Sales Contract Management IFS/Sales Contract Management™ provides lifecycle management of a sales contract from bid and tendering through completion and handover. It contains functionality for payment terms, mark-up and retention rules, contract revisions including baseline control, and contract status with staged workflow and detailed change history logging. It also has links to projects on a granular level including cost roll-up from projects. The component also includes Application for Payment functionality, which handles a cumulative valuation payment process by which the company applies for money on a regular basis based on work progress. It keeps control of defined mark-up and retention rules, certificates and payments.
Service Contract Management IFS/Service Contract Management™ allows you to specify and control the service level for each customer and for each service object as precisely as possible. Once the service pricing and invoicing of services are agreed with a customer, they can be set up in the contract management component and automatically controlled and followed throughout the contracted period. Services can then be invoiced periodically, after each service activity or as a combination of both. You can also set up fixed prices. Furthermore, the extent and scheduling of preventive maintenance activities, modifications and compliance with service bulletins can be specified for each service object. The component can also be used to set up MRO service contracts. During the entire lifecycle of the contract service, orders will be automatically generated just in time with the specified content.
Field Service IFS/Field Service™ enables service operations to streamline their customer- focused business processes from quotation and order taking to invoicing and analysis. It also enables field service and work force scheduling as well as correct pricing within and/or outside warranty periods.
Call Center The IFS/Call Center™component enables you to effectively provide call center services to your customers for field service or product support. The component enables support agents with a broad view of the client, swift registration of cases, flexible routing with queues or direct dispatch, and rapid search for existing solutions in the built-in knowledge base. Support contracts including Service Levels Agreements (SLAs) are used as a basis for all work. Cases can seamlessly be entered and verified against the customer’s support agreement. Clients can monitor progress through multi-channel interaction via the Internet with the easy-to-use IFS/Personal Portal, or by mail or SMS using IFS/Event Management. Cases are thoroughly tracked, easily hooked up to business object such as equipment, a product or an invoice, and detailed journals can be kept for each step to ensure traceability and compliance. Calls in the queue can be escalated to other individuals for resolution if required. A case can easily be handed over to other business process objects, allowing agent to automatically create and plan service requests or place a customer order. IFS/Call Center also provides support for thorough analytics by bundling a set of prepackaged measures for all parts of the process.
Customer Quotation IFS/Customer Quotation™ creates customer proposals and quotations to which users can add technical information or diagrams as needed. Prices are calculated automatically, with support for multiple currencies and price lists. Once accepted, a quotation can be directly transformed into an order, saving time and eliminating errors. Reminder dates can be set, and users can add information about competitors’ offers and reasons for win/loss, for a complete picture of how each quotation performs.
Sales Configurator IFS/Sales Configurator™ guides the seller and customer smoothly and conveniently through the selection of products, product characteristics and accessories. Customers receive the optimum alternative with respect to requirements, properties and prices. Products and related information can be visualized by using photos, videos, drawings and other media. Configurations are built incrementally, either via a product advisor’s series of questions that define customer requirements or by using drag-and-drop techniques, in which the available options are displayed and used to assemble the desired product step by step.
Web Store IFS Web Store™ is an out-of-the-box solution based on ePages 5 Merchant platform for Web-based order management and an ideal tool for spare parts sales. The component provides a variety of ways of searching for and selecting products, as well as price and availability checks, customer registration, and order tracking. Your Web shop can be up and doing business within a few weeks.
Sales & Marketing IFS/Sales & Marketing™ is a scalable solution for handling information about one of the most important factors for the organization—its customers. To be able to accommodate customers, you have to know who they are, what they need, and how to communicate with them. This component facilitates the marketing and sales processes while conveniently providing management with compiled data as a basis for decision making. It helps sales teams track, manage and execute activities that are important to securing sales opportunities and keeping existing customers satisfied. Selection and marketing campaigns are made easy, so the marketing department can quickly and smoothly identify and communicate with customers. Tools that track progress and view business-critical information give management the complete picture.
