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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.

