Customer Relationship Management

Q: How does the system handle fluctuating metal prices?

Metal prices can be automatically imported from commodity exchange sources. Price lists are updated without user intervention, and calculations always work with current data.

Q: Can different pricing conditions be set for different customers?

Yes. The system supports customer-specific price lists, individual discounts, and special conditions for material groups.

Q: How does the calculation work for customer-supplied material?

A dedicated calculation mode exists for these cases, which accounts only for processing costs without the input material price.

Q: Can you track why quotations were rejected?

Each quotation includes an evaluation section with the reason for rejection. This data is used for analysis and improvement of sales strategy.

Q: How are quotations linked to production?

An approved quotation is converted into an order that enters production planning. All data from the quotation is transferred automatically.

Q: Does the system support multiple currencies?

Yes. Quotations can be created in various currencies with automatic conversion based on current exchange rates.

Q: How long does it take to prepare a price quotation?

Thanks to integration with price lists and cost calculations, a standard quotation can be prepared in minutes, not hours.

CRM

Module description

The sales process in cable manufacturing requires precise cost calculations that account for volatile raw material prices, especially metals. The CRM module connects sales data with up-to-date price lists and cost calculations, enabling rapid preparation of quotations with realistic margins.

The system supports various sales price calculation methods -- from base prices through hollow (ex-metal) prices to full cost calculations. Metal prices can be automatically imported from commodity exchange data, while ancillary costs and customer discounts are managed in well-organized price lists.

Each quotation includes an evaluation section with reasons for potential rejection. This data is used to analyze the success rate of sales activities and identify opportunities for improvement.

Key features

Inquiry management

Central record of all inquiries with complete communication history.

Cost calculations

Calculations using base, hollow (ex-metal), or full prices tailored to cable-specific requirements.

Automatic price import

Up-to-date metal prices from commodity exchanges directly in your price lists.

Customer price lists

Individual discounts and conditions for specific customers or material groups.

Quotation evaluation

Tracking reasons for success or rejection for subsequent analysis.

Business opportunities

Grouping related quotations into business cases.

Overviews and operational information

Overview of active quotations with their status and value.
Analysis of quotation success rates by customer, product, or sales representative.
Monitoring profitability of quoted prices against planned costs.
History of price trends and changes in price lists.
Report on reasons for quotation rejections.

Cable manufacturing challenges this module solves

Cable manufacturing works with volatile metal prices that change daily. Without automated integration with commodity exchange data, there is a risk of quotations with incorrect margins. Generic ERP solutions do not support cable-specific calculations -- base prices.

Manual management of price lists and discounts in spreadsheets leads to errors and inconsistencies. Without a central record of inquiries, there is no overview of sales activities, and it is impossible to analyze the causes of unsuccessful quotations.

Module advantages

Rapid quotation preparation thanks to integration with price lists and cost calculations.
Up-to-date input prices without the need for manual updates.
Profitability overview for each quotation before it is sent.
Systematic recording of rejection reasons to improve sales strategy.
Unified management of pricing conditions across customers.

FAQs

How does the system handle fluctuating metal prices?

Metal prices can be automatically imported from commodity exchange sources. Price lists are updated without user intervention, and calculations always work with current data.

Can different pricing conditions be set for different customers?

Yes. The system supports customer-specific price lists, individual discounts, and special conditions for material groups.

How does the calculation work for customer-supplied material?

A dedicated calculation mode exists for these cases, which accounts only for processing costs without the input material price.

Can you track why quotations were rejected?

Each quotation includes an evaluation section with the reason for rejection. This data is used for analysis and improvement of sales strategy.

How are quotations linked to production?

An approved quotation is converted into an order that enters production planning. All data from the quotation is transferred automatically.

Does the system support multiple currencies?

Yes. Quotations can be created in various currencies with automatic conversion based on current exchange rates.

How long does it take to prepare a price quotation?

Thanks to integration with price lists and cost calculations, a standard quotation can be prepared in minutes, not hours.