Evaluation Products Management

  • Do you have full visibility to your evaluation process ?
  • Do you spend a lot of time and effort in maintaining and tracking evaluation products?
  • Have you ever lost products from your evaluation pool?
  • Do you want to prevent your products from landing on the gray market or with your competition?

A lot of time & energy is spent on keeping track of the product requests, qualifying the customer, sending the products out, and tracking progress, while trying to keep a good handle on the finance, and legal aspects.

Exafort’s EvalTracker, built on the Salesforce.com platform, is a cloud-based offering covering the end-to-end evaluation process giving you unparalleled visibility at each stage. Being native Salesforce.com application, it is seamlessly integrated into your CRM business processes and data.

Solution Details

  • Request: Account Managers can request evaluation products for their accounts. They can specify product models, quantities and evaluation timeframe.
  • Approve: You can then approve these requests before they get shipped, and reorganize their priorities if need be.
  • Ship: Products approved can be shipped out. These products can be tracked by their individual serial numbers or quantities. The shipment can be followed using carrier tracking information – say for Fedex, UPS etc.
  • Received Returns: When the evaluation products are sent back, again their serial numbers get matched up.
  • Manage: As products are shipped out and received, they can be tracked by quantities, and serial numbers – thus at any given point, the evaluation or demo pool inventory is accurate.

Since we have this information centralized, all the stakeholders can be kept up-to-date on when a request came in, when it got fulfilled, when a customer can expect to receive it, when it is due, when it was returned and what state it was in when returned.

All these communications are streamlined with standardized templates & rules and by automating workflows, the process is made friction free.

Benefits

In summary

  • Avoid having to manually track information
  • Have all required info in one place
  • Provide end-to-end visibility to sales teams
  • Provide the required reports to finance & asset management teams
  • Demonstrate auditability details regarding these products
  • Having multiple copies or editors to the same spreadsheet adds to the lack of accurate visibility and control

Contact us for a demo or to get more information about the Evaluation Products Management solution.

Screen shots

Request

Ship

Return

Contact us for a demo or to get more information about the Evaluation Products Management solution.