SALES & CUSTOMER RELATIONSHIP MANAGEMENT
Customer Portal: Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
Sales Orders: Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Digital eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Manage Invoicing from Sales Orders: Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Incoterms®: Configure the system Sales Module to automatically display Incoterms directly on the invoice.
Contracts: Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with system subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.
Pricelists: Compute the correct price based on customer conditions. Add pricelists to individual products depending on each customer’s segment. Automatically use the applicable pricelist based on order conditions such as quantity and/or time.
A Client-Centric Sales Process
A fast and intuitive user interface designed for salespeople
All the information you need, where you need it
Quotation Templates: Design custom quotation templates in just a few clicks and reuse them to save time.
Quotation Builder: Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Variants Grid Entry: Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product’s attributes (e.g. sizes, colors).
Email Gateways: See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.
Inventory: Check product availability information directly from the quotation. Trigger delivery orders automatically and check delivery status from the sales order.
Digital Signature: Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.
Maximise profits by upselling
Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.
Communicate quickly and efficiently
Get custom alerts for relevant activities, communicate directly from quotations via email, automatically keep complete records of your negotiations.
Sell faster with electronic signatures
Allow customers to easily review and sign your online quotations from anywhere.
Sell more with Clean Quotations
Professionally showcase your products and services
Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.
From quotations to sales orders
Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.
Contract management
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with recurring contracts.
Let your customers help themselves
The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use Digital Sign to easily get signatures on NDAs, contracts, or any PDF document.
Features
Reduce Data Entry: Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.
Product Types: Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Product Configurator: Configure and sell your products by easily selecting your variants attributes with exlusion and optional products.
Discounts: Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Order-Specific Routes: Apply special routes from order lines: dropshipping, replenish on order, etc.
Sales warning: Get warnings before sending quotations to specific customers or for specific products.
On-Boarding Emails: Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Units of Measure: Sell product in multiple units of measure while the system manages the conversion.
Mobile: Use the dynamic mobile interface to sell and interact with clients on the road.
Schedule Activities: Follow key quotations and orders in just a click and get alerts based on relevant activities.
Shipping Cost: Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)
Order & Invoicing Analysis: Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.
Trackable KPIs: Easily monitor a KPI (Key Performance Indicators) dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.
Challenges for Effective Product Information Management
- Extensive application range and product diversity.
- Volume of products competing for need fulfillment.
- Product development and application evolution.
We manage and maintain a database listing of all the products available within the local office products and furniture industry.
- Each product listing contains detailed descriptions, images, available video and other media, as well as the respective product codes, descriptions and packaging information for all the major manufacturers and suppliers.
- The PIM is configured to enable price updates directly from the supplier price lists by upload or direct synching. Uploads can be set to become active at a future date.