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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:- |
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- 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.
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Sales order confirmation
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Stock order / Order shipping validation
/ Process hold
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Production capacity alert
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Split sales order
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Provides sales order tracking by
customer, product, purchase order or works order
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Works order shop
floor location reject/defect status
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Sales budget per
sales representative and budget allocation per
customer
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Sales
representative commision
- Tracking of sales performance against
budget
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Success
by sales representative, customer & period
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History and Analysis per
customer, product, product type, services, account manager,
region, customer type. Industry and product technology.
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All reports can be modified/customized using Crystal
Reports
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