How to strengthen the sales trading company's customers and inventory management

At present, the Chinese mainland has appeared a lot of trading companies, foreign trade companies mostly, among which there are many trading companies on their own customers and merchandise inventory management are not strong. I used to work in Guangzhou, a trading company, their customer management is very simple, that is, each of their own salesman to manage their own customers, the company does not participate in it. And although their goods have a special person to manage, but when the business to get the sales order back, sometimes there is no goods! When the salesman quits, do your company's customers still buy from your company again? In the face of these situations, as a company's managers, is not to seriously consider this issue? In the face of these situations, we can through the line of power crm enterprise remote version, to strengthen the enterprise's customers and goods of the purchase and sale of inventory management. How to strengthen, let's look at the following cases to understand: Case: Beijing, a trading company, the company's main business as an agent of foreign well-known medical supplies, consumables, mainly for the customers are hospitals and wholesale markets, agents at all levels. The company has its industry characteristics: 1. to agent products; 2. more types of products, need to go through the procurement, sales, returns, collections, etc.; 3. according to the type of customer is different, the collection and payment of the existence of installment payment or collection; 4. salesman directly with the customer to communicate with the opportunity to be more and so on. The company's desired effect is to centralize the management of customer information, simple communication records, product quotations, purchasing and sales returns, collection and payment, expenses and so on. The company's existing workflow: Purchasing Department is responsible for purchasing products and follow up the payment progress; Business Department of the end-user department, the medical system development department, the channel department; the development of new customers and follow up the customer, when the customer orders, by the salesman or the business assistant to create a new bill of sale, after the audit of the business manager, the logistics department to arrange for the delivery of the work of warehouses; salesmen need to be responsible for the progress of the return of the payment; Finance Department is responsible for monitoring the payment and collection. Suggested solutions: The first step: analyze the focus of each department and position and the key points of cooperation with other departments. Purchasing Department: responsible for product procurement, purchase and follow up the progress of payment. Business Department: according to the different types of customers to develop new customers and agents and follow up with customers, the return of funds, the registration of new sales orders; end customer department is mainly responsible for the Beijing wholesale market customers and direct sales customers; medical system development department is mainly responsible for the domestic well-known medical system; channel department is mainly responsible for the agents at all levels; business manager is mainly responsible for supervising the development of several departments under the follow-up, and there is the return of funds, etc.; the department managers are mainly responsible for the development of the Department of Health. The manager of the Business Department is mainly responsible for supervising the development and follow-up of several departments under him, as well as the return of funds, etc.; the managers of the departments are mainly responsible for supervising and assisting each salesman to carry out the business, and giving guidance, auditing the bill of sale. Finance Department: The Finance Department is responsible for supervising the payment and collection of money, as well as the cost and so on. Logistics Department: product warehousing, shipping, returns and distribution work. The second step: the daily work and inventory, channel management, procurement, quotes and other functions together; the company's main daily workflow: 1. Purchasing Department daily workflow: A. Purchasing Management: First of all, in the "Supplier Management" to establish the supplier's information, and in the "Quotation Management" to record quotations; if you have reached an agreement to cooperate with the supplier, in the "Commodity Management" to establish the product's basic data If we have already reached a cooperation agreement with the supplier, we will set up the basic information of the product in "Commodity Management", then we will set up the purchasing record in "Purchasing Management", and after reviewing and approving, we will enter into "Payment Management" and record the payment situation. The logistics department assists in the warehousing of products and other work; the financial department supervises and assists in the payment work. B. Purchase Returns Management: Establish return records in Purchase Returns, and after review, enter Payment Management; Logistics Department assists in the shipment count of products and records the delivery of products in Shipping Management; Finance Department supervises and assists in the refund work. 2A.Terminal Customer Department: Firstly, establish basic customer information in "Customer Management", select the customer type, and establish contact information of multiple departments in "Contact Person"; then record the situation of following up with customers in "Activity Information", record the situation of each quotation in "Opportunity Quotation", and store the daily correspondence with customers in "Relevant Documents"; if there is a case of market expenses, it is necessary to submit an application to "Expense Management" first, and then submit the application to "Expense Management". In case of marketing expenses, it is necessary to submit an application in "Expense Management" first, and then it can be withdrawn after being examined by the department manager. If we reach a cooperative relationship with customers, we will record the details of the contract in the Relevant Contracts: A. Customers need to buy products, we will create new sales documents in the Sales Record, and after the department manager's review, we will enter into the Collections Management; at the same time, the Logistics Department will assist in the shipment of product counting, and we will record the delivery of the products in the Delivery Management; the Finance Department will supervise and assist in the collection of money, and record the collection of money in the Collections Management every time. The Finance Department supervises and assists in the collection work and records each collection in the "Collection Management". B. Customers need to return the products: create a sales return record in Sales Returns, and after the department manager's review, enter into Payment Management; at the same time, the Logistics Department assists in the incoming inventory of the products; the Finance Department supervises and assists in the payment work, and records each collection in Payment Management. 2B: Medical System Development Department: firstly, establish the basic customer information in "Customer Management", choose the customer type, establish the contact information of multiple departments in "Contact Person", etc.; then record the situation of following up the customers in "Activity Information", record the situation of each quotation in "Opportunity Quotation", and store the daily correspondence with the customers in "Relevant Documents"; if there is a case of market expenses, you need to submit the application in "Expense Management" first. In case of marketing expenses, it is necessary to submit an application in "Expense Management" first, and then it can be withdrawn after being examined by the department manager. If we reach a cooperative relationship with the customer, we will record the details of the contract in Relevant Contracts: A. If the customer needs to purchase products, we will create a new sales document in Sales Record, which will be reviewed and approved by the department manager and then enter into Collections Management; at the same time, the Logistics Department will assist in the shipment of products to be counted, and record the transportation of the products in Delivery Management; the Finance Department will supervise and assist in the collection of payments and record the collection of payments in Collections Management each time. The Finance Department supervises and assists in the collection work and records each collection in the "Collection Management". B. Customers need to return the product: in the "Sales Returns" to establish a sales return record, after review by the department manager, into the "Payment Management"; at the same time, the Logistics Department to assist in the product's incoming inventory; Finance Department to monitor and assist in the payment process, and each collection in the "Payment Management" record. 2C.Channel Department: Firstly, establish the information of distributors and agents at all levels in "Channel Management", and establish the contact information of many departments in "Contact Person", etc.; then record the follow up of distributors in "Activity Information", and store the daily communication documents with distributors in "Relevant Documents", and record the information of distributors' end-customers in "Customer Information"; and record the promotional activities of distributors in "Marketing Activities" if there are any. If there are promotional activities for the distributor, record them in "Marketing Activities". If we have reached a cooperative relationship with the distributor, we will record the details of the contract in Contract Management: A. If the distributor needs to purchase the products, we will create a new sales document in Sales Management, and after the department manager's examination and approval, we will enter into Payment Management; at the same time, the Logistics Department will assist in the shipment of the products and record the delivery of the products in Delivery Management; the Finance Department will supervise and assist in the collection of the money and record the collection of money in Payment Management every time. The Finance Department supervises and assists in the collection of payment, and records each collection in the "Collection Management". B. Distributors need to return products: establish sales return records in "Sales Returns" and enter "Payment Management" after the department manager's review; at the same time, the Logistics Department assists in the product's incoming inventory; the Finance Department supervises and assists in the payment work, and records each collection in "Payment Management". 3. Department managers: view the work of business personnel in the "customer management" module, supervision and assistance, regularly view the "Purchase Management", "Purchase Returns Management", "Contract Management", "Expense Management", "Sales Management", "Sales Returns Management" and other modules, to carry out the review and approval of new documents and cost applications. 4. Logistics Department: regularly query the "Purchasing Management", "Purchasing Returns Management", "Sales Management", "Sales Returns Management" and other modules; timely processing of product inbound or outbound, while communicating with the Ministry of Finance and the sales departments in a timely manner, and in the "Shipping Management" records of the distribution of products. 5. Finance Department: regularly query the "Payment Management" and "Receipt Management" module, to grasp the incoming and outgoing products, monitoring and assisting the collection of payments and payments.