Multi-channel order management - 1

Insurance SFA Software is part of Insurance CRM Software. Sales Force Automation we talked in the past with order management system which is part of agency management software. Today we continue our talk on Multi-channer order management.

Integration and coordination between supply chain partners is central to harnessing the benefits of a customer driven strategy. In addition to the challenge of integrating with partners outside the enterprise, integration within the enterprise is an equally daunting task. The unified order fulfillment challenge is compounded by organizations that have ageing legacy or divisional ERP applications with multiple instances that fail to provide a single view of inventory and customers orders.

In an increasingly competitive marketplace, organizations have realized that the existing legacy order management and fulfillment systems were designed to support a monolithic order fulfillment process within the four walls of the business and not the multi-party, multi-tiered fulfillment process that exists in most supply chains. Companies must align processes and measures and rethink the architecture and applications that link key functions and external parties in this extended and increasingly distributed order fulfillment process.

ref: agency management software, Insurance Software, wikipedia

Insurance SFA - Leadorganizer

Sales Force Automation Systems (SFA),typically a part of a company’s customer relationship management system, is a agency management system that automatically records all the stages in a sales process.

SFA includes a contact management system which tracks all contact that has been made with a given customer, the purpose of the contact, and any follow up that might be required. This ensures that sales efforts won’t be duplicated eliminating the risk of irritating customers.

SFA also includes a sales lead tracking system, which lists potential customers through paid phone lists, or customers of related products. Other elements of a SFA system can include, sales forecasting, order management and product knowledge. More developed SFA systems have features where customers can actually model the product to meet their required needs through online product building systems. This is becoming more and more popular in the automobile industry, where patrons can customize various features such as color and interior features such as leather vs. upholstered seats.


Ref: agency management software, Insurance SFA Software, wikipedia