Software für KAM (Key Account Management) Verträge und Zahlungsmanagement

We are a company in the luxury food industry and are looking for software or a software module for KAM (key account management), contracts and payment management. The aim is to record, manage and track promotional agreements (= annual agreements) of a medium-sized consumer goods manufacturer with its key accounts (wholesalers) during the current year.

We envision the following functions of an operational system (similar to classic CRM software):

“OBLIGATION":

• Creation / maintenance of one or more system contracts for existing (SAP) customers (it should be possible to load at least part of the SAP customer base)
• One or more service component(s) = contract items for each contract
• Allocation and, if necessary, change (+/-) of the annual budget for each contract item
• At least 3 types of changes to the budget totals: Target adjustments +/- and disbursements = granting of remuneration
• Budget = contract period max. one calendar year
• Different terms of the individual items possible during the year, but all within one calendar year
• 4 user roles = authorizations: Admin, Back Office, KA Mgr, Sales Director
• Dynamic reports = analyses at all accumulation levels (e.g. customer / total advisor / total trade channel / total service type / total). Does not have to run directly in the system, can also be ensured by us via data export of the raw tables (.csv or .xls)
• Current budget per customer and item is calculated “live” in terms of start / changed / paid out / available
• No payment / budget reduction if “Total available” mathematically < 0
• Different contract statuses with different properties: In planning, deleted, active, expired, inactive
• Attachments to the contract possible, e.g. .pdf or mails (.msg). Deletion of attachments (ideally) not possible.

“OTHERS":

• Approval of budgets on the respective customers and positions by the supervisor of the key account manager. Similar to workflow process.
• Budget per item possible in a fixed sum of euros or variable in €/1,000 customer sales
• Interface to SAP when triggering a payment

Ideally, the software generates agreement forms from the operational entries, including standard text passages to be defined, which the wholesale customer and our key account managers can sign as an original annual agreement and are saved as historical documents (e.g. .pdf).

The ERP software we use is SAP ECC 6.0, to my knowledge (parts of) the SD, FI and MM modules.

Note from SoftGuide:

Our research primarily takes into account the possibility of customizing existing standard solutions.