The top xRM digital sales record
Sales employees meet increasingly demanding customers. They expect not only well-founded statements about the products and services, but also binding offers in a short time. top xRM helps to accelerate all sales processes by ensuring that information is always available to all parties involved and that the processes can be controlled and monitored via workflows. For this purpose, top flow has defined the sales project records and the customer records.
| Process | Control and documentation of the complete sales process (Offer to Cash) from the record – from the opportunity to the invoice |
| Merging of documents and information | Merging of documents and information of the sales process in one record, for example, enquiries, offers, orders, deliveries, contracts, conversation notes and emails |
| SAP reference objects | Creation and processing of SAP sales objects from the record for example, offers, orders and delivery schedules |
| Linking other records | Linking of further records – customer records, material records, equipment records, purchasing records |
| Access and permissions | Verification of access authorisation to sales SAP organisational structures: Permissions at header and node level |
| Printing and sending of SAP documents | Printing and sending of offers, orders, etc. from the record |
| Control of the workflow |
Control of the workflow along the sales process (also at item level) – for example, technical tests, calculations, permits and approvals |
| Process | Navigation platform from the customer’s point of view |
| Merging of documents and information | Merging documents and information about a customer into one record, for example, contact persons, contracts, offers, orders, documents, product specifications and emails |
| SAP Reference Objects | List display of all relevant SAP objects, jump into all business transactions of the customer |
| Linking other records | Linking of further records – sales records, customer records from hierarchy, material records |
| Access and permissions | Verification of access authorisation via customer base, company code, sales areas |
top flow GmbH
