ApprovalPlan
Module for Sales Marketing Customer Journey Process Control Expansion

An approval plan is a procedure agreed between a customer company and the vendor that creates customer-specific proposal lists. Example: A bookseller automatically enters new publications or information about them in the approval plan for the respective customer. In order to identify titles that are of interest to the respective customer, a large number of filter options are available for the total stock of all works. The OPAC filter plays a special role in this: customers with access to the title stock only receive suggestions that they do not yet have in their own collection. 

 

The exact definition of the customer profile is a prerequisite for the exact generation of an approval plan. This is created according to your specifications using the Approval Plan Configurator. In this way, customers choose from approx. 2,200 specialist criteria, can differentiate according to media type and language and use a variety of other filters, functions and options for individualisation. The central basic article database includes thereby approx. 43 million articles.

Advantages for the supplier

  • customer loyalty
    revenue development
    increase in turnover

Advantages for customers

  • Processing from a single source
  • Personnel and time savings through automated rule-based suggestion lists
  • Optimized literature selection through multi-level selection procedure 
  • Shortening of the business process and thus faster access for end customers
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Case Studies
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