Sales and Distribution Management System (Steps SDM)

In today's dynamic sales and distribution landscape, staying ahead demands more than just a management system—it requires a revolution. Enter Steps SDM Sales and Distribution Management Systems, the pinnacle of Sales and Distribution Management Systems, engineered to elevate businesses to new heights of efficiency and agility crafted by one of the best software companies WEBNS Technology Ltd. located in Dhaka, the heart of Bangladesh. 

Steps SDM is not just a solution; it's a technological marvel, integrating cutting-edge features to streamline every aspect of your sales and distribution processes. From order management to inventory control and customer relationship management, it's the ultimate toolkit for modern enterprises. Experience the future of sales and distribution management with Steps SDM—where innovation meets excellence, and success knows no bounds

 

Usability of Steps SDM (Sales & Distribution Management Systems)

Steps SDM, our Sales and Distribution Management System, is designed with usability at its core, ensuring that businesses can maximize their sales and distribution capabilities with ease and efficiency.

1. Intuitive Interface: Easy navigation and user-friendly design.

2. Customizable Dashboards: Tailored views for personalized insights.

3. Efficient Workflow Management: Streamlined processes and automation.

4. Accessibility: Web and mobile access for anytime, anywhere management.

5. Real-Time Insights: Instant access to national sales, collection & Customer O/S statements.

6. Collaboration Tools: Facilitates real-time collaboration among team members.

7. Scalability: Adaptable to business growth and increasing demands.

8. Training and Support: Comprehensive resources for user education and assistance.

9. Data Security: Ensures the confidentiality and integrity of sensitive sales and distribution data.

10. Performance Optimization: Enhances system performance to ensure smooth and efficient operations, even during peak periods.

11. Integration Capabilities: Seamlessly integrates with existing systems and software to maximize efficiency and minimize data silos.

12. Error Handling: Provides robust error handling mechanisms to identify and resolve issues quickly, minimizing disruptions.

13. Customer Satisfaction: Improves customer satisfaction through timely order fulfillment, personalized services, and responsive support.

14. Analytics and Reporting: Offer advanced analytics and reporting capabilities to analyze the performance of Salespersons, Customer sales statements, and fast & slow-running products to derive actionable insights and drive informed decision-making.

15. Compliance Management: Helps businesses adhere to regulatory requirements and industry standards related to sales and distribution activities.

16. User Permissions and Roles: Allows for granular control over user access and permissions, ensuring data security and compliance.

17. Mobile Responsiveness: Optimized for mobile devices, enabling sales and distribution teams to access critical information on the go.

18. Continuous Improvement: Supports ongoing optimization and refinement of sales and distribution processes to drive continuous improvement and innovation.

With its user-friendly interface, customizable features, and robust capabilities, Steps SDM makes sales and distribution management simpler, more efficient, and more effective than ever before. Experience the power of usability with Steps SDM and take your sales and distribution operations to new heights.

 

 

 

Features of Steps SDM (Sales & Distribution Management Systems)

1. Customer Profile Management:

• Profile: Maintain customer-wise profile with detailed information.
• Sales history: View past sales history and preferences to tailor marketing efforts.
• Customer segmentation: Segment customers based on demographics, behavior, or sales history for targeted marketing campaigns.

2. Price Profile Management:

• Tiered pricing: Offer different pricing levels based on customer loyalty or volume of purchases.
• Promotional pricing: Set temporary discounts or promotions for specific products or customers.
• Contract pricing: Negotiate and manage pricing agreements with individual customers or partners.
• Price optimization: Use analytics to determine the most profitable pricing strategy for each product.

3. FG Inventory & Distribution System:

• Stock optimization: Automatically reordered inventory based on demand forecasts and stock levels.
• Warehouse management: Efficiently organize and track inventory within warehouses or distribution centers.
• Inventory visibility: Provide real-time visibility into inventory levels across multiple locations.
• Batch tracking: Trace products by batch numbers for quality control and recall management.

4. Invoice Preparation:

• Automated invoicing: Generate invoices automatically based on confirmed orders.
• Customizable templates: Create customized invoice templates to match branding or specific requirements.
• Multiple currency support: Generate invoices in different currencies to accommodate international transactions.
• VAT calculation: Automatically calculate VAT based on Government rules.

5. Return Management:

• Return authorization: Streamline the return process by providing customers with a simple authorization procedure.
• Return tracking: Track returned items from initiation to resolution, ensuring timely processing and refunds.
• Expiry/Replacement management: Manage product expiry/replacement issues for returned products.
• Restocking management: Track and manage the restocking of returned items back into inventory to maintain accurate stock levels.

6. Collection & O/S Management:

• Payment reconciliation: Match incoming payments with outstanding invoices to ensure accuracy.
• Credit management: Set credit limits and terms for customers to manage risk and cash flow.
• Aging analysis: Analyze invoice aging to identify trends and prioritize collections efforts.

7. Sales Management & Evaluation:

• Sales performance tracking: Monitor individual and team sales performance against targets.
• Territory management: Assign sales territories and track performance by territory/area/region.
• Sales incentive tracking: Monitor commissions, bonuses, or incentives earned by sales staff.

8. Real-Time Insights:

• Dashboard analytics: Access interactive dashboards with real-time data visualization for quick insights.
• Drill-down capabilities: Dive deeper into data by drilling down into specific metrics or dimensions for detailed analysis.
• Alerts and notifications: Receive alerts and notifications for important events or performance milestones.
• Trend analysis: Identify trends and patterns in sales, collection, and outstanding statements to inform strategic decisions.

9. Reporting & Analysis:

• Custom report generation: Create custom reports tailored to specific business requirements or KPIs.
• Scheduled reports: Schedule automated report generation and distribution to relevant stakeholders.
• Ad-hoc analysis: Perform ad-hoc analysis on-demand to answer specific business questions or explore trends.
• Export options: Export reports in various formats such as PDF, Excel, or CSV for further analysis or sharing.

10. Graphical Summaries:

• Visual representation: Present data summaries and trends using visually appealing charts, graphs, and diagrams.
• Comparative analysis: Compare sales, collection, and outstanding summaries across different time periods or regions.
• Interactive graphs: Interact with graphical summaries to drill down into specific data points or segments.
• Forecasting tools: Use graphical summaries to forecast future sales, collection, or outstanding trends based on historical data.

These additional points further enhance the functionality and usability of each main feature within the Steps SDM system, providing users with comprehensive tools to manage sales and distribution operations effectively.

 

Modules of Steps SDM (Sales & Distribution Management Systems)

Steps SDM Sales and Distribution Management System is a cutting-edge sales and distribution management system engineered to redefine the way you conduct business. With Steps SDM, you're not just accessing a solution; you're embracing a technological marvel meticulously designed to elevate your operations to unprecedented heights of efficiency and agility. Our suite of modules, seamlessly integrated within Steps SDM, empowers your organization to navigate the complexities of sales and distribution with ease and precision. From intuitive sales management to optimized distribution logistics, Steps SDM offers a comprehensive toolkit to streamline every facet of your business processes. Step into the future of sales and distribution management with Steps SDM, where innovation meets excellence, and success knows no bounds.

1. Sales Management Module:

• Order Processing: This feature enables users to create, track, and manage orders from initiation to fulfillment. It includes functionalities such as order creation, order status tracking, and order modification.

• Sales Performance Tracking: Users can monitor individual and team sales performance against predefined targets. It provides insights into sales trends, revenue generation, and salesperson effectiveness.

• Lead and Opportunity Management: Allows users to capture and manage leads and opportunities through various stages of the sales pipeline. It includes lead qualification, opportunity tracking, and conversion analysis.

• Customer Relationship Management (CRM): Centralizes customer information, interactions, and communications. It facilitates personalized engagement, customer segmentation, and relationship nurturing.

• Sales Analytics and Reporting: Provides advanced analytics and reporting capabilities to analyze sales data, track KPIs, and generate actionable insights. It enables data-driven decision-making and strategy formulation.

2. Distribution Management Module:

• Inventory Management: Manages inventory levels, stock movements, and product availability across warehouses and distribution centers. It includes functionalities such as stock optimization, reorder point setting and inventory valuation.

• Warehouse Operations: Optimizes warehouse processes, including receiving, picking, packing, and shipping. It ensures efficient inventory handling, space utilization, and order fulfillment.

• Distribution Channel Management: Manages relationships with distribution partners, dealers, and retailers. It includes channel performance tracking, partner collaboration, and incentive management.

• Stock Optimization and Forecasting: Utilizes historical sales data and demand forecasting techniques to optimize inventory levels and prevent stockouts or overstock situations.

• Batch Tracking and Quality Control: Tracks products by batch numbers to ensure traceability throughout the supply chain. It facilitates quality control, recall management, and compliance with regulatory standards.

3. Finance Management Module:

• Accounts Receivable: Manages receivables from customers, tracks outstanding invoices, and facilitates payment reconciliation.

• Collection Management: Streamlines the collection process, including payment reminders, follow-ups, and dispute resolution.

• Credit Risk Assessment: Assesses customer creditworthiness, sets credit limits, and monitors credit exposure to minimize bad debt risk.

• Financial Reporting: Generates financial reports related to sales and distribution activities, including income statements, balance sheets, and cash flow statements.

• VAT Calculation and Compliance: Automates VAT calculation based on government rules and ensures compliance with tax regulations.

4. Customer Service Module:

• Customer Inquiry Management: Provides a centralized platform for handling customer inquiries, requests, and complaints. It enables timely responses and issue resolution.

• Order Tracking and Status Updates: Allows customers to track their orders in real-time and receive status updates throughout the fulfillment process.

• Complaint Resolution: Streamlines the complaint handling process, tracks complaint resolution progress, and captures customer feedback for continuous improvement.

• Customer Support and Assistance: Offers various support channels such as phone, email, and live chat to assist customers with product inquiries, returns, and other issues.

• Customer Profile Viewing and Management: Enables customer service representatives to view and update customer profiles, including contact information, preferences, and purchase history.

5. Marketing Module:

• Customer Segmentation: Segments customers based on demographics, behavior, or purchase history for targeted marketing campaigns.

• Campaign Management: Plans, executes, and tracks marketing campaigns across multiple channels, including email, social media, and advertising.

• Promotion and Discount Management: Manages promotional offers, discounts, and loyalty programs to incentivize purchases and drive customer engagement.

• Marketing Analytics: Measures the effectiveness of marketing campaigns, analyzes campaign ROI, and identifies opportunities for optimization.

• Campaign Effectiveness Tracking: Tracks key metrics such as click-through rates, conversion rates, and campaign attribution to evaluate campaign performance and refine marketing strategies.

6. Operations Management Module:

• Order Fulfillment: Efficiently processes and fulfills customer orders, including order picking, packing, and shipping.

• Supply Chain Logistics: Manages the movement of goods from suppliers to customers, optimizing transportation, warehousing, and distribution.

• Operational Process Optimization: Identifies and eliminates bottlenecks, streamlines workflows, and improves operational efficiency.

• Key Performance Metric Tracking: Tracks and monitors key performance metrics such as order cycle time, fill rate, and inventory turnover to measure operational performance.

• Bottleneck Identification and Resolution: Uses data analysis and process mapping techniques to identify and resolve bottlenecks that impede operational efficiency and customer satisfaction.

7. Executive Dashboard Module:

• Real-Time Insights Dashboard: Provides executives with a consolidated view of key performance metrics and real-time insights into sales and distribution operations.

• Performance Metrics Visualization: Visualizes performance metrics using charts, graphs, and KPI dashboards for easy interpretation and decision-making.

• Trend Analysis: Analyzes historical data and identifies trends, patterns, and outliers to inform strategic decision-making and planning.

• Strategic Decision Support: Offers decision support tools and scenario analysis capabilities to evaluate strategic options and prioritize initiatives.

• Data-driven Business Intelligence: Empowers executives with data-driven insights and actionable recommendations to drive business growth and competitive advantage.

8. Administration Module:

• User Access Management: Manages user roles, permissions, and access levels to ensure data security and compliance with regulatory requirements.

• System Configuration: Configures system settings, parameters, and preferences to align with organizational needs and workflows.

• Security and Compliance Management: Implements security measures and compliance controls to protect sensitive data and ensure adherence to industry regulations.

• System Updates and Maintenance: Manages system updates, patches, and maintenance tasks to ensure system reliability, performance, and security.

• Customization Support: Provides assistance and guidance with customizing the system to accommodate unique business processes and requirements.

Step into a realm of unprecedented efficiency and seamless operations with Steps SDM, your ultimate Sales and Distribution Management System. Crafted with precision and powered by innovation, Steps SDM redefines the landscape of business management. No longer just a solution, but a transformative force, it integrates cutting-edge features to streamline every facet of your sales and distribution processes. From intuitive sales management to optimized distribution logistics, Steps SDM is your partner in achieving unparalleled success. Embrace the future of business management with Steps SDM, where every step forward leads to new heights of excellence.

 

Who can use Steps SDM (Sales & Distribution Management Systems)?

1. Sales Teams:

• Sales representatives, managers, and executives who manage the sales process, including order processing, customer interactions, and sales performance tracking.
• They can use the system to streamline sales operations, track leads and opportunities, manage customer relationships, and analyze sales performance.

2. Distribution Managers:

• Distribution managers are responsible for managing inventory, warehouse operations, and distribution channels.
• They can use the system to optimize inventory levels, manage warehouse operations, and ensure timely delivery of products to customers.

3. Finance Teams:

• Finance managers, controllers, and accountants are responsible for managing accounts receivable, collections, credit risk, and financial reporting.
• They can use the system to track receivables, manage collections processes, assess credit risk, and generate financial reports related to sales and distribution activities.

4. Customer Service Representatives:

• Customer service representatives who interact with customers to address inquiries, resolve issues, and provide support related to sales and distribution.
• They can use the system to access customer information, track orders, resolve complaints, and provide timely assistance to customers.

5. Marketing Teams:

• Marketing managers, analysts, and specialists are responsible for developing marketing strategies, campaigns, and promotions to drive sales and customer engagement.
• They can use the system to analyze customer data, segment customers, execute targeted marketing campaigns, and measure campaign effectiveness.

6. Operations Managers:

• Operations managers oversee sales and distribution operations, including order fulfillment, inventory management, and supply chain logistics.
• They can use the system to optimize operational processes, track key performance metrics, identify bottlenecks, and improve overall efficiency.

7. Executive Leadership:

• Executive leadership, including CEOs, CFOs, and COOs, who require visibility into sales and distribution performance to make strategic decisions and drive business growth.
• They can use the system to access real-time dashboards, reports, and analytics to monitor performance, identify trends, and align business strategies with organizational goals.

8. IT Administrators:

• IT administrators are responsible for implementing, configuring, and maintaining the Steps SDM system and ensuring data security, integrity, and system reliability.
• They can use the system to manage user access, perform system updates and maintenance, troubleshoot issues, and ensure compliance with IT policies and standards.

These stakeholders play critical roles in the sales and distribution processes of an organization and can benefit from using the Steps SDM system to improve collaboration, efficiency, and decision-making across departments.

 

Support of Steps SDM (Sales & Distribution Management Systems)

At Steps SDM, we're more than just a software provider, we're your dedicated partner for success. Our comprehensive support services ensure that you maximize the value of our Sales and Distribution Management System. Whether you need technical assistance, training, customization, or ongoing improvement, our team is here to guide you every step of the way. With Steps SDM Support, you gain access to personalized assistance that empowers your organization to achieve its sales and distribution goals with confidence. Let us be your trusted partner on the path to excellence in sales and distribution management.

1. Comprehensive Assistance: Our support services cover all aspects of implementing and using our Sales and Distribution Management System, ensuring a seamless experience from start to finish.

2. Dedicated Team: You'll have access to a dedicated support team committed to understanding your unique needs and providing personalized assistance tailored to your organization.

3. Technical Expertise: Our skilled professionals are ready to address any technical issues promptly, ensuring minimal disruption to your operations.

4. Training and On-boarding: We offer customized training programs to on-board your team members and ensure they are proficient in using the system effectively.

5. Customization Support: Get guidance and assistance with customizing the system to align with your specific workflows and business processes.

6. Continuous Improvement: Stay up-to-date with regular updates, enhancements, and best practices to maximize the value of the system over time.

7. Proactive Communication: We keep you informed about system updates, upcoming events, and opportunities for improvement through proactive outreach and open communication channels.

With Steps SDM Support by your side, you can rest assured that you have a reliable partner dedicated to your success. Let us empower your organization to achieve its sales and distribution goals with confidence.