This enables enterprises to go paperless, From generating extended service inventory to allocation for partners and sales to end users, every step is fully digitized.
Simplify processes like registration, inventory tracking, and entitlement generation with automated solutions.
Efficiently categorizes and manages partners for optimal collaboration and service delivery.
Provides Leverage on multiple Management Info System and reports to gain actionable insights for strategic operations.
Gives flexibility to enjoy multi-role management, intuitive pricing, and a centralized product master for flexible, future-ready solutions.
Experience a simple, intuitive interface designed to make operations straightforward and accessible for all.
Empower your team with this robust, scalable, and easy-to-use digital solution to take your UPS product management to the next level.
Entitlement Registration & Generation
The process begins when a customer intends to register their product. The sales partner collects the SIB serial number, product details and registers the product on the Cloudtrac portal, either individually or in bulk. Once registered, a Service Entitlement Document (PDF) is automatically generated and sent to the customer via email. The Inhouse team downloads the registration details and updates them in the internal CRM system. When the customer logs a complaint and provides the serial number, customer care team verifies the support contract in the system and ensures that service is delivered as per the terms of the contract.
This seamless and efficient workflow ensures accurate registration, traceable documentation, and prompt service delivery.
Purchase and Sale
The process starts when a distributor or sales partner decides to purchase a Service in a Box feature. Invoices are processed offline and the finance team uploads the corresponding quantities to the Cloudtrac portal. The inventory is then reviewed and approved by Coordinator. Upon approval, the Coordinator completes the transfer to the distributor or sales partner through the Cloudtrac portal. The distributor can view the inventory in their login and is able to make sales to other partners.
When a sales partner places an order for an SIB with the distributor (offline), the distributor reviews and approves the request, transferring the inventory to the sales partner through the portal. The sales partner receives the inventory in their login and proceeds to make sales to the end customer.
This streamlined process ensures efficient inventory management, clear visibility, and seamless operations across stakeholders.
Salient Features
Digital Inventory management with robust tracking and end to end visibility
Fast, simple and easy to use interfaces for all the user stack holders
Robust Automated Delivery Challan numbers, Unique serial numbers, In Warranty number management to reduce leakage and errors across the sales/transfer and registration systems
Automated report configurations and subscription management
Automated digital Document generation to improve traceability and reduce paperwork
Simple and easy to use registration with check on serial numbers, registration validity, serial numbers pattern check and duplicate verification
High performance, high availability and secure system with password expiry, strength checks with end to end https encryption. Automated daily backups
Conclusion
This automation streamlines the entire process of Service in a Box purchase, inventory management, and sales, ensuring accuracy, traceability, and efficiency at every step. By minimizing manual intervention and enabling real-time updates, it enhances collaboration between stakeholders, reduces operational bottlenecks, and provides a seamless experience for distributors, sales partners, and end customers. This robust solution not only drives efficiency but also sets the foundation for scalable and future-ready operations.
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