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

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.

We utilize this information to:

• Communicate shipments/backlogs: Instead of sharing backlog and shipment information with your reps by sending them an excel spreadsheet once a week with their data or giving access to your ERP, you can make shipment and backlog information available to the larger sales team via our partner portal. Your reps will have the latest backlog and shipment information on their fingertips, including customer request vs. commit dates and ship date details. This information is also available in the NEHANET Offline edition.

• Improve forecast accuracy: Having access to shipment and backlog information in the forecast edit page significantly increases the forecast accuracy. Your sales team will have access to all the critical information they need while they are updating their forecasts. In addition, doing it all in one system significantly improves the efficiency. It also gives you the ability to reconcile shipments and backlog to a specific opportunity.

• Comprehensive business visibility reports: NEHANET provides reports that combine your forecasts, shipments, backlog (requested, committed, delinquent, and risk orders) and computes Go Gets/Left to book. This report can help drive your sales team to focus on closing the gap for a particular month.

You can read more about Forecasting and integration with ERP on our Wiki at http://www.nehanet.com/mw/index.php/Forecasting.

Another point to consider: You can always upload shipments and backlog via Excel and get the above benefits if you don’t want to go with live integration in the beginning. Once you have the details nailed down, then live integration is the next logical progression.

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Applicable Modules: Opportunity Tracking, Forecasting

The NEHANET Lead Management module provides an excellent way to track and manage leads and, among other things, assign a Lead Source to each lead to keep track of its origin. The NEHANET Rules Engine helps propagate this information out to the Contact and Opportunity associated with the leads; and furthermore, out to the Orders that are associated with this lead (and while that is a topic in and of itself, I just wanted to highlight that we have a nice order to opportunity reconciliation mechanism that does a good deal of auto-reconciliation, reducing the burden on the users).

Running reports and gaining visibility into what orders tie to what lead sources, therefore, becomes information that is just a few clicks away.

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Applicable Modules: Account Management,  Opportunity Tracking

NEHANET  provides a slick funnel velocity diagnosis/analysis report right out of the box. It presents multi-dimensional information both at an aggregate level, and at a per-opportunity level. You can dig into the days that an opportunity spent in each phase by different criteria such as region, market segment, account rep etc. In addition, you can slice and dice at the aggregate level by the same criteria.

Having an accurate diagnosis is a critical first step in solving any problem, and our funnel velocity diagnosis/analysis report gets you started on accelerating your sales pipeline the right way.

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Applicable Modules: Account Management,  Opportunity Tracking

The NEHANET Business Rules Engine is one of the most advanced yet flexible and easy to use fully integrated business rules engines available today. It provides unprecedented flexibility in cross linking business processes and information flows, and in setting up and managing business processes.  The Business Rules engine ties Objects or Entities to each other, or to put it more precisely, it ties specific attributes or fields of objects or entities to one another. This includes Custom Objects as well. So Accounts, Parts, Opportunities, Quotes, Samples, Debits, Sales History, POS, Escalations etc all can be linked to each other thruough the Business Rules Engine.

For example, if a customer is marked Inactive, then all Quotes for that customer should be marked Invalid is an example of a simple business rule.  Note that Objects can be linked to themselves, in what is called Self-Referential Rules.

The Business Rules Engine provides support for a broad range of typical conditional operations. For example, set the Account Status to reassign if the account is assigned to an User who has now been marked Inactive. In addition, the Rules Engine is extensible and provides support for custom rules logic. This allows you to implement complex business logic for a given rule and make it part of your NEHANET system.

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Applicable Modules: Account Management, Contact Management, Call Reports, Activity Tracking, Opportunity Tracking, Quote Management, Samples Management, Forecasts, Design Registrations, Disti POS, Ship and Debits

CAPABILITIES

Accounts are one of the pillars of your NEHANET system. It can be your Customers or Reps and Distributors. This is controlled by the Type of the Account. Valid values for Type are: Direct Customer, Disti Customer, Rep Customer, Rep, Disti and Contract Manufacturer. It can also be categorized into different tiers using the Sub Type field. You can create groups like Strategic or Key Accounts. This will help you model Strategic Account Analysis.

All Accounts are associated with an Account Manager, who is one of your Users, typically the RSM for that account. If an account is of type Rep Customer or Disti Customer, then the associated Rep and/or Distributor needs to be specified. There is also an option of specifying the contact at the Rep or Disti firm who is managing the account for you. It can have both Users and Contacts associated with them. Contacts can be promoted to Users if required.

Accounts are tied to leaf level Regions. Regions can be manually entered when the Account is created or set automatically via Region Mapping. Your system can also be set up to autofill the regions if you have provided a region mapping as mentioned earlier. Any number of Custom Fields for Accounts can be created. These fields can be arranged in a Custom Layout in the Account Edit page. Documents like NDA, Contract pricing Agreement, etc can be attached to the Account record allowing for an easy way to share additional information with your users.

BENEFITS

Adopt a Customer Centric Strategy

Sales, Marketing, Customer Service, Business Development and your extended channel partners are the customer facing groups driving your ultimate success in today’s competitive marketplace. Arm them with an automated system that is built from the best practices in your industry to ensure these groups are acting like a coordinated team.

Identify and Retain High Value Customers

The ManufacturerCRM.com system provides you with high quality analytics and at-a-glance dashboards to identify key contacts and efficiently share their information as needed.

Faster Decision Making

Allow your customer focused employees to make quick yet informed decisions on everything from cross-selling and up-selling to target marketing and competitive positioning.

Boost Customer Satisfaction

With the ManufacturerCRM.com system you can quickly and easily understand and map the people within your customer company, allowing you to communicate effectively with the right people at the right time. Your system will also provide your customers with an automated interface to gather data, provide information to you and escalate issues that require management attention, in a method that is trackable, controllable and easy to use.

Management Visibility

Know your customers and partners, and map their relationships. Then use that data to develop strategic and tactical plans to beat the competition, build revenues, and improve margins. With real time data and customizable reports, you will always be on top of the customers, key activities and the teams managing them.

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CAPABILITIES

There is a way to manage both Direct Quotes (resale price breaks) and Disti Quotes (disti cost) in the system. Multiple parts in one quote can be done and can quote multiple volume ranges for each part. Different approval rules set up in the system. For example, you can set up pricing minimums for each role; and the quote will be auto-approved if the requested price is greater than the pricing minimum for that role. You can also setup quote approval rules based on the total quote amount. Please write up your current quote approval workflow so it can be analyzed and mapped against the our system.There is a way to specify Auto Approval rules as well, for example based on the quote total or the pricing to get the Quote approved automatically.

Quote email notifications can be sent out based on specific rules. For example, the RSM can get email notifications for the quote requests in his territory, or the rep can get notified when a quote he has requested has been approved. There is a Printable Quote Format which includes your T&C and can be sent to the customer. You can choose to Quote off Opportunities, or directly at the Accounts and Parts level. Custom margin calculations off the costs stored in the parts module can be setup.

BENEFITS

Increase Productivity

A manual quote takes, on average, twenty to forty minutes to turn around. The ManufacturerCRM.com system can drive your turnaround time to less than five minutes. If your company responds to more than fifty quote requests a month, you can save over thirty hours, that’s equivalent to nearly one-fourth of a sales person’s time.

Minimize Lost Revenues

Consistent quote follow-up is difficult with a manual or excel based quote tracking process. Typically twenty to thirty-five percent of quotes do not receive follow-up, which translates to potential loss of business. The ManufacturerCRM.com Quote Management system ensures total follow-up and can increase your quote to order ratio by ten or even twenty percent. For example, if a company that does $100M in quotes annually can increase their quote to order ratio by just a couple of points, it can gain as much as $2M in additional revenue.

Maximize Margins

Competing with yourself easily leads to lost margin. The ManufacturerCRM.com system ensures that quotes from rep firms, distributors and subcontractors are all tied to a single opportunity, giving you visibility and control so you can ensure that each quote is consistent to the end customer and that you are not in competition with yourself.

Global Consistency

Quotes can vary widely over geography, time and people. The ManufacturerCRM.com system allows you to manage your Global Price Management policies and drive consistent quotes across geographies, customer types, quote types and over time. For example, pricing varies across regions due to currency, shipment and competition; managing this is labor intensive and error prone. The ManufacturerCRM.com system will ensure consistency while saving time.

Boost Customer Satisfaction

Fast consistent quotes will allow customers to choose your products based on technical requirements, not on quote turnaround time or price haggling with different sources. This gives you a competitive advantage.

Sarbanes-Oxley Compliance

Corporate governance is increasingly important in today’s information driven economy. Make sure your company can avoid inquiries and penalties by accurately accounting for forward looking statements with documented processes and detailed audit trails.

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CAPABILITIES

Please provide all the POS files you currently get from distributors so they can be analyzed and configured in the system. We have a POS Mapping engine that maps from each distributors format to your specific format. These mappings can be used each month when the distributor submits fresh POS data. In addition, the POS import, engine will restrict duplicates based on the combination of POS Number, Part Number, Ship Date and Quantity.

The POS engine flags external customer and parts that do not map to internal customer and parts for reconciliation. Once reconciled, these will not show up during the next cycle. Moreover the POS module supports custom fields and custom layouts.There are a broad set of POS reports available in the out of the box system.

BENEFITS

Smart Channel Management

If you are on top of channel sales activity, inventory positions and current backlog, you can effectively drive tactical and strategic plans to maximize revenue opportunities, avert potential customer conflicts and take advantage of channel integrity.

Boost Customer Satisfaction

Understanding channel partner activity will help you identify your customers, understand their purchasing patterns, manage inventories effectively, apply contracts and quotes appropriately, preempt price discrepancies and ultimately enhance customer satisfaction.

Maximize Revenue

With key channel data in hand, you can develop product plans and demand creation strategies that target key channel partners and large customers with products and parts that generate higher margins with faster velocity.

Management Control and Visibility

Know where your products are in the channel at any point in time with the click of a button. Your management team should not have to wait for periodic conference calls or for spreadsheets to be emailed. Get the data you need now so you can take action.

Integrate Your Split Commission Information

Ensure that your reps are paid in an accurate and timely manner for the revenue opportunities they are responsible for. This can remove manual tracking tasks from your finance and sales operations team while improving rep firm satisfaction with your company.

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