PRO Cloud Supply Chain Management

PRO Cloud Supply Chain Management system is based on vtiger, the software enterprise with a mission to build and deliver the most open, easiest to use, most customizable, and most accessible solutions for small and medium enterprises.

vtiger is supported by an active community of developers and partner networks in more than 110 countries. More than 300,000 businesses including Fortune 500 companies use vtiger to manage sales, marketing, support, inventory, and more!

PRO Cloud Supply Chain Management system is integrated with our other systems; Auto Dialer, Automated IVR, and Call Center.

PRO Cloud SCM Lead Management module:

  • Presales team record the leads and identify their status (interested – uninterested – unmatched request).
  • The interested leads are routed automatically to the sales team in a fair way. While the leads with unmatched requests will be contacted later by the presales team when they can match their requests.
  • The sales agent will follow-up his leads and records follow-up result and next follow-up date. While the system tracks the missed follow-ups.
  • Finally, the sales agent will convert a lead to a customer, or mark it as uninterested and indicate the reason.

PRO Cloud SCM Sales Management module:

  • Implement the whole sales cycle starting from receive request-for-quotation (RFQ), issue offer, receive customer PO, create sales order, order shipment & delivery, and invoice issue.
  • After receiving customer RFQ, system automatically creates RFQ-to-Supplier for out-of-stock items. While for in-stock items, their prices are automatically calculated after applying the proper pricing rules.
  • Each sales phase sends the proper automated mail including the relevant PDFs.

PRO Cloud SCM Purchasing Management module:

  • Record your suppliers’ details, their contact persons, and price lists.
  • After receiving the supplier quotation, system automatically calculates the shipping overheads and customs in order to set the item total cost.
  • If supplier quote is accepted, then purchasing agent updates status to ‘PO Sent’, then system sends mail to the supplier including PO PDF.

PRO Cloud SCM Inventory Management module:

  • Record your products details including the profit margin classes to automatically apply the proper profit margin for each customer based on its class when issue an offer.
  • Define stocking rules per item per territory such as minimum stock level, minimum PO level, and customs percentage.
  • Support multiple sales territories & warehouses.
  • Create automatic inventory notes as follows, and link with their account & supplier operations:
    • Receiving note at item arrival.
    • Reserve note when receive the customer PO.
    • Delivery note at item delivery.
  • Support the sales order that is being delivered into separate batches per customer request, where each delivery has its automatically generated delivery ticket & invoice PDFs. In addition to, after each delivery the customer balance per each item is updated automatically.

PRO Cloud SCM Survey module:

  • Define your survey templates as follows:
    • The question.
    • Answers drop list if applicable.
    • Option for the customer to add a comment or not.
  • Assign leads & customers as the survey target.
  • Record the survey response linked with the relevant record.
  • Survey can be automated through our PRO Auto Dialer system.

PRO Cloud SCM Call Center module:

  • Support Asterisk, Yeastar, and Grandstream call center systems.
  • Provide notification for the call center agent with the caller information at call ring.
  • Click-to-Call, make calls by clicking the phone numbers rather than typing them at your phone.
  • All incoming & outbound calls are logged and linked to their relevant records (leads \ accounts \ contacts).
  • Automatic assign of after-working-hours & abandoned calls for agents for calling them back. Abandoned calls are the customers who hang up before the call center agents answer their calls.
  • For abandoned and after-working-hours calls; if the caller number is new, then it’s automatically saved as a new lead, and the agent will record its information after calling him back.

PRO Cloud SCM Customer Service module:

  • The customer support team records the trouble tickets and classify them by the intended department, then system automatically routes them to their departments.
  • System will notify the customer support agent when the intended department records the ticket reply, then he contacts the customer back and closes the ticket if customer is satisfied.
  • If the customer isn’t satisfied by the department reply, then the customer support agent will flag the ticket to be automatically routed back to the intended department.
  • System supports ticket escalation from the intended department to higher management levels based on your service level agreement.
  • Department managers can record frequently asked questions (FAQs), to enable the customer service team to close the tickets faster without need to route the tickets to their intended departments.

PRO Cloud SCM SMS module:

  • Automatically send SMS in predefined events. Also, users can send SMS manually.
  • Support bulk SMS.
  • Track SMS receiving status.
  • Link SMS to the related records (lead \ account \ contact).