We are a non-profit social services association and act as a youth welfare provider. As a service provider, we offer young people a broad portfolio of needs-based, high-quality support, education, and care services. For the area of nutrition, we are looking for appropriate sales software for catering to individual customers and delivery services via commercial kitchens. The solution we are looking for should include the option of being expandable to an ERP system.
The software should meet the following requirements:
Must have:
- CRM (address database, customer data, address and contact lists, contact planner)
- Sales functions, sales planning, acquisition management
- Sales meeting planning
- Quotation system, quotation management
- Quotation and order creation
- Order data, order status
- Sales processing
- Base price function
- Price management
- Fixed prices
- Customer-specific prices and article texts
- Returns management
- Payment options
- Shop system, online shop, shopping cart system
- Customer portal
- Booking tool
- Document overview with status management
- Transaction management
- Customers - Articles Profit and loss statements
- Sales planning, sales plan management
- Ordering, order status
- Sales controlling
- Booking segments
- Customer and sales data analysis, history
- Customer display, customer history (list of customer purchases)
- Customer and consumer behavior
- Customer recommendations
- User management
- Complaint management, error description, complaints
- Business intelligence (BI)
- Calendar and appointment management
- Scheduling
- Area marketing
- Competitor products
- Exchanges and complaints
- Escalation management
- Reminder and escalation functions
- Ticket system, ticket creation
- To-do lists
- Messages
- Reports
- Customer communication, conversation guide
- Advertising management
- Advertising campaign functions
- Event ticketing
- Target group marketing
- Form letter functions
- Documentation
- Work time recording
- Route optimization
- Map displays
- Geotargeting
- Tickets
- Search filters
- A/B testing
- Mobile data collection
Optional:
- Advertisement management
- Material surcharges
- Material catalogs
- Cataloging
- Resource management, resource overview
- Project acquisition
- Client management
- Product publications, product content
- Price comparison
- Publications, news
- Campaign management, promotion planning
- Campaign visualization
- Marketing tools
- Newsletter
- GPS tracking
- Mobile time tracking
- Text modules
- Route planning
- Route display
- Manual route changes
- Travel expense tracking
- Photo documentation
- Fault management
- Employee and vehicle allocation
In future:
- Order distribution and tracking
- Project management
- Sales opportunity management
- Advertising banners
- Innovation campaigns
- Sales statistics
- Discount functions, discount profiles
- Pricing, special prices
- Special offers
- Coupon function
- Automated price recommendations
- Customer prices, sales discounts
- Group structures
- Date-related price changes
- Price-quantity scales
- Price lists, price sheets
- Upselling
- Cross-selling
- Lead management
- Channel management
- Revenue management
- Status displays, status overviews
- Statistics
- Call center functions, chats
- Social media functions, social networking
- Customer ideas
- Social sharing function
- Customer experience management
- Broker portal
- Location and graphical deployment planning
- Navigation
- Graphical scheduling
- Defect management
- Maintenance
- Biometric signature
- KPI
- Block and value accounting
- Email dispatch
Other (important):
- Remote access
- Scalable (up to ERP)
- DATEV integration - Transfer to DATEV accounting (financial and payroll accounting)
- Local installation or web-based
Four software workstations are planned. Work is carried out in an MS Windows system landscape and with mobile devices (primarily Android and a small number of iOS devices).