The ‘Contact’ screen gives you the same one-screen view of a contact’s details as you get for an ‘organisation’, whether they are a customer, supplier or prospect. Embedded Google Maps provides you with accurate directions and the ‘Activity’ tab details all associated documentation including invoices, receipts, credit notes, refunds and journals.
All information on an organisation and its related activities are available to you on one screen including related details to past or future activities, any communication so you never miss any important tasks, as can easily access outstanding jobs that need to be followed up.
Quoting has never been faster, easier or more accurate. At every step of the process you’re prompted for information with pop-ups and consolidated fields to make data entry easy. Fields within the form are also powered by Enterprise Search, so if you’re not sure of the product name you’re after, enter a close guess and the options start appearing. Select the product name and a full description and photos will appear – so you know you’ve got it right. As this is in real time, status and availability will be 100% accurate. Once you’ve completed the form, simply email or print your quote.
With existing quotes, an alert will appear if there is an issue with the account and the ‘Revisions’ tab reveals a full quote history, with notes and links to any related quotes that have been converted or abandoned.
Price & availability
Accurate product pricing with automatically calculated discounts, plus real-time availability with smart substitutions and possible add-ons. Linked to customers, it immediately picks up on any discounts and calculates them against your enquiry – with adjustments for quantity breaks if required. Real-time access means you can check how many items are in stock, how many are available for sale and where they’re located. The ‘related inventory’ tab details not only recommended product substitutions but details accessories or add-ons and takes into account the number of items you have already selected and calculates any applicable discounts.
An up to the minute snapshot of your organisation’s end-to-end sales process. This complete picture of sales activity is vital for anyone with an interest in your organisation’s sales performance – the extent of what you can see will depend on your user permissions.
Tab across quotes, orders, packing slips and invoices to get a real-time snapshot of the status of any sale whether from your sales channel, your own sales team, a phone or online order. If a customer calls wanting to know their order status, you’ll be able to give them an answer instantly and drill-down to any information presented.
Leads & opportunities pipeline
An overview of all your live leads and opportunities, highlighting any action that needs to be taken and instant access to opportunities should prospects call. If they’re ready, you can convert to a quote with one click and email it straight to the prospect – it is automatically included in the Open Quotes and Sales Quotes panels on your workspace.