Digital contract management and sales financing in the beverage industry

Are you still managing your contracts in different folders, or on separate hard disks? Is the lack of digitalization and transparency making it difficult for your sales team to meet deadlines and keep track of important contractual changes? As a result, potential is missed out on and problems are not detected in due time, with the risk of serious legal and final consequences in critical cases. Inefficient processes and opaque processing of financing applications also create unnecessary challenges for breweries when it comes to sales financing.

Our partner CRMFIRST has many years of experience in developing innovative solutions, including solutions for contract life cycle and data protection management. The native integration of the proCONTRACTS contract management solution into the Microsoft Dynamics environment minimizes the risk of data loss. It also enables smooth integration into existing workflows without the need for additional third-party interfaces. ORBIS has in-depth knowledge of the specific requirements of the brewing industry and drinks manufacturers and offers companies like yours comprehensive and targeted advice on the introduction of proCONTRACTS and beyond!

The contract management software proCONTRACTS | Beverage integrates contract lifecycle management directly into your sales processes with its modular structure and extensive configuration options. This simplifies the handling of highly complex pricing structures, approval processes and product configurations. By connecting all relevant data points, this solution not only provides complete transparency and control over your contract landscape and all associated documentation, it also ensures that your sales and contract processes are perfectly coordinated and that every step – from the initial offer to the final agreement – runs smoothly and efficiently. Thanks to the integration into the sales processes, companies can be sure that every contract is fully in line with their company processes. The platform can be expanded with AI-supported add-ons.

Sales financing in breweries is also a key issue and has a particular bearing on the financing of contracts and applications that support the sale and distribution of brewery products. The process involves a number of steps and participants. It begins with the registration and adjustment of the financing application, which is then sent to the back office. On receipt, the application is reviewed, processed and ultimately approved.

The duties of those involved are clearly defined: The sales representatives collect the necessary basic information and conducts meetings to discuss results. The back office staff then evaluate the information, draw up and calculate the draft contract, monitor the measures and activities, and finalize the contract. The tools used here include Microsoft Dynamics CRM for registering the application and proCONTRACTS for calculation. Workflows are used to coordinate measures. This process ensures that financing is handled efficiently and transparently, enabling breweries to successfully bring their products to market.

Together with our partner CRMFIRST, we support companies in the beverage industry with our new, comprehensive solution. Our BeverageONE platform creates intelligent contractual processes, with a high level of transparency and efficiency. It is based on Microsoft Dynamics 365 and the Microsoft Power Platform in addition to our industry solution ORBIS ConsumerONE for the consumer goods industry. This solution is expanded with the contract lifecycle management solution proCONTRACTS | Beverage.

In this way, we use our combined skills to simplify and optimize the digitalization and automation of your complex CRM and contractual processes. Create efficient and transparent end-to-end processes, open up new sales opportunities, and organize and manage your contracts seamlessly across the entire contract lifecycle. We implement this solution in your existing Dynamics environment without any additional interfaces to achieve a seamless user experience.

Thanks to our BeverageONE platform, you can do more than just achieve smart digital processes that promote high levels of transparency and efficiency. You can also radically reduce your team’s workload, exploit all sales opportunities to the fullest, and avoid unnecessary costs and legal problems! The need for tedious manual searches is eliminated, as the 360-degree view makes all key information available at a glance on the dashboard. These time savings enable your sales team to concentrate on other things and complete key tasks faster.

As shown in the graphic below, all relevant data relating to distribution monitoring, order logging, and visit scheduling, for example, is available to the sales team directly. This means that you can speed up your sales process, including the contract management, increase your efficiency, and benefit from consistently high data quality. Sales financing is also made easier, as all the information needed for preparing and adjusting financing applications for back office staff is available in one location and is always up to date.

Your marketing department will also benefit from having all information available immediately, for example for budget monitoring for planned marketing campaigns. The AI-supported automation also helps to lower the error rate of repetitive tasks.

The preconfigured solution is ready to use in a matter of days and can be easily adjusted to suit your specific requirements.

• Achieve time savings in sales of up to 20% per contract
• 360-degree view of all contract details on the dashboard
• Simplified sales financing thanks to smart application processing and calculation
• Seamless user experience thanks to the use of one single platform
• Errors reduced by up to 95% thanks to automation
• Automatic reminders for important deadlines for completed contracts
• Analogue contract transferred into CRM thanks to AI add-on
• Request missing signatures via DocuSign or Adobe Sign
• Integrated collaboration platform for efficient contact negotiations
• Ensure full GDPR compliance

For more than 30 years, we have supported companies from a wide range of industries in rolling out our innovative CRM and AI solutions. We use our extensive experience with products from the Microsoft cosmos and our know-how in implementing smart, future-oriented processes.

Many companies in the consumer goods industry already rely on the profound expertise of ORBIS! We provide tailored advice on the proCONTRACTS contract management system and have in-depth knowledge of the precise advantages and features of the solution. In the development of BeverageONE, best practice examples were used to effectively drive the digitalization in the drinks industry. We will gladly adjust the platform to suit your specific needs and train your employees to ensure a smooth transition.

Would you also like to manage, process, share, analyze, and sign your supplier, customer, and partner contracts with just one click? Are you frustrated by opaque processes when it comes to processing sales financing applications? Arrange a personal consultation with our digitalization experts and discover how proCONTRACTS and our BeverageONE solution with our partner CRMFIRST can support you and fully prepare you for the future. We look forward to hearing from you!