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OPERATIONS & LOGISTICS                                                              1. Organizational Structure                             4. Inventory Management                                                                                                                                                             85 // 98

                                                                                                    2. Human Resources & Job                                5. Regulation & Legal Compliance
                                                                                                       Descriptions                                         6. CRM & ERP


                                                                                                    3. Locating the Right Distributor







                04/6                                                                                CRM & ERP















                                                                                                    Donna Italia provides dedicated, top quality                                            Track the effectiveness of marketing                                                And…

                                                                                                    ERP (Enterprise resource planning) & CRM                                                campaigns, turning each lead into a quality                                             •  Account Management

                                                                                                    (customer relation management) software to                                              lead.                                                                                   •  Sales & Order Targets
                                                                                                    all Donna Italia franchisees.                                                                                                                                                   •  Target & Forecast Analysis


                                                                                                                                                                                            Opportunity Management                                                                  •  Reporting and Charting Tools
                                                                                                    Following a several-month process of                                                    Maintain all the details on your team’s deals                                           •  Orders

                                                                                                    customization and design to meet our specific                                           — stage, products, competition, quotes, and                                             •  Shipping Documents and Invoices

                                                                                                    needs, The ERP is now a powerful tool for                                               more. Stay connected to the people and                                                  •  Scheduling and Tracking Visits

                                                                                                    Donna Italia franchisees and an extremely                                               information you need to close every sale.                                               •  Reports (for reps and managers)

                                                                                                    useful management tool.


                                                                                                                                                                                            Close More Deals                                                                   2. SUPPLY CHAIN MANAGEMENT
                                                                                                    The software allows the franchisee to manage                                            Track all your customer information and                                                 •  Purchasing

                                                                                                    all aspects of his or her business in one place:                                        interactions in one place, accessible from                                              •   Inventory Control

                                                                                                    CRM, finance, logistics, inventory, HR and                                              anywhere.

                                                                                                    more.                                                                                                                                                                      3. FINANCIALS
                                                                                                                                                                                            Quickly find experts to push deals along,

                                                                                                                                                                                            then recognize them for contributions within                                            •  Billing
                                                                                                                                                                                                                                                                                    •  Cash management
                                                                                                                                                                                            the same system.
                                                                                                    1. CRM AND SALES - SALESFORCE- THE                                                                                                                                              •  Cost Control

                                                                                                    LEADING CRM IN THE WORLD.                                                                                                                                                       •  Budget control
                                                                                                                                                                                            Accelerate Productivity                                                                 •  Financial Statement Generator

                                                                                                                                                                                            Whether you are a rep in the field, an inside
                                                                                                        Donna Italia uses Salesforce, the most

                                                                                                        powerful and vetted tool in the world.                                              sales rep, or you just prefer to work inside                                       4. HRM

                                                                                                        Salesforce enables you to effectively                                               your email inbox, you will be able to do

                                                                                                        monitor and manage your relationship with                                           more, from anywhere. You will also be able                                         5. PROJECT MANAGEMENT

                                                                                                        customers and leads, thereby continuously                                           to  automate complex business processes to

                                                                                                        optimizing your sales.                                                              drive even more productivity.                                                      6. REPORTS

                                                                                                                                                                                                                                                                                    •  Fully capable to create any report

                                                                                                        Main Salesforce Advantages:                                                         Make Insightful Decisions.                                                                 needed for your business

                                                                                                                                                                                            With Salesforce, information is in one place

                                                                                                        More Effective Lead Funnel                                                          so it’s easier to prioritize and make quick

                                                                                                        Nurture leads until they’re sales-ready, then                                       decisions based on the most up-to-date

                                                                                                        automatically route them to the proper reps                                         information. You can do it all from any

                                                                                                        at the right time.                                                                  device — a laptop, a phone, you name it.
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