
- Wrong ship to addresses
- Opportunity => Quote => Order conversion
- Lack of order entry integrity
- Wrong billing addresses
- Incorrect Terms and Conditions for payments
- Incorrect credit terms
- Unrealistic delivery dates
- Undefined and incorrect lead times
- Commitments without understanding material availability
- Inability to properly manage sales and discount programs
- Wrong contact person(s)
- And many more……….
- How will it be used?
- What data do we want to keep in CRM?
- What systems are primary masters for specific information?
- How will data be refreshed across all systems?
- What item will tie all the information from disparate systems together?
- What metrics do we want to track in CRM?
- How do we assure data integrity?
- Data used to set-up the system
- Information entered in the system
- Maintenance data
- Strategy
- System architecture
- Data flows
- Redesigned business processes
Please follow and like us:
This entry was posted in Business Transformation, Information Technology, Market Effectiveness, on January 25, 2020
Article Categories
advisory board
Anti-Strategy
Blockchain IoT
Business Hierarchy of Needs®
Business Transformation
Case Studies
Company Physical
Continuous Improvement
Cost Takeout
Driving Continuous Improvement Series
Exit Planning and Transition
Global Initiatives
Healthcare
Inflection Point
Information Technology
M&A
Manufacturing and Distribution
Market Effectiveness
Mexico
News
Organizational Development
Playbooks
Podcasts
Product Development
Quote
Re-Opening Your Business
Strategic Execution 5.0 ™
Strategic Planning 5.0
Strategy 5.0
Strategy Realized - The Business Hierarchy of Needs®
Supply Chain Hierarchy of Needs
Supply Chain Optimization
Talent Management
Total Cost of Ownership
Uncategorized
Value stream mapping
Weekend Thought
Latest News
- Why Does a Middle Market Company Need an Advisory Board?
- Value Stream Mapping: Transforming Businesses with Group50 Consulting
- Unlocking Next Year’s Success This Year: The Power of Strategic Planning Consultants
- Is a Culture of Continuous Improvement Right for Your Company?
- Making the Defense Production Act Part of Your Supply Chain Strategy
- Market Effectiveness – The 12 Critical Marketing and Sales Software Systems
- Digital Technology Consulting: Navigating the Digital Landscape
- 5 Things That Keep C-Suite Leaders Up at Night
- Market Effectiveness: The Customer Journey Map for Manufacturing and Distribution Companies – Direct to Consumer – Bricks & Mortar – Business to Business
- Podcast: Jim Gitney with Host David Bookbinder on “Behind the Numbers”