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Professional
Executive
Public Sector
Omnia
Evolution
This feature is designed to provide an integrated, consolidated view of the relationship with each customer, bringing together, in a single panel, the information relevant to sales, financial, and operational management.
Specifically, it brings together data from several dimensions:
Customer data: identification, contacts, tax information, and other identifying details, providing quick access to essential information about the entity;
Financial status: current account, due and overdue amounts, debt aging, financial exposure, and distribution by salesperson, providing a clear view of credit risk and supporting collection management;
Orders and service level: pending orders, delivery delays, quantities fulfilled, and current availability of ordered items, letting you track compliance with commitments made and identify potential impacts on customer service;
Sales performance: sales trends by period, orders, quotes, costs, margins, and discounts, offering an overall view of profitability and how the business relationship has evolved.
Consumption analysis: best-selling items, purchasing patterns, and consumption history, letting you identify customer preferences, business trends, and sales development opportunities.
Service quality: returns by item and their respective impact, making it possible to identify recurring problems related to products, shipping processes, or after-sales service.
Interpretive analysis for management: risks, recommendations, and opportunities automatically identified based on the data, highlighting situations such as payment defaults, recurring delivery delays, declining margins, increasing returns, sales concentrated on certain items, or opportunities to strengthen the business relationship.
The core goal is to support sales and financial decisions proactively, anticipating collection risks, service-level failures, and changes in customers' purchasing behavior.
By consolidating information from different areas of the system and supplementing it with automatic analysis, this feature enables continuous evaluation of the business relationship, promoting more efficient, well-informed management geared toward business growth.