How do you ensure that requirements sales agrees with the customer are actually met?

A deal always consists of a number of promises and commitments. Your sales person knows which ones, but does everyone know them, all the way from sales to production, engineering and after-sales services?

How do you ensure that requirements sales agrees with the customer are actually met?

Do you have a good way or system in which you can check that all the requirements that the sales person and your customer have agreed on are actually met?  If the answer is NO, there is a risk that you’ll be delivering something that the customer doesn’t think they have actually ordered. And this can turn the desired customer experience quickly into dissatisfaction.

One way to solve such issues and reduce the risks is a PLM system that supports your company's specific needs throughout the sales process and simplify the communication between sales, R&D and production.

With predefined templates and processes, you will have the right solution to:

  • Manage complex requirement specifications
  • Keep track of promised delivery times
  • Keep track of promised project costs. 
  • Ensure high-quality information throughout the process with just one source of correct information that is always available when a person needs it.

I'm working in sales, so I know that it’s nicer to spend time with your customers and less time in producing quotations, - the right PLM solution should support you also here. For example sales configurator can support sales in the quotation production that contain concept drawings, quotation texts and cost calculation. This reduces the time spent on producing quotations – time, as stated above, you would rather spend talking to your customers.

The clever thing about a smart PLM solution is also that you can extend and expand that in stages, with the same pace as your business grows. Start by focusing on one problem, for example ensure that all the requirements sales and customer agree on are actually met. When this is solved, you can tackle the next challenge areas you might have identified.

Next time I'm looking into the after-sales and service part, i.e. how to have full control of what has been delivered to a specific customer? Follow me here on the Symetri blog or check my LinkedIn profile where I'm also sharing my thoughts and experiences.

If you are interested to look for more information about PLM, download the free eBook or check the Symetri web page to learn more about PLM and what benefits it can bring to your company.

Blogg

En pratstund med vinnaren av "Best New BIM Use" 2023

04 december 2023

Under Nordic BIM Summit 2023 tilldelades Ramboll Norge utmärkelsen"Best New BIM Use" för deras arbete med att låta brandingenjörer arbeta med BIM-modellering. Den som tog emot priset på scen var Sindre Didrichsen, ansvarig för vinnarens brand-BIM-grupp. Nu det har gått några månader och vi fick nyligen till en pratstund för att höra om vad som hänt sen dess.

Läs mer
Blogg

Symetri stöttar hållbara byggen

21 september 2023

Artikel med Symetri där vi pratar om hur BIM och lösningar som till exempel One Click LCA och Naviate Zero kan hjälpa till att skapa en mer hållbar framtid för byggbranschen. Läs här.

Läs mer
Blogg

VAD HAR FÖRETAG ATT VINNA PÅ ATT KOPPLA IHOP PDM MED ERP?

21 september 2023

Tillverkande företag idag är ständigt på jakt efter sätt att öka effektiviteten och att förbättra processer i sin verksamhet. Ett sätt att nå framgång är genom att integrera två viktiga system: Product Data Management (PDM) och Enterprise Resource Planning (ERP). Genom att koppla ihop dessa kan företag uppnå en rad fördelar som kan göra en betydande skillnad i såväl affärsprocesser som resultat.

Läs mer