Manage sales in one place, from first meeting to order.
Sales teams spend most of their day in the field and on the phone. When customer details sit in a rep’s notes, quotes in email attachments and orders in the ERP, it is hard to see who stands where with which customer. The month-end forecast often stays little more than a guess.
The system we build brings the whole sales process together in one place, from the first meeting to the order, and works alongside your ERP.
Customer and dealer records
Every customer and dealer has a single record. Meetings, visits, quotes, open orders and service requests build up on that record. Even when a rep changes, the history of the relationship is not lost.
From opportunity to quote
Every potential deal is opened as an opportunity and moves forward stage by stage. Quotes are built from the current price list in the system; when a discount goes past the agreed limit, the quote goes to a manager for approval. The approved quote is sent to the customer from the system, and the version that was sent stays on record.
From order to ERP
An accepted quote becomes an order and is passed to the ERP. Stock levels, delivery details and invoices come back from the ERP, and reps see them without leaving the sales screen. The same data is never entered into two systems.
Dealers and field teams
Dealers follow their orders, account balances and campaigns through a portal opened for them. Field reps plan their visits on their phones and enter visit notes and orders while they are with the customer.
Targets and forecasts
The period-end forecast comes from the stage and value of open opportunities. Targets are compared with actuals by rep, region and dealer, and managers see in the reports which opportunities are stuck.
