Ochiba OPTIONS Extended Sales

Call Management

Designed for a high volume telesales environment where CRM activities can be created with a single click. You can process orders, look up stock and update customer details all from a single screen. You are able to define CRM actions from a simple set-up screen and colour code activities to highlight priorities.

Accessories and Upsell

Create upsell opportunities by defining relationships between linked items, e.g if item A is selected, a pop-up appears to suggest items B, C and D could also be purchased. The window then provides the option to enter and amend quantities before adding them to the order. This is very useful where you are selling equipment with consumerables.

Activity and Delivery Scheduler

Define a contact schedule for customers and suitable delivery days e.g. only accept deliveries on Fridays. The system will automatically generate a CRM activity to call the customer and set the delivery date to the next appropriate day on order entry.

Sales Templates

Manually define templates to be used in a sales order for a particular business partner, or the system can create a dynamic template based on buying patterns over a given period of sales history. These templates can then be used to pre-build an order with the option to amend quantities required and add items if needed.

Auto Sales Opportunity and Activity Creation

Sales Opportunities or CRM activities can be created based on a query for a more targeted approach in the future. You can set alerts based on the financial status of the customer, which is ideal for creating Credit Control call lists, or to highlight companies ‘on stop’ who shouldn’t be currently contacted.

Bulk Reallocation of CRM Activities

If a member of the team calls in sick it’s a simple process to instantly re-allocate their CRM tasks to an alternative employee in bulk.

Enhanced Promotions

Manage and execute more complex sales promotions within SAP Business One. This is particularly useful where periodic promotions are run with different types of offers. Features include:

Start & Finish dates on promotions
Reference back to promotional literature
Promotions always use qualifying products with the option of minimum quantities of some products in the qualifying mix
Limit the number of times an offer can be taken by a customer
‘Free’ products when qualifying mix is achieved
‘Price’ promotion when qualifying mix is achieved
‘Additional’ items at a price / discount when qualifying mix is achieved
Handles percentage discounts, value offs, promo price lists to override customers normal pricing for price related promotions
Colour highlighting of where promotions are available and where they have been taken
Records use of promotion on sales order for later analysis
No restriction on having the same product on different types (free, price, additional product) of promotion within the same promotional offer set

Enhanced Pricing

Provides extended price list management features, such as the ability to apply a ‘value off’ discount to a product that doesn’t change if the base price changes. There’s also the ability to point one customer at many price lists based on the item group selection.