zymePOS for Salesforce

Zyme Channel View

Zyme’s ChannelView makes it easy to manage “Channel Data” in Salesforce by linking POS & Inventory data to Salesforce Accounts. With Channelview we have the capability to implement a solution that is scalable which enables us to quickly add new partners and accommodates a rapid growing number of transactions. Zyme also makes handling duplicate POS account effortless. Their integration team addressed issues very quickly during the transition and after.

ChannelView Providing the right, real time updates

Zyme’s ChannelView-Pipeline application allows our sales team to instantly view the status of deals being worked by our channel partners, and enables us to compare actual results to open opportunities. This enhanced visibility is helping us make improvements to our sales management and commissioning processes, elegantly closing the loop on channel-related business opportunities tracked in Salesforce.com.

Channel View Helps Close The Gap

Channel View provides crucial information to our Sales and Finance teams. Sell through Information was usually delayed and/or hard to acquire when it was needed most. Now that same sell through information is just a few clicks away. Faster data access is key. The Zyme Channel View Page layout (Provided by Zyme) provides those in our team that live and breathe sell in/out all the information in one place. Our users can create their own reports and dashboards to provide snapshots of the information that means the most to them. The best part, as other reviews have noted, is that the Zyme team did all the work. From sandbox to production the work was carried out by the skilled professionals at Zyme. Post install support has been very helpful as well. Both in additional configurations within SFDC and adding new fields to track. Administration of Channel View has been quite simple. Channel View is intuitive enough that most of our users require little to no training. I would recommend Channel View to any company who would like to close the gap and have a complete view of sell in and sell out.

Channel View gives Plantronics sales teams what they need: Reseller revenue performance in SFDC

Channel view has put a wealth of sales and inventory information in the hands of the people that really need it. The account managers and inside sales teams leverage the data daily by virtue of the fact that it is in the account record – so there are no additional systems to use to find out how an account is doing against their target. The dashboards at a regional level give clear visibility to the regional leaders on the sell out performance – as well as leverage of these dashboards in Quarterly business reviews (internal) and at the monthly review with the partner. The beauty of the implementation for us was that ZYME did all the hard work in our sandbox – and once we had approved that then it took minimal IT involvement to implement live. (if I said it took an hour I would probably be overstating the time that it actually took !) IT are always resource constrained so that meant it was a great solution for them too, and now NEW reports needed by the business can be created by normal people, not programmers, so that is a big time saving too. Zyme also helped us with new tools and functionality too that helps us to really review the performance and “breadth” of our distributors. The sales efficiency and productivity that comes with Channel View is simply amazing – I really don’t know how we managed without it! I would fully recommend Channel View and Zyme - I will be discussing this on the DreamForce 12 Panel on Winning with Partners. Hope to see you there. Dave Marshall

ChannelView enables our team to easily view how their partners are tracking against sales goals.

Enphase Energy is a small, rapidly growing provider of solar energy management systems, an industry experiencing exponential growth. In order to help our sales force make better day-to-day business decisions, it was absolutely crucial to give them visibility to weekly distributor sales and inventory positions. With ChannelView, automatic linking of POS and inventory transactions to Accounts in Salesforce allows our sales team to easily view how their partners are tracking against sales goals and whether inventory can adequately cover projected sales. The solution we implemented needed to be scalable, enabling us to quickly add new partners and accommodate a rapidly growing number of transactions. We also needed to ensure that there was a way of ensuring the quality of the data put into the system. ChannelView addressed both of these key requirements. Zyme’s ChannelView solution was up and running in about week, with minimal support required from our Salesforce Administrator. All of the installation and maintenance was performed by Zyme, and their cost-effective monthly fees will scale to our growing demand. Now, in addition to the sales team, internal cross-functional business partners including Operations, Finance, and Marketing have become key beneficiaries of the improved visibility across our supply pipeline(s).

ChannelView enables our Sales team to access POS & inventory data at the Account Level

Our business requirements for granular POS and channel inventory displayed on the Account detail page proved to be challenging to build due to our large volume of channel data. Our efforts to fulfill these requirements only produced POS aggregated at the monthly, quarterly, and yearly levels. We also identified a need for POS breakdown by distribution and business unit. This would involve creating another custom object and placing its related list on the Account detail page, using valuable page real estate and requiring a great deal of development time. ChannelView provided a quick and easy solution to meet these requirements with one object added to the Account page layout. Additionally, we are now able to show aggregation at a more granular level (weekly or daily), units sold, and SKU level detail, if we so choose. With a single mouse-click ChannelView allows our users to drill-up/down to the “Sold By” or “Sold To” partner, making it easier to identify POS and inventory detail on the linked Accounts as well. The easy to unpack and install application, clear and concise instruction manual, along with the ChannelView support team reduced implementation from what would have been several months to just a couple weeks and required minimal IT involvement. Because ChannelView has the same look and feel as a standard section on the Account detail page, training users required no extra effort.