This document describes an integrated business solution called Novosales that provides modules for various business functions like CRM, inventory management, finance, sales, etc. It can be accessed through a single browser window. The solution claims to deploy 3 times faster at 1/3rd the cost and has proven effective for industries like manufacturing, warehousing, and trading. It provides customized configurable solutions for different industry verticals along with features like a product catalogue, discount management, branch network management, and more. The document also discusses modules for complaints management, purchase orders, job works, and business intelligence and analytics capabilities.

1. An ‘integrated, collaborative business solution’ catering to all your business
needs and processes, accessible via a single browser window.

2. AGENDA
 Highlights
 Industry Verticals
 Approach
 Modules with benefits
 Features
 Service Horizontals
 BI and Analytics

3. HIGHLIGHTS:
 Currently responsible for approx. 500 Million USD business
transactions
 Clients range from SME to Fortune 500 companies
 Deploys 3 times faster at 1/3rd of the cost
 Proven performer of varied industry verticals such as Tyre
manufacturing industry, Warehousing business, FMCG & Trading
industry to name a few.
 Critically acclaimed Best ERP solution

4. INDUSTRY VERTICALS
Customized configurable modular solutions for all verticals

5. MODULAR APPROACH
Modules for every requirement, customizable to your own environment

6. CUSTOMER MANAGEMENT SYSTEM
Integrated approach to customer and prospect interactions to allow sales and
team to behave in more predictable and proactive manner
Includes solutions such as,
 Rapid access to centralized customer information
 Access to detailed and up-to-date communication history to foster customer and
prospect relationships, close sales and streamline all customer activities
 Design campaign budget, Track leads against campaigns, activities to ensure
maximum conversion to sales
 Create sales teams, record activities, manage expenses per activity, assign task
with daily time sheet for individuals also
 Control, approve, configure customer payment terms, credit limit and cash
discounts as per their payment and business status

7. BENEFITS - CRM
 Maintain information about customers, business partners with status
 Central marketing and sales data repository to enter, track market &
competitors details for sales strategy papers, market research notes and news
 Track lost sales and non visiting customer for a time period.
 Plan sales revenue targets at different levels, as by salesperson, product,
product category customer
 Analyze the number of leads and opportunities, sales volume and the
opportunity pipeline
 Create, change sales quotes, run available-to-promise checks in real-time for the
requested delivery date

8. PRODUCT MANAGEMENT
Management of inventory in a unique intuitive way to allow easy
integrability into the system with easy search and usage
Includes solutions such as,
 15 levels of product classification criteria possible
 Unique identification through product id for every product
 Technical drawings/Certificates can be attached to product master,
viewable to authorized personal only
 Integrated capability for Kitting associations
 Apply inventory rules for minimum, maximum order quantity, re-order points

9. BENEFITS – PRODUCT MANAGEMENT
 Multiple price list creation with ability to create product or customer wise
specific list
 Attach multiple images to a single product description
 Demand and forecast of product movement at ease
 Current inventory status visible at product master
 Classification of products into product type, group type, Brand and stock
type
 Store discontinued product as in different product to comply to customer’s
demand

10. INVENTORY AND MATERIAL MANAGEMENT
A suite of services to manage and control the inflow and usage of inventory
across any domain
Includes solutions such as,
 Material kitting and order staging
 Demand & Forecasting respective to Sales/Demand Order
 Extensive, detailed reports to track personnel time management, inventory
control and replenishment requirements, departmental processes and more
 Monitor material movement in and out of stockroom locations
 Product Association like KIT, Cross references, Single and multiple replacement
 Report actual and projected inventory status

11. BENEFITS – INVENTORY MANAGEMENT
 Slash inventory costs
 Monitor material movement in and out of stockroom locations
 Reconcile the inventory balances
 Set targets, provide replenishment techniques
 Define price lists and establish flexible pricing policies
 Check control and manage inventory ageing issues
 Capability to monitor product wise inventory usage
 Enhanced business intelligence and analytics services

12. PURCHASE AND RECEIPTS
Create purchase orders automatically; verify, identify duplicates and variances
in invoices with capability of UOM, currency conversions
Includes solutions such as,
 Create requisitions or purchase requests based on demand forecasts for
product or groups
 Process incoming purchase quotes with intelligent quote comparison
 Supplier Return document for excess or bad quality stock
 Automated discount / penalty computation information during payment
 Plan and consolidate procurement requirements, determine and confirm
realistic delivery dates with support for exceptions control
 Multi currency/UOM conversion processing at all levels

13. BENEFITS – PURCHASE & RECIEPTS
 Plan and consolidate procurement requirements, determine and confirm
realistic delivery dates
 Automated planning functions with interactive planning
 Be able to merge several requisition requests into one purchase order,
before their release, based on product and supplier criteria
 Multi currency/UOM conversion processing at all levels
 Payment batch having multiple suppliers/invoices
 Compare quotes to identify the most suitable proposals
 Exceptions control for stock shortages or violations of safety-stock values or
minimum days of supply and more
 Additional costs/discounts in all process

14. COMPLAINT MANAGEMENT SYSTEM
A simple, intuitive response mechanism to counter complaints, keep track of
scenarios and minimize response time with complete quality
Includes solutions such as,
 Streamline Complaint assignment and their escalations
 Validated and verified real time update of every case action
 Assured accountability through process driven system
 Decrease in process workflow time
 Easily integral with other ERP solutions through CSV
 In-depth reporting analysis for grievance control
 Case wise tracking of spare parts consumption

15. BENEFITS - CMS
 Dynamic creation of customer & product master during complaint registration
 Transparent resentment administration
 Configurable Escalation Matrix
 Cost effective with 100% suitability
 Guaranteed levels of service promise
 Minimum learning curve
 Structured information flow & analytics
 Case/complaint wise tracking of spare parts with price
 Real-time notification via mail, message and more
 Case traceability
 Non follow up of SLA, bad customer feedback escalates the request
 Status wise tracking of complaints

16. SALES AND DELIVERY
Streamlines sales, order and distribution operations, in order to deliver high
levels of customer service
Includes solutions such as,
 Accurate & seamless information flow between sales, manufacturing &
distribution
 Sales analysis based on item, location, address with inventory enquiry
 Tracks all pending shipments and service orders without a miss
 Integrates inventory, marketing, production and finance
 User-defined reports on quotations, orders, credit notes, invoices, etc
 Greater control over inventory, without forfeiting essential customer service
levels

17. BENEFITS – SALES AND DELIVERIES
 Integrates inventory, marketing, production and finance
 Identify cross-sell/up-sell opportunities
 User-defined reports on quotations, orders, credit notes,
invoices, etc
 Greater control over inventory levels, without forfeiting essential
customer service levels
 Availability inquiry of Inventory for fulfillment of sales and works
orders
 Create credit memos for returns received from your customers
or partners – even without reference to a sales or service order
 Add additional discounts and charges in all sales process

18. FINANCE AND ACCOUNTING
Gain control over your cash inflow and outflow and forecast and analyze the
liquidity and profitability of your business
Includes solutions such as,
 Centrally control cash flows, payment disputes and track closure, performance
 Valuate payables and receivables with currency conversions
 Track budget expenditures, Monitor travel and other expenses
 Create new cost-saving measures, by creating budgets limits on expenses
 Accurate, up-to-date picture of current earnings/profit-loss statement
 Proactively plan and manage global business performance, profit & growth
without Closing period

19. BENEFITS – FINANCE AND ACCOUNTING
 Manage multiple companies within same business or business
division within same company
 Proactively plan for and manage global business performance, profit,
and growth
 Strong audit support with drill-down capability
 Monitor, track and process payments to suppliers with ease
 Make centralized collection and processing for invoices raised in
multiple locations
 Define multiple costs/profit centers, track performance, and arrive at
profit and loss reports, separately for each cost center
 Streamline and automate Financial services management, end-to-
end

20. REQUEST ISSUE AND JOB WORK
End to end solutions for fulfillment of needs in Request issues and Job
work to monitor, track, integrate products and data with ease
Includes solutions such as,
 Automatic integration of data across Job work and Request issues
 Raw Material Management with intelligent production forecasting
 Create Process, allocate vendor with Direct bill generation capability
 Inward – Outward Stock Register and vice versa management
 Dynamic monitoring with updates & notification per job work status change
 Job Work reports for accurate stock positions

21. BENEFITS – REQUEST ISSUE & JOB WORK
 Plan and consolidate procurement requirements, determine and
confirm realistic delivery dates
 Automated planning functions with interactive planning
 Be able to merge several requisition requests into one purchase
order, before their release, based on product and supplier criteria
 Multi currency/UOM conversion processing at all levels
 Additional costs/discounts in all process
 Payment batch having multiple suppliers/invoices
 Compare quotes to identify the most suitable proposals
 Single or multiple receipts for a purchase order
 Exceptions control for stock shortages or violations of safety-stock
values or minimum days of supply and more

22. FEATURES – PRODUCT CATALOGUE
 Sales quotation created by just selecting the box. Amazing!!!

23. FEATURES - DISCOUNT MANAGEMENT
Discount specific
to particular
products or any
specific bill
amount.
Bill
Discount Discount made on
payment of due
amount in Cash or
within specified
time range.
Cash
Discount Discount made on
achievement of
assigned sales
quota over a time
range
Sales
Target
Branch
wise
Product
wise
Brand
wise
Zone
wise
Customer
wise
Order
Type
Complete Discount solution for Tyre Manufacturing industry with remarkable simplicity

24. FEATURES – BRANCH NETWORK MANAGEMENT
 Manage your Branches
 Manage your C & F
locations
 Manage your
Dealerships
 Manage your Common
Experience
 Keep a Tab on network
centrally
 Collaborate and
Communicate

25. FEATURES - DEALER MANAGEMENT SYSTEM
Globalized business system, with intuitive dealer management offerings of
Novosales.
Features included:
 Centralized control over workshop & showroom through single system
 Accurate analytics for better decision power
 Control cash flows, payment disputes and track their closure
 Centrally manage payments, approvals, warranties, claims, inventories
 Valuate payables and receivables with currency conversions
 Track budget expenditures, Monitor travel and other expenses
 Create new cost-saving measures, by creating budgets limits on expenses
and centrally manage them
 Accurate, up-to-date picture of current earnings/profit-loss statement
without closing periods

26. FEATURES – PRODUCT INTERFACE
Product interface, now a performing reality with ability to manage
products without purchasing.
Features included:
 Create product inventory based on need rather system
specifications
 Catalogue management based on requirement in fax or any
format
 Manage product list irrespective of system constraints
 Create, compare and manage quotations for the product list
 Monitor product wise inventory details
 Customized business intelligence and analytics features

27. FEATURES – SCHEME MANAGEMENT
Complete scheme management solution for Trading industry with remarkable simplicity
Scheme
Branch
wise
Product
wise
Order
wise
Customer
wise
Zone
wise
Brand
wise

28. SERVICE HORIZONTALS
With a dedicated team of fully equipped professionals to support
your issues with complete satisfaction.
 ERP Implementation & Customization
 Product Maintenance & Support
 Customer Relationship Management
 Support & Maintenance Services
 Upgrade Services

29. BI & ANALYTICS

30. BI & ANALYTICS

31. BI & ANALYTICS

32. BI & ANALYTICS

33. TESTIMONIALS..
"With Novosales On-Demand business system we have jumped in the 21st century. It has streamlined our
processes, improved our financial reporting and minimized the paper works and delays. The learning curve
of our employees has been quick, as Novosales is an intuitive and easy-to-use system“
- Executive Director - Leading Tyre Manufacturing Company
"Novosales offer value for us - as a mid market company we can't afford to have a lot of emphasis on IT - and
that is the beauty of the system. Though not installed on my location, my business unit people can still
dictate how the process should work and can standardize around best practices. There's a lot of value in the
product for midsize firms like us."
- CFO - A Growing Indian SME
"I tell my friends that when you use solution like Novosales, the support structure is different. It moves you
away from IT to the business side. You don't need a programmers maintaining and changing parameters
every day or constantly fixing bugs or taking backups. You're running the same level of software as some of
the best companies in the world. The system just works for you".
- VP Commercials - Prominent Warehouse Company

34. THANK YOU FOR YOUR TIME..