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:-


  • 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