP system that handles, automates and maintains your primary, secondary and tertiary sales. There needs to be a mechanism in place using which you can audit your marketing campaigns, manage payments, return of goods and special offers for your retailers. Hold your breath, you are at the right place, our cloud based technology has got all that's required!

Kapture bridges gaps to fasten Payment cycles!(best crm for commercial real estate)

KAPTURE is a unique cloud based CRM platform that takes care of all your payment processes by automating it like you've always wanted to. The accounts processes can be integrated with KAPTURE. Invoices can be generated and sent through the system itself. Monitoring cash flow can be done efficiently as KAPTURE can generate customizable reports to suit your needs.
Following are the major features that make managing payment processes simpler.

Profile every customer and their payment status(best crm for commercial real estate)

Every lead that turns into a customer can be profiled by storing key information about them, like their contact details, payment status, mode of payment, etc. At any point in time you can check their status and accordingly send reminders in case of pending payments. This way you are sure that you are not missing anything. Data management becomes easier when it's done at a micro level.

Manage dynamic costing(best crm for commercial real estate)

Dynamic cost sheets can be set for different services and products from time to time which will be reflected while raising invoices through the platform. This eliminates the need for manual intervention and makes the process absolutely error-free. Once the invoice is raised, notifications can be sent to relevant departments. Moreover KAPTURE is a brilliant cloud based CRM platform through which any form of payment can be processed like cash, cheque, debit/credit card, etc. EMI logic is also in incorporated in KAPTURE which will set reminders automatically once a payment is due. Payment gateways can be integrated with the system allowing the customer to perform online payments.

Log essential conversations(best crm for commercial real estate)

Each and every conversation with the customer can be logged. The collections department can enter specifics of a transaction using our mobile CRM application when they are out there on the field. All of this information can be then used as a proof if a client does not adhere to timelines for clearing payments. There are provisions for clicking pictures of documents, cheques or receipts at the time of transaction which also acts as a proof.

Set reminders for follow-ups(best crm for commercial real estate)

Last but definitely not the least is a robust system that will help you not depend on your memory at any point in time. KAPTURE has task management tools and time management tools using which you can set reminders. In most cases reminders can be auto set for your collection teams. Work allocation for follow-ups and query resolution can be set with an escalation matrix in place. This will ensure that payment cycles are closed on time and cash flow of your business will become steadier.

Now you exactly know where your money is coming in from and where it's not. KAPTURE is a completely customizable CRM platform using which you can focus all your energies on your weak links and target on resolving them.

Small Business ERP

 

 

In ERP (enterprise resource planning) terminology, the phrase small business ERP is used to describe a lightweight business management software that is designed to meet the needs of a small business.

ERP software integrates all facets of an operation, including development, manufacturing, sales and marketing. Small business ERP is typically a SaaS (software as a service) model and includes project management, financials, manufacturing, warehouse management, accounting, sales and business management.

Typically, ERP software is considered an enterprise application and designed for larger enterprises that require dedicated teams to customize, analyze the data and reports and handle upgrades and deployment. In contrast,Customer Service Platform software ERP applications differ in a number of ways including the amount of data handled by the system and less-complex screens and dashboards. Support is offered by the provider and the software is customized for the business industry you work in.

software based customer service

 

Where do You Go from Here? Best Practices for Using a CRM System.

 

Map out your sales process and engrain it in your sales team

– How do potential customers find you and how are they going to get into your CRM?

– What happens to those potentials once they are in your CRM?

– What steps do your sales team need to follow when a lead is assigned to them?

– What happens when your sales team closes a deal?

Train your staff and management teams on CRM

– Does your team understand why you’re implementing a CRM system?

– Is your management team aware of time saving benefit they’ll receive by using a CRM system?

– Does your team understand the value of customer lifecycle and how a CRM system can help?

– Can you restructure employee compensation to reinforce the benefits of using a CRM system?

Use workflow automation for repetitive tasks

– What actions are performed on every lead, contact, potential and could they be automated?

– What specific tasks should be automatically assigned to a sales person once they receive or convert a lead?

– Is there information from one module that if changed should update information another module?