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Areas of Focus (Warehouse (Desire Outcomes (Must integrate with Salesforce…
Areas of
Focus
Warehouse
Software Solutions
Trade Gecko
Seller Cloud
Cin 7
Free Trail & Demo
High rating
Fishbowl
Integrates with Salesforce
3PL
Net Suite
Oracle
Desire Outcomes
Must integrate with Salesforce
Must be easy to use
Must be compatible with a high volume of codes
Must have scan in and out option (no paperwork)
Exactly location of goods in the warehouse
Exact location of goods
Produce Runseets
Only one entry point
Transparency on what is here and what isn't
Notifying customer when goods are cleared to pick up
Transparency in the system on what has been picked up and what hasn't for sales person
After Sales/Ordering
Desired Outcomes
Automatically send invoice and specs to customer
Automatically input leads times off suppliers ETA
Send through reminder to salesperson to acquire eta if it is not sent through by supplier
Hold on ordering until all relevant forms and signatures have been completed
Sales
Desired Outcomes
Clear Lead Journey
Include Checklists/Topics of discussion for each phase of the sales cycle
All Information stored in one section for each customer/client
Checklist for instore appointments
Technology driven
Insights through AI into consumer patterns (down the line)
Upsell Opportunity based on AI Learning
Integrated VOIP System
Aircall
Call recording
Calls from different numbers
Transfer to mobiles
Downside: No inside SMS system
Kixie
Text Message capabilities
AmazonConnect
SMS System
Pendula
SMSMagic
Salesforce In House
Not cost effective
Problems We Want to Fix :red_flag:
Phone System
Messy missed call system
No way to transfer
SMS
Unable to store messages from customer in one place
SalesForce Setup
CloudActive
James
6k - 7k implement
Recommends doing it in implementation stages
Relation Edge
Sent enquiry
Booked in
Trausteknik
Sent enquiry
Booked In
Finance
Software Solutions
Xeros
Desired Outcomes
Automatic Payslips
HR
Desired Outcomes
Bathroomware Training Modules
Sales scripts and processing
Software Solutions
In house documents
Employment Hero