Customer Management

Manage the corporate customer structure, business relationships, and touchpoints holistically.

Wholesale customers are not a single entity. A customer group may include a central company, branches, purchasing units, delivery points, billing addresses, employees, and various business roles. If this structure is not properly modeled, pricing, credit, ordering, shipping, and collection processes can all run incorrectly.

Minerva Customer Management manages corporate accounts and the individuals, addresses, organizations, contracts, and transaction history associated with these accounts within a common customer model. Business authorizations and personal data permissions are handled separately but in an related manner.


Customer Management

Customer management scope

  • Corporate customer and account group hierarchies
  • Headquarters, branch, delivery and billing relationships
  • Buyers, decision-makers, and other stakeholders.
  • Customer segment, category, region, and sales responsibility.
  • Contract, price, credit, payment and delivery terms.
  • Quotation, order, shipment, invoice and collection history
  • Communication preferences, permissions, and data access controls.
  • Customer profitability, risk, and behavioral analytics.

Manage the customer not just as an account placing an order, but as a network of relationships involving organizations, individuals, circumstances, and lifelong business value.

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