Chemical CRM
In chemical sales the customer buys not the product but the result in their own process; the sample is trialled on their own line and approval takes weeks. When the conditions the trial was run under and which batch was approved are not written down, the next shipment does not give the same result.
The lot number is a field on the order line; when a complaint comes in about a batch, every customer shipped from that lot is gathered in a list filtered on that field.
- Move the sample request, the trial conditions and the approval decision forward on a single opportunity record
- Link the shipped batch number to the customer order, and filter the affected customers from that field when a complaint comes in
- Attach the technical data sheet and the safety data sheet to the record and track which version went to whom
- See the number of returnable drums and IBCs held at the customer on the account record, and open the collection task from there
| Sample and Trial | A sample request is a stage on the opportunity record; the trial condition and its result are in the card's fields, and the approval decision stays on the same record. |
|---|---|
| Batch Tracking | The lot number is a field on the order line; every customer shipped from that batch is gathered in a list filtered on that field. |
| Product Documents | The technical data sheet and the safety data sheet are attachments linked to the record; because sending leaves a trace in the record history, versions do not get mixed up. |
| Returnable Packaging | The number of drums and IBCs held at the customer is a field on the account record; collection is opened as a task linked to that field. |
In chemicals the answer to a complaint is almost always in the batch number: when the customer says “it wasn't like the last one”, the place to look is which lot was shipped to them and when. When that information stays on the dispatch paperwork and never reaches the customer file, the technical team asks the warehouse the same question, the warehouse asks production, and the customer waits in between. The same scatter is there in the documents; nowhere is it written which version of the safety data sheet was sent to whom.
Rapitek CRM moves the sample request, the trial conditions and the approval decision forward on a single opportunity record; the lot number shipped stays on the order line under the customer account. When a complaint is opened, how many customers were affected by that batch is filtered from the same field. Because the technical data sheet and the safety data sheet are attached to the record, which version went to whom is not searched for afterwards either.
The scope of the plans and the separately priced items are set out on the pricing page.
