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Distributor management system

Implementing a distributor management system is a big step for any company. But results are worth the effort. Learn about the steps to take to ensure your DMS implementation is successful.

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Distributor management system

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  1. KOOPS 6 Steps for A Successful Distributor Management System Implementation

  2. Step 1 Cleaning Up of the Master Data Before the process of DMS implementation starts, an organisation needs to check its master data for any redundant data, which can often be found in the form of inactive SKUs and parties that the organisation is no longer in business with! Only when there is no such futile information in the systems can the new DMS properly take effect!

  3. Step 2  ERP Integration This can be easily termed as one of the most crucial stages of DMS implementation. While ERP integration with the DMS process might seem cumbersome to begin with, it is quintessential to the compliance of DMS, as it allows the much-needed access to critical data including but not limited to – primary sales, primary orders, new vendor creation, and new client creation. 

  4. Step 3 Create your Invoice Template Standardising your invoice template will enable you to save precious time by sending out system-generated invoices, while also eliminating any room for error. Moreover, it will also help you keep a track of the invoicing systems that your distributors are following. 

  5. Step 4 Incentivise Distributors It is now time for you to offer incentives to distributors, as a way to encourage them to use the DMS platform. Right from encouraging new digital behaviours to promptly setting distributor claims, and even adopting future technologies, this stage will make it all easy and approachable for you.

  6. Step 5 Reward Compliance Driving change amongst distributors is no easy task and requires a strategic approach. While there will be a few distributors who will happily dial the boat with you, most will resist. An easy way to get them on board is by creating a plan to rewards distributors who choose DMS compliance.

  7. Step 6 Ensure Post-Implementation Upkeep While the process of installation of DMS in itself sits well with companies, it is the post-installation upkeep that many organisations struggle with. That said, with the help of a reliable customer support team from the DMS provider’s step, it can become rather convenient to follow the below-mentioned tips.

  8. THANK YOU To know more, visit: https://www.koops.in/blog/12000-users-trust-koops-salesforce-automation/

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