Sales & Customer Management

CUSTOMER PORTAL

Customers have access to your company and it provides the customer with direct access of customer service, 24/7. Includes: • Request for Quotation
• Job Production previews
• Inventory Tracking, both in raw materials and finished products.
Advantages:

• Keeps customers in the loop, minimizing risk of communication errors
• Direct customer interaction saves time and customer gets answers quickly

CUSTOMER DATABASE

Storage of all information related to customers and suppliers, their employees and locations in a single central database. Provides access to data related to shipping and invoicing (delivery address, account number, payment method).
Advantages:

• Easy to find customer contact details
• Redundant customer data prevented
• Customers may be categorized by type, industry, etc

CUSTOMER SERVICE

Relationships with your company and your customers are tracked here. You have access to any communication with customers, such as phone calls, e-mails, meetings. Provides a trackable communication history with each customer, and allows for analysis of customer service reps and salesperson activity. All authorized employees get access to notes and documents saved in registered contacts, improving internal communication.
Advantages:

• Higher offer-to-purchase order conversion
• Improved customer service quality by monitoring of customer service interactions
• Allows for standardization of procedures regulating customer service

SALES PLANNING

Manage business relationships between your sales team and customers.
Advantages:

• Seeing expected revenue from each customer
• Improved salesperson performance
• Future company revenue forecasting
 

ORGANIZATION STRUCTURE

Stores all information regarding employees and their positions and functional relationships in a single central database.
Advantages:

• Easy access to up-to-date contact details of company employees
• Easy data management for managers

TASK CALENDAR


Personal calendars for employees or any unit in the company--a tool to manage their time effectively. Manages project tasks timelines and deadlines.
Advantages:

• Manages deadlines with customers, documents, projects, calculations, products and orders as well as employees
• Calendars of both employees and company divisions

 

TASK MANAGEMENT


Provides access to user tasks, daily, weekly, monthly.
Advantages:

• See what is going on in the plant in real time
• Managers can monitor performance for each employee
• Optional reminders about upcoming deadlines

DOCUMENT MANAGEMENT

Document management allows any document, in electronic form, to be exchanged with customers, such as graphical designs, CAD designs, product specifications. Includes author details and revision history for each document, manages document versions and revisions made by any employee or a customer. All authorized employees are given access to documents stored in the system database.
Advantages:

• Easy access to up-to-date contact details of all company employees
• Easy data authorization management for all groups of employees
• Automated access authorization in case of any employee replacement

PROJECT MANAGEMENT

Project management allows creation of projects, and subsequently tracking of progress. These may include sales projects, graphical projects, production projects, customer complaints, etc. Defines workflows for each project, and registers completed projects. Time registration provides an option to measure time involved in each project. Effectively manage worktime of designers, salespersons, shop floor workers and any other employees committed to any project.
Advantages:

• Improves information flow efficiency and quality, and limits errors
• Compliance with strict procedures for quotations and calculations in sales projects
• Project completion timesheet processing; Employee timesheet processing

PURCHASE ORDER MANAGEMENT

Register purchase orders submitted by customers for products or a series of products. Automatically run multi-product orders and to check current inventory for any products already ordered by a customer.
Advantages:

• Improved management of inventory
• Automated and improved order initiation

COST CALCULATIONS

Creates cost calculations for product manufacturing. Includes advanced functions that streamline and speed up the preparation of calculations. Service costs are calculated according to determined rates, machine efficiency, hourly pay rates, raw material prices and precise raw material consumption.
Advantages:

• Increase average retail margin level
• Precisely calculate product costs
• Decrease calculation cost errors by using real costs (raw material prices, material consumption standards, performance standards, hourly rates etc.)
• Standardization of product prices
• Calculation standardization and consistency.

QUOTATION GENERATOR

Generate quotes for customers. It includes ready-to-use quotation templates that allow to generate quotation by using already calculated costs.
Advantages:

• Automated quote generation based on already calculated costs
• Fast generation of multi-option quotes
• Generate more quotes in less time
• Standardize quotes generated by employees
• Prevents errors
 

COMPLAINT MANAGEMENT

Respond to customer complaints quickly with standard procedures; process and efficiently handle complaints, both external (customer complaints) and internal (company division complaints), as well as complaints directed to company supplier. Complaint Management provides quick access to current complaint status, its result, and compensation method.
Advantages:

• Know who is unhappy immediately so you can take action
• Employees can process customer complaints quickly and easily
• Easily communicate with suppliers and customers regarding complaints
• Lower complaint handling costs
• Any negative effects of complaints are minimized through quick and efficient handling.