Commercial files
Use C2M to specify the data, steps and people concerned by this function in your organization.
AlKhadim Module · C2M Maroc
Commercial management
Follow sales operations and information useful to your commercial relationships.
The business need
Why organize this process?
Exchanges, quotes and sales lose their continuity when each team keeps its own files.
A scenario to examine
A business opportunity can be followed from the first exchange to the quote and sale. The team specifies the useful information at each stage and how to find the customer's history.
For whom?
Sales teams who want to structure the monitoring of their opportunities and sales.
The scope depends on your current tools, the users concerned and the desired exchanges with other AlKhadim modules.
Functions to study
Information to follow better.
These functions form a basis for discussion. A demonstration allows you to check which ones correspond to your activity.
Quotes and sales operations
Use C2M to specify the data, steps and people concerned by this function in your organization.
Trading history
Use C2M to specify the data, steps and people concerned by this function in your organization.
Set up
A module defined around your uses.
The project begins with the operations you want to track and the information already available. C2M then studies the configuration, access and possible links with other tools in your organization.
Discover the AlKhadim ERP01Describe the operations and users involved.
02Verify data, documents and tracking rules.
03Present the adapted functions and prepare their deployment.
Frequently asked questions
Prepare your demonstration.
A targeted presentation makes it possible to confirm the real scope of the Commercial Management module.
Who is the Commercial Management module for?
Sales teams who want to structure the monitoring of their opportunities and sales. Roles and access are defined according to the organization of the project.
Which functions can be examined first?
Areas to be reviewed are: Business records; Quotes and sales operations; Trade history. Their order depends on your priority operations.
Can we connect this module to other AlKhadim functions?
Exchanges with other modules are studied according to your data, your current tools and the operations you wish to share.
Also worth exploring
Other modules related to your needs.
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Discover the moduleCafe and restaurant
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Discover the moduleLet's study the Business Management module for your organization.
Describe your current processes, information to track, and desired results. C2M will be able to prepare a suitable exchange.
Talk to C2M