Millennium Semiconductor

The CRM system is designed to streamline the quote creation process by generating quotes from RFQs uploaded by the BD team. After ensuring data accuracy and matching, an approval process is triggered. Once approved, quotes are seamlessly shared with customers. Purchase orders are processed using OCR for data extraction and cross-referenced with system records. Any discrepancies are highlighted, and once the PO is matched, then syncing the quote with opportunity. Orders will be created against the PO received from the customer, order will be used to monitor and track the status of the order and SO will be generated in SAP, against the order in salesforce. Once the customer receives all the parts, the order will be closed with the status set to “Delivered”.

• The team relied on excel spreadsheets to complete sales.
• Manual assignment of leads thus leads were getting missed.
• Difficult track the Leads status.
• Multiple junk leads with duplicates getting captured.
• Potential and non potential data are in the same sheet.
• Excel were used to keep track of inventory
• Time consuming to identify the available inventory.
• No automated system to maintain the status of the various opportunity and the opportunity line item units.
• Inventory manages in the SAP platform.
• Quotes were created manually and shared with customers.
• There is no way to track sales representative performance.
• No real-time reports or dashboards.

1. To add a new List of Parts (Product), click on the Add Parts button. 

2 . Once clicked on the Add Parts button, choose or select the required products from the given list.

3 . Choose or select the list of products and click the Next button.

4. After clicking on the Next button, fill in the required details.

• Annual Quantity
• Resell Price

1. To upload a list of parts directly to the Parts object, users can use the Upload CSV button to upload the data in the object.
2. The CSV file should contain the correct product information.
3. To upload Part (Product) list, click on the Parts dropdown button

– Upload CSV button Click on the Upload CSV button. 

4 . To upload the CSV file, click on the Click here button to download the CSV format. 

4. After clicking on the Next button, fill in the required details.

• Annual Quantity
• Resell Price

5 . To upload the CSV file, click on the Upload File button, selecting the required file, and clicking Upload CSV.

6 . After the file is uploaded, the system will perform a verification to determine whether the products exist in the system. If they are found to be present, then the list will be added to the Part object.

1. Once the Part record is created in the system, all the details will be captured, as shown in the image below.
2. When a customer requests for the sample parts for the R & D purpose or for manufacturing and testing the parts , then requests for sample parts will be raised in the salesforce.
3. Click on the Edit button.

4. After clicking on the Edit button, a screen will appear to fill required details.

5 . Invoice Type: –

– Paid Invoice > Customer will pay for sample parts.

– Direct Invoice > Customer will pay for sample parts and the GST amount will also be included.

– Zero Invoice > Customer will not pay for sample parts.

6 . Required fields: –

CSR

7 . Once all the required fields are captured, Click on the Send Sample Request button. 

1. To Export the Parts list with the details.
2. Click on the Export Parts button.

3 . Once the export button is clicked, File will get downloaded in the system.