With the specially designed CRM system in DSM, you can:

• Create machine quotations - possibly with associated machine configurations
• Create tasks
• Create a contact directory
• Create leads (pipeline management)
• Store interaction logs - meetings, e-mails, phone calls
• Make use of target audience selection

Assignments
In the task section, you can choose what kind of task it should be. Here you can choose between a phone call and a meeting, and you can add a description to the task. Tasks can also be created from within the individual contact, leads or from the seller card. Tasks can be generated for a Team of employees.

Contact directory
In the contact directory, you can create profiles of the various contacts you have. For example, it can be contacts who have shown an interest in a certain type of machine. Profiles are used both to form an overview of a contact - but are also used in connection with target group selection, so that you can mass create leads - or to send newsletters to the target group.
The seller can access the system with mobile and tablet.

Target group selection
With target group selection, you can use this function to target your marketing to certain contacts based on certain criteria. Again, this could be based on, for example, interest in a particular type of machine. The marketing material can be sent as e-mail directly from the DSM system – alternatively, the target group can be read out as a CSV file and loaded into alternative programs such as mailchimp or similar.
Sent emails can be tracked directly on the respective contact cards that have received the newsletters.

Leads (pipeline management)
With leads (pipeline management) you have the opportunity to see which offers you have out, for which customers, the status of the offer, the offer description, contact number and the estimated value of the offer. Leads can also be set to specific sales offers and machine sales offers.
In addition, you also have the option of displaying all lists as diagrams that give an overview of the sellers' leads.
For example, filter on won/lost leads - see the reasons and which brand and machine model the sellers have lost/won against. This data can be output to Excel and, for example, sent directly to the machine manufacturers.

Loading configurations
With DSM's machine configurator, we have made it possible for the machine dealer to load configurations for machine sales offers - and orders, machine purchase orders and preparation orders.
But it is actually also possible to load equipment from other manufacturers, if these can be found in Excel format.

Value
The function saves the operator a lot of time and minimizes the risk of incorrect entry. The configuration is read out, via a CSV file, from the manufacturer's website (or from Excel templates) and loaded directly onto the specific machine model in the DSM system.
JMA offers the opportunity to build attractive offers: so that the dealer can choose a logo, images for the front of the offer - and with a specification of the configurations selected in the machine configurator.
The user can directly from machine sales offers and orders change the "type" from being a machine sales offer to being a rental offer or leasing offer. The value here is that users do not need to access service and the rental modules by closing the windows - but can continue to work and form the offers based on what the customers demand.

Calculation of selling prices
JMA also offers a machine calculator. Many retailers today use Excel templates to calculate new cost and sales prices. This Excel sheet can now be saved directly on the individual machine model in the DSM system.
All the "corrections" that are made in the calculation can later be found in the budget in the machine economy (post-calculation), so that the dealer can compare the budget with what was realized.
If the dealer does not want the salespeople to have insight into the cost calculation of the machines, this can be controlled with rights.

Orders for one or more machines
The rental module in DSM is a module where you can create orders for one or more rental machines for a customer.
You can make automatic invoicing, whether on a daily, weekly or monthly basis, and you can decide whether the lease is to be continued or terminated.

Overview of rentals
Via the "Planning" menu in DSM, you can get an overview of which machines are rented out, when, and which machines are available on a given date. You can quickly get information on the total rental price for the individual machine and you can automatically print out an order confirmation and a delivery note for signature from the DSM system when the order is created.

Automatic invoicing
You can also manually invoice a rental order, but also let the system generate invoices automatically with calculation of rental days, insurance etc. The system automatically invoices start-up amounts such as transport on the first invoice and final amounts such as transport, cleaning, service and fuel on the final invoice. A collection slip is then printed.
You can already decide when the order is created whether a service order should be created and a work card printed when the rental period ends. You can hire machines for further rental. You can follow up on income and expenses via various reports as well as by analysis via the Hire machine economy and Rental machine economy menu.

When selling a machine you might trade in an old machine. In connection with the exchange of machines, DSM makes it possible to specify which machine the used machine is changed with.

You can use this information to display the buying and selling chains and to see if the trade is profitable or if you have money bond in the trade.

With our advertising service WM-Announcement, you can centrally manage the advertising of machines on a large number of online portals from the DSM system.

WM-Annoncering is thus your machine dealer service for optimizing online trade in new and used machines.

With this, you can easily and efficiently manage your entire online sales process from a central location in the DSM system, thereby achieving significant time savings and improved data quality.

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