MindMap Gallery CRM Software Interface Overview and Functionalities
This diagram offers a comprehensive look at a CRM software system, showcasing its complex interface with various modules for managing customers, projects, and production workflows. It includes detailed functionalities such as sales documentation, activity tracking, reporting features, and administrative settings, all designed to streamline customer relationship management processes.
Edited at 2023-11-24 12:52:11
1. Customers
Roles
IAM
Distributor
LG is the only one person allowed to add/remove distributor and IAM roles.
Dealer
Roles are passed on to users
Country
Region
Pricing (Price list + sales)
Invoice address
Delivery addresses
Contact details
Payment terms
Other informations
All users can see PAGE_Customers (asiciated customers only) + by role IAM/Distributor
2. Price lists
Contains all price lists
All users can see PAGE_Pricelists as reader.
All "List prices"
Pricelists of all customers which is the user asociated with.
Posibility to show/hide price-lists by user.
Just Nerea can add/remove/change items to pricelists.
Multiple changes and crating new pricelists by export/import to exel.
Lock function needed.
Items contained in printed price lists are marked "PUBLIC".
3. Sales docs
International
Quotetions
When opening by Nerea - check if items and qty are the same as in project when the quote comes from it.
Dealers can view and print their own quotations only.
Distributors can view and print their own quotes + all others located in their county.
IAM can view and print all quotatinons located in their part of the world.
Invoices
Commercial
Commercial invoices aren't counted to statistics, summaries etc.
Standard
Distributor and IAM role users can view (not print) their invoices.
Archive
United States
The same as on INT side.
TOP, Hi and Mid level users can see PAGE_Sales_docs (Hi + Mid only their quotations and invoices, TOP all).
4. EcoCom
5. Projects
Company name
Choice form list of customers assigned to the user.
Project name
Must be unique.
Project type
Install
Add to rental inventory
Add to customer's warehouse
Tour
Other + form field
Check boxes - at least one has to be selected.
Project began date
Calendar
Check box - TBD
At least one has to be selected.
Time spent on project
Demo performed
Yes
No
Design created
YES
NO
Check box, if yes, mandatory to fill in field "by whom".
System quoted
YES
NO
Will be automaticaly filled in when the quotation does exist.
Project description
Project contact
Decision maker (if is different from project contact).
Location
CITY
STATE
COUNTRY
Choice from lists.
System products specification
Products
Choice from list of public items.
Qty
Date of anticipated ordering / Lead time
Two calendars
Chances of success 1 - 10
Check boxes
Project additional discount offered
Can be filled in only by IAM / LG
Project owner
Automaticaly - the user who created the project
Archive button
To achive lost projects (the reason must be stated) and non-realisation projects, won ones will be archived automatically at the same time an invoice is created.
Save button
Save project (not autorised)
We have to define which fields are mandatory to anable user to save project.
Authorisation
Authorisation requet button
Project changes are sending to authorise after pushing "Authorise request" button
"Authorise" button - anabled for upper level user than the owner of the project.
We have to define which fields are mandatory to anable user to save project.
Featerus
Exports / print
List prices
No prices
"My" prices
Choosen price list (LG and IAM only)
Quotation request
Button to request quotation
Quotation will be automaticaly created with conditions from project.
Changes to the quote will be requested when the request button is pushed again.
Notifications
Project after due date
Project archived as lost
These features are available for authorised projects only.
No ability to save project without filling in the mandatory fields.
All users can see PAGE_Projects (their ones + by role)
6. Production
Check date of sale
Use complete s.n.
Use KVV code + s.n. (last 4 digits)
Get the date of production => warranty periods.
Occurrence of components
Search by KV... code
Up
Which part(s)/product(s) the searched one is in.
Down
What the searched part/product consists of.
Service manuals
Search by Product name.
Special docs
Topics
Wiring
Hanging (FBs, Brackets etc.)
Elektronics - replacement manuals etc.
Multiple seaching
By topic
and Series
and product name
Available to Technical support people only (+ LG).
Certificates
CB certificates
CE/ES declarations
Production overview
General production overview (as it is in KV2 Brain)
Overview by invoices
Overview by product reservations
Informations got from KV2 Axis MES
Can be viewed by TOP, Hi and Extra level users.
7. Tracker
Service tracker
As it is in KV2 Brain, but with multiple products option.
Shipment tracker ???? is it interesting for us?
All users can view PAGE_Tracker (just their ones) ???
8. Activities
Demos
Date
KV2 person(s) running the demo.
Present people
All names are added/stored in IPD (important people database) and are offered after typing first three letters. It's significant to start with given name!
Demonstrated product(s)
Choice from list of public products.
Overall impression of the demonstration on a scale of 1 bad - 10 perfect
Notes
Location
Choice from list.
Exhibitions
Date
Location
Choice from list.
KV2 person(s) present at the exhibition.
Meetings with customers - name
All names are added/stored in IPD (important people database) and are offered after typing first three letters. It's significant to start with given name!
Overall impression of the exhibitions on a scale of 1 bad - 10 perfect
Notes
Each user can view their own records, LG + Key-users + Administrators can view all - sorted by users.
Meetings
Automatically created from other activities.
Customer name
Date
Original activity (e.g. exibition, demo etc.)
Place (e.g. Frankfurt, factory etc.)
Notes
Manually created by users with no connection to other activity.
Name
All names are added/stored in IPD (important people database) and are offered after typing first three letters. It's significant to start with given name!
Place
Date
Note - customer's interests, topics, feelings etc.
MKT? (e.g. photo shoots, interviews and other PR activities) ???????
Available for TOP, Hi and Extra levels.
9. Reports
Regular
Daily
Weekly
Monthly
On requst in PAGE_Reports
IPD report
Search by person's name - view all meetings of the person - activity, date and note
Exibition report
Sales report
Subtopic
KPI ?????
The whole topic has to be discused, it's upon you!
TOP, HI level users only.
10. Settings
11. Admin
Outcomes to KV2 Axis MES
Production forecast - next 3 month
Production forecast - next 6 month
Production forecast - next 12 month
Projects with a chance of winning 8+ will be included in the summary of product needs for the next period based on the order date from the projects.
Users
Customer free users
TOP level users.
Administrators
Jara
Vaclav
LG
Super reader
Distributors and IAMs roles manager
Sales (% off) manager
Nerea - a special user
Key users
Dominik
Ron P.
JJ
Customer linked users
IAM (Internal Account Manager)
Hi level users.
Asia - Robert
Oceania - George
North America - George
Europe - Alex
Central / South America - Alex
Africa - Alex
Assigned by LG
Distributor role
Middle level user.
Just one in each conutry.
Can add/remove dealer role to the customers in their country.
Authorise dealers' new projects and changes in their country.
Their projects and changes have to be authorised by IAM.
Can see, but not authorise projects of their dealers in other countries.
Their projects in other countries have to authorised by local distributor.
Dealer role
Low level user.
Dealers can see only their projects (worldwide).
Their new projects and changes have to authorised by distributor in the project country, no matter what country comes the dealer from.
Distribtor - by LG only Dealer - by Distributor or IAM
Technical support
Extra level users
Andy AB
Leo T
Backgroud databases
IPD (important people database)
Name and surename
Company
Note
Contact (mobile, email)
Locatoions database from Google
Notifications
Nerea
New quotation request
Quotation changes request
Upper level user
New project authorisation request
Project changes authorisation request
Project owners
Project / change authorised
Quotation created / changed
Jara
New R&D helpdesk case
LG
From projects
New regular report available