The right business rules engine can make all the difference in a successful implementation that mirrors closely to your existing processes. Any business process is driven by a set of rules — if a customer is on credit hold do not accept new orders, move accounts from one salesperson to another, check whether a POS sale price agrees with what was quoted, etc.
There are always a whole set of rules — some well defined, some not — that can be automated in the CRM system to make life easier and keep track of all the issues you should be tracking all the time to avoid errors and issues that can impact the business and customer satisfaction.
Rules, rules, rules: no one wants to deal with them and often they aren’t well defined and documented but going back to figuring out what the rules are is an important part of implementing a good CRM system. Our Rules Engine is unique, and one of the most 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 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 through the Business Rules Engine.
For example, a simple business rule is:
If a customer is marked Inactive, then all Quotes for that customer should be marked Invalid. 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 a 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.
As we set up the new system, we help you capture the business rules you consciously or subconsciously use to drive your business. By consulting with us as we implement the business rules carefully using the NEHANET Business Rules Engine, you get the maximum value from having a sales process solution that lets you confidently manage the process.