Sales Management

The Sales & Contact Management modules drive your business prime activities such as:-

• customer service
• enquiries
• quotations
• order booking
• order tracking

and provide timely and accurate information that enables your sales team to concentrate effortlessly on increase sales and customer satisfaction.

The main functionalities are as follow:-

Quotation

• Generate quotes based on actual engineering / production route, process and raw material inclusive of overhead and mark-up with the ability to compare with market expectation for a single or multiple manufacturing site
• Calculate cost including over makes based on product complexity, order quantity and historical data
• Provides quote management, reporting and follow-up capabilities
• Convert quote to sales order
• Quote tracking, lost/won/budgetary/pending, expected closeout date.

 

Sales Order

• Sales order confirmation
• Stock order / Order shipping validation / Process hold
• Production capacity alert
• Split sales order
• Provides sales order tracking by customer, product, purchase order or works order
• Works order shop floor location reject/defect status

Sales Performance

• Sales budget per sales representative and budget allocation per customer
• Sales representative commision
• Tracking of sales performance against budget
• Success by sales representative, customer & period

Sales Reporting/Analysis

• History and Analysis per customer, product, product type, services, account manager, region, customer type. Industry and product technology.
• All reports can be modified/customized using Crystal Reports