Archive for the “Best Practices” Category
Go mobile with NEHANET Mobile:
You can easily access the data in NEHANET from a mobile device (Android, iPad, iPhone, Windows Phone, etc). When you access NEHANET from a mobile device, we will direct you to a mobile version of the application which has:
- Quick Create: gives you a list of the modules configured for Mobile Access. Selecting a module takes you to the create page where you can quickly and easily add a new contact, account, activity etc. The create page will be presented in a linear form from top to bottom to fit the phone form factor.
- Global search: allows you to quickly look up a record without navigating too many tabs. Once you enter a search term and hit go, you will get back a list of records matching your search criteria. Clicking on a search result will take you to the edit page for that record. The edit page will list all the fields in a linear form from top to bottom to fit the phone form factor. You can then make changes to the record and save.
- Module Links: for the modules you deployed online (e.g. Accounts, Contacts, Activities, Call Reports etc) are displayed on the Mobile Home Page. Clicking a link gives you a list of all the data for that module scoped by your security settings. You can easily edit or delete any object from the data page.
Back to Advanced Setup
If you wish to rereview prior information, please click on Basic System Setup or Module Specific Rollout
NEHANET allows you to reconcile your BBB data to specific Opportunities. If you upload your BBB data into NEHANET (read more), NEHANET will automatically attempt to reconcile it to a specific Opportunity for you using the following rules:
1. We auto reconcile where we can (i.e. there is only one Opportunity for that Customer/Part). Here you will find the opportunity Name and ID column filled in the BBB report.
2. If there are more than one Opportunity for a particular Customer/Part, we mark the opportunity name as NONE-UR, so you know you need to manually reconcile the Sales Order to the right Opportunity. You need to do this only once and the system will remember it.
3. If there is No Opportunity for a particular Customer/Part, we mark it as NONE-CR, so you can create the Opportunity and the next time the migration runs, it will auto-reconcile or mark it as NONE-UR. You need to do this only once.
4. There is a Opportunity and a Forecast, but there is NO Sales Order for that Opportunity. These are flagged as NONE, since when the migration runs, we have no Sales order for these Opportunities.
NEHANET is integrated with many leading ERP/MRP solutions including SAP, Microsoft Dynamics, Tensoft, Consona and others. Integrating NEHANET with your ERP is usually straightforward, and adds significant value to your operations.We typically pull in the following information from your ERP: parts master, customer master, Actuals (shipments), and backlog (requested, committed, delinquent, unscheduled), bookings and risk orders.
We utilize this information to:
An often cited marketing challenge is tying leads to opportunities and further on to orders. Our customers get leads from a wide variety of sources, including rep/distributor registrations, website leads, tradeshows, online campaigns, print advertising etc. Knowing what source works, and what does not, is important not only in allocating marketing dollars, but also in measuring the effectiveness of different marketing messages.
Funnel Management is one of those topics which everyone talks about but no one really knows how to do. Think about it.. if you do not have a clear insight into bottlenecks in your sales processes, how are you going to fix it properly. The answer is not in putting pen to paper, or in creating yet another excel spreadsheet. The problem spans multiple dimensions, such as region, market segment, rep and/or distributor, customer size, sales process, account rep to just name a few and you need to approach the problem in a multi-dimensional way.
One of the important criteria in selecting any business application is the power and flexibility of the underlying business rules engine. The right business rules engine can make all the difference in an successful implementation that mirrors closely to your existing processes.
The NEHANET Quote Management System allows you to respond to quote requests from customers and channel partners in a fast, easy and consistent manner that considers the specific opportunity, products requested and quantity as well as customer, volume and region-specific price schedules.
The NEHANET POS solution allows you to upload sales data from your channel partners including distributors and third party resellers. By integrating key channel and sales information such as end customer, part, price, quantity, inventory and shipment information, you can align your field sales forecasts and production plans to accurately meet product demand to achieve revenue targets while minimizing inventory exposure.
Managing and tracking design opportunities within the channel has never been easier or faster. The NEHANET Design Registration system helps you manage the design registration processes of your distributors and channel partners by streamlining channel entry of opportunities and the following review and assignment processes. Online web forms make it easy for partners to register new designs with you and provide all required information including opportunity details, size, timing and competitive information. Email alerts and other rules keep your team in the loop at all times.

