InsuranceCRM

Enterprise resource planning ERP software

The Enterprise Resource Planning (ERP) process in which taking customer sales (direct from the customer & retail) orders via different sales channels, such as email, internet, sales person, fax or by some other means like EDI, and then fulfilling the order, shipping, logistic and then generating an invoice and collecting payment for that invoice and then receipt. This can be further categorized into the following seven sub-processes:

  • Customer presence
  • Order entry (creation of order/booking of order)
  • Order fulfillment (physical & digital fulfillment)
  • Distribution
  • Invoicing
  • Customer payments/collection
  • Receipt

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