Sales & CRM (29)
about 65,076 hrs/yr
- Customer RFQ intake (Daily, about 3,000 hrs/yr) RFQs arrive by email or customer portal with drawings, quantities, required dates, and terms.
- Cost-based quote preparation (Daily, about 3,000 hrs/yr) Estimators build a price from material cost, routing hours at work center rates, outside processing, tooling, and target margin, using ERP cost data and supplier quotes, then record quantity-break prices on the quote.
- Quote approval (Daily, about 3,000 hrs/yr) Quotes above a set value or below target margin need management approval.
- Quote revision (Daily, about 3,000 hrs/yr) A customer asks for changed quantities, a new drawing revision, or a lower price.
- Quote-to-order conversion (Daily, about 3,000 hrs/yr) When the customer accepts, the quote becomes a sales order.
- Customer price list maintenance (Daily, about 3,000 hrs/yr) Price changes from contracts, annual increases, or surcharges are entered into customer price lists with effective dates.
- Customer PO intake (Daily, about 3,000 hrs/yr) Customer POs arrive as PDF attachments, portal downloads, or EDI.
- Sales order validation (Daily, about 3,000 hrs/yr) Before release, each new order is checked against the PO and master data: prices against the price list, dates against lead time, terms against the account, and quantities against minimums and pack sizes.
- Requested-date validation (Daily, about 3,000 hrs/yr) Customer service checks each order's requested date against quoted lead time, current backlog, and material availability, then confirms the date or proposes a promise date and records it on the order line.
- Available-to-promise check (Daily, about 3,000 hrs/yr) For a new or changed order, customer service checks on-hand stock, scheduled receipts, and uncommitted production in the ERP availability inquiry to decide what quantity can ship on the requested date.
- Sales order change processing (Daily, about 3,000 hrs/yr) Customers change quantities, dates, or ship-to addresses, or cancel lines after entry.
- Order acknowledgement (Daily, about 3,000 hrs/yr) After entry, the customer gets an acknowledgement confirming parts, quantities, prices, and promise dates.
- Customer portal order-status update (Daily, about 3,000 hrs/yr) Large customers require open-order status in their own supplier portal.
- Sales commission calculation (Daily, about 3,000 hrs/yr) Each period, sales operations calculates commissions from invoiced or paid sales by rep and territory, applying plan rates, splits, and clawbacks from Excel plan sheets, then sends statements for approval and payroll.
- EDI customer order exception (Daily, about 3,000 hrs/yr) Inbound EDI 850 or 860 transactions fail on unknown part numbers, price mismatches, or invalid ship-to codes.
- Customer contract renewal (Daily, about 3,000 hrs/yr) Before a supply agreement expires, sales reviews volume, pricing, and delivery performance, prepares renewal terms, negotiates with the customer, and updates contract dates and prices in the ERP and CRM.
- Lost-quote reason capture (Daily, about 3,000 hrs/yr) When a quote expires or the customer declines, sales records the loss reason, the competitor, and the price gap in the CRM and ERP so estimating can study win rates and pricing.
- Expedite request evaluation (Daily, about 3,000 hrs/yr) A customer asks to pull in an order.
- Customer cancellation processing (Daily, about 3,000 hrs/yr) A customer cancels an order or line.
- Lead intake and qualification (Daily, about 2,250 hrs/yr) Inbound leads arrive from web forms, trade shows, and email.
- Sales order entry (Daily, about 2,250 hrs/yr) Customer service keys the order into the ERP: customer, ship-to, lines, customer part numbers, prices, requested dates, and freight terms, taking each value from the customer PO and saving the order for scheduling.
- Customer credit application review (Daily / Weekly, about 546 hrs/yr) A new customer submits a credit application with trade references, a bank reference, and financials.
- RFQ requirements review (Daily / Weekly, about 546 hrs/yr) Before quoting, estimating and engineering read the drawing, material spec, tolerances, finishes, certifications, and quantity breaks to confirm the shop can make the part and to list exceptions the quote must state.
- Credit hold review (Daily / Weekly, about 546 hrs/yr) Orders stop on credit hold when a customer is over limit or past due.
- Backorder review (Daily / Weekly, about 546 hrs/yr) Customer service reviews open backordered lines by customer and part, checks new availability and job completion dates, and updates promise dates or contacts customers about partial shipments and substitutions.
- Customer forecast intake (Daily / Weekly, about 546 hrs/yr) Customers send demand forecasts as spreadsheets, portal downloads, or EDI 830 planning schedules.
- Sales pipeline review (Daily / Weekly, about 546 hrs/yr) Sales management reviews open opportunities and quotes in the CRM by stage, value, probability, and close date, updates the sales forecast, and chases stale deals with each rep.
- Contract / blanket order setup (Per event / project, about 150 hrs/yr) A signed supply agreement or blanket PO sets committed quantities, pricing, release terms, and an end date.
- New customer onboarding (Per event / project, about 150 hrs/yr) A new customer needs an account, ship-to and bill-to addresses, tax exemption certificates, credit terms, EDI or portal setup, and a price list before the first order can be entered.