MyLogic’s Pre-Sales CRM is the most effective tool for planning and tracking the entire commercialization process with a comprehensive 360° view.
360° View and Sales Cycle Traceability
Its full integration with the ERP delivers substantial benefits, such as the automatic updating of open opportunities when the price list is revised. In addition, all key areas have access to essential information for their operations: Sales Management can measure each salesperson’s productivity, Marketing can monitor campaign ROI, Finance gains realistic revenue flow projections, and Operations, Manufacturing, or Delivery teams can anticipate demand through the real-time sales funnel.
End-to-End Process Management from a Single DIM
With the Sales Management DIM, sales representatives can manage all their tasks from a single screen: record actions, view pending items, manage their opportunities, and easily visualize their sales projections.
Monitoring of Distributor and Channel Activity
MyLogic’s CRM also allows you to manage the activity of distributors, representatives, and other sales channels, with different permissions and access levels for each.
Full Traceability of the Sales Process
MyLogic offers complete traceability of every contact — from an unqualified lead or prospect, through qualification as a potential client, all the way to conversion. It also manages ongoing interactions with every active customer.
Integration with Lead or Contact Generation Platforms
It easily integrates with other applications, platforms, or websites that manage contacts or sales processes, eliminating redundant work and reducing manual data entry.
Calendar of Pending Sales Actions
Each salesperson or executive has access to a calendar that enables them to easily monitor the follow-up actions they need to handle at each stage of the sales process.
Negotiations, Progress Level, and Closing Probability
MyLogic’s CRM manages quote requests and approvals, negotiation authorizations, progress level, date, and closing probability for each opportunity. It also allows for adjusting the accuracy of sales projections over time, based on each company’s actual operational data.
Transformation of Opportunity into Sales Order
Once a sale is closed, the won opportunity is automatically converted into a Sales Order for invoicing.
Sales Projections and Statistics Charts
It features DIMs that display won vs. lost deals by amount or quantity, as well as the closing rate by region, country, business unit, product line, salesperson, distributor, or any other variable the user chooses.
Other functionalities
Procurement
- Integrated and Adaptable Procurement Workflows
- Supplier Self-Management | Bidding | Supplier-Specific Price Lists
- Replenishment Strategies with Automatic Purchase Order Generation
- Alerts for Discrepancies Between Invoice and Purchase Order
- Quality Control
- Open Purchase Orders and Contracts
sales
- Integrated and Adaptable Sales Workflows
- Contract Billing
- Cross-Selling and Up-Selling Intelligence
- Customer-Specific Price Lists
- Global and Item-Level Charges/Discounts
- Automatic Generation of Product Variants
- Sales Pricing Based on Purchase Costs or Manufacturing Costs
Shipments
- Comprehensive Import Management
- Projected and Actual Expenses per Shipment
- Financial Planning for Imports
- Shipment Cost Allocation for Sales Price Calculation
- Tools for Evaluating the Import Process
E-COMMERCE
- B2C and B2B E-Commerce
- Integration with E-Commerce Platforms
- Centralized Management of Listings
- Inventory Management
- Product Variants
- Sales Invoicing
Point of Sale
- POS Integrated with Back Office in Real Time
- Multi-Device Mobile Access
- Sales Strategies | Bank-Partnered Discounts and Promotions
- Integration with Card Payment Validation Systems
- Gift Cards | Exchange Receipts | Vouchers | Deposits | Deferred Delivery
- Cash Drawer Opening, Cash Drop, and Closing
- Industry-Specific Functionalities
Fixed Assets
- Fixed Asset and Equipment Allocation
- Maintenance Plans and Tasks
- Maintenance Requests and Work Orders
- Preventive and Corrective Maintenance
- Depreciation Based on Usage and/or Time
- Certificate and Insurance Expiration Control
Manufacturing
- Assembly and Disassembly Manufacturing
- Integration with Machinery and Equipment
- Formulas, Blueprints, Technical Specifications, and Process Sheets
- MRP | Production Planning | Cross-Area Integration
- Outsourced Manufacturing | Contract Manufacturing
- Quality Control and Analysis
- Standard Costs and Actual Costs
Costs
- Multi-company and Multi-currency Cost Management
- Last Cost | Weighted Average Cost | Replenishment Cost
- Optimal Purchase and Production Batches
- Automatic Sales Price Calculation based on Costs
WMS and Inventory
- Available and Projected Stock
- Multi-Warehouse Management for Companies and Branches
- Real-Time Location-Based Stock
- Dispatch Optimization and Route Sheets
- Warehouse Tasks
- Inventory Control
Accounting
- Real-Time Multi-Company Balance Sheets
- Automated Multi-Currency Posting
- Consolidated Global Information
- Detailed allocation by Multiple Cost Centers and Accounting Attributes
- Budgetary Accounting
- Inflation Adjustments and Revaluations
- Tax Compliance
Finance
- Consolidated Financial Position Across Companies and Countries
- Cash Flow | Projections | Scenario Simulation
- Expense Planning
- Multiple Cash Flow Management
- Manual and Automated Account Reconciliation
- Automatic Quotation Updates
After-Sales CRM
- Case or Ticket Management
- Workflow Configuration
- Centralized Task Tracking
- Self-Service Portal for Clients
Projects
- Planning and Tracking by Milestones, Tasks, and Goals
- Quoting Based on Material, Resources, Costs, and Profit Calculations
- Integration with Manufacturing | MRP
- Progress Billing with Deviation Alerts
- Project Version Control
- Progress Monitoring, Deviation Detection and Management
- Templates by Project Type