Mining CRM
In mining the price depends not on the product's name but on the assay result; two lots from the same pit are sold at different prices with different grades. When the assay report stays in the laboratory, the weighing at the weighbridge and the range agreed with the buyer in the salesperson's e-mail, which lot went out under which terms is only put together on the day of the objection.
A shipment lot is a record; the assay result, the weighing and the grade range agreed with the buyer are fields on the same card. Lots outside the range are collected in a filtered list.
- Keep every shipment lot on a single record with the assay result, the weighing and the agreed grade range as fields
- Open the buyer's objection as a request record tied to the lot and track which assay the price cut came from
- Keep licence, permit and contract end dates as fields and tie approaching renewals to a task
- Enter site visits and contractor audits from the mobile app; let the form, the photograph and the location verification be written to the record
| Shipment Lot | The lot is a record; the assay result, the weighing and the agreed range are its fields, and the laboratory report stays attached. |
|---|---|
| Buyer Contract | The buyer is an account record; the grade range, the moisture limit and the price formula are fields on the contract record, and shipments are assessed against those fields. |
| Licence and Permit Calendar | Licences and permits are records; the end date is a field, approaching dates fall into a list, and the renewal task is opened for its owner. |
| Site and Contractor Audit | An audit is a task; the form and the photograph are its fields, and when it is entered from the mobile app the location verification is written to the record. |
In a mining operation the customer relationship runs on the lot. The buying industrial plant agrees a grade range and a moisture limit in the contract; every shipment that arrives is accepted, turned back or has its price cut according to that range. The assay report is filed in the laboratory, the weighing slip stays at the weighbridge, and the objection lands in the sales representative's e-mail inbox. Because the dates of licences, permits and environmental obligations sit in a separate calendar, the renewal is squeezed into the last month.
In Rapitek CRM the shipment lot is a record: the assay result, the weighing and the range agreed with the buyer are fields on the same card, and when there is a deviation the objection is opened as a request under that record. The buyer and the contractor are account records; because licence, permit and contract end dates sit in a field, the approaching ones fall into a list. A site visit and a contractor audit are tasks entered from the mobile app; the location verification is written to the record and it also covers mock location detection. We build the connection to the ERP and laboratory systems; there is no out-of-the-box module — the connection is built specifically for your project over the REST API, OAuth2 and webhooks.
The scope of the plans and the separately priced items are written on the pricing page.
