Enterprise Resource Planning, 1 stEdition by Mary Sumner Chapter 4: ERP Systems: Sales and Marketing... • Examine the sales and marketing modules • Understand the interrelationships amon
Trang 1Enterprise Resource Planning, 1 st
Edition by Mary Sumner
Chapter 4:
ERP Systems: Sales and Marketing
Trang 2• Examine the sales and marketing modules
• Understand the interrelationships among business
processes
Trang 3Case: Atlantic Manufacturing
• Manufacturer of small motors
• Problems with current order acquisition,
operations, distribution, and accounting
systems
– Information supplied to sales force inaccurate
– Customers requesting reduced lead times
– Credit system inconsistent, producing collection
problems – Service calls lack warranty information
– Quality control system not integrated
• Competition has eliminated these problems
Trang 4Sales and Marketing Processes
• Operational-level processes
– Daily activities
• Prospecting, telemarketing, direct mail – Contact management
• Databases, lists
– Sales order processing system
– POS systems
Trang 5Sales Management Control
Processes
• Designed to allocate resources to achieve maximum
revenues
• Decisions made on analysis of sales
– Comparison of sales
– Analysis of revenues against benchmarks
– Listing of most profitable products, sorted by territory and
salesperson – Software often used
• Allows for quicker analysis
• Able to identify trends
• Analyze salesperson performance
• Identifies both strong and weak products
• Can signal potential shortfalls or excesses in stock levels
Trang 6Additional Sales Management
Applications
– Predicts trends
– Determine customers’ needs in different market
segments – Based on sales history, customer demands,
demographic trend, competitor information
– Identifies channels that will be most effective
– Decision supported by pricing models
– Examines CPI, expected consumer disposable
income, production volumes, labor costs, costs of raw materials
Trang 7Sales and Marketing Modules
• ERP systems differ from traditional systems
– Allow for integrated marketing support systems
– Provide integrated CRM software
• Purpose
– Identify sales prospects
– Process orders
– Manage inventory
– Arrange deliveries
– Handle billing
– Process payments
• Benefits
– Standard codes and documents
– Common database
– Provides audit trail
– Allows for data Integration
Trang 9• Front-end interface with customer to sales and
marketing
• Comprehensive approach
• Developed from sales force automation software
• Provides sales force with management tools
– Sales activity
– Sales and territory management
– Contact databases
– Leads generation and monitoring
– Product-specific configuration support
– Knowledge and information resource management
• Needs an underlying Sales and Marketing ERP
module for operational-level data
Trang 10Integration with Modules
– Human Resources – Quality Management – Controlling
– CRM
– Financial Accounting
– Materials Management
• Sales model may be integrated with:
Trang 11Featured Article: Staples and
Integrated ERP
• How is technology helping Staples achieve a
competitive advantage?
– Customers want full range of services
• Consistent
• Seamless
– Online kiosk
• Connected to e-commerce web site
– POS system, order management system, supply chain
• Access information about products and services
• View inventory
• Build PCs to order
– Multiple channel shoppers have greatly increased lifetime
value – Acquired Quill
• Implemented an integration level to connect two disparate
Trang 12Featured Article: Staples and
Integrated ERP, continued
• Reduced number of direct linkages
– Standardized systems
• Web services
– Team review of systems, users, needs
Trang 13• The sales and marketing modules for ERP
systems are designed to support the sales order processing systems, control daily
activities like prospecting, and manage
contacts.
• This system produces sales forecasting,
identifies advertising channels, and helps to maintain competitive pricing scales.
• The CRM module serves as a front-end
interface between the customer and the
sales and marketing departments.