IT & Electronics · Industry Solution
Sales Management for IT & Electronics
In IT and electronics, serial numbers, assembly recipes and the warranty-service cycle require functions to keep each device’s history down to component level. Run the sales process from quote to invoice on one platform. A sales process integrated with CRM and marketing, quote and invoice management, order tracking and reporting are all in the same system.
IT & Electronics context
Why Sales Management works differently in IT & Electronics
In IT & Electronics, IT and electronics processes center on sector-specific concepts such as serial-tracked product, assembly recipe, warranty-service. In IT and electronics, serial numbers, assembly recipes and the warranty-service cycle require functions to keep each device’s history down to component level.
Qera ERP's Sales Management module is set up around how the it & electronics sector works: Manages configurable product and service quotes together with price and stock.
- Without unit-level tracking of serial/IMEI-numbered products, warranty and service processes can't be managed.
- A rapidly changing product range and short technology lifecycle create a high risk of stock obsolescence.
- When assembly/configuration recipes aren't standardized, product cost and consistency can't be controlled.
Capabilities
How Qera Sales Management works in IT & Electronics
The core capabilities of the Sales Management module, described for the serial number and assembly recipe needs of the it & electronics sector.
Sales process integrated with CRM
Customer and opportunity data created in CRM is passed to the sales team instantly; representatives prepare each quote for the customer in question.
Quote-to-order automation
Prepared quotes turn into orders with a single click; manual data entry and errors decrease, and processing is faster.
Flexible quote management
Create standard, project-based, quantity-based or special-priced quotes; connect them to automatic approval processes to move high-volume transactions quickly.
Order tracking
Monitor statuses such as new order, awaiting approval and sent to warehouse in real time, so both your team and your customer know where the order stands.
Invoice management
Invoice accepted quotes or orders directly; invoices are posted automatically to the relevant accounts and to accounting.
Decision-support reporting
Analyze trends with sales reports, open orders, stock inventory and customer performance reports, and see how close you are to your targets.
Outcomes
What it delivers for your IT & Electronics business
What you see in it & electronics operations once it is set up properly.
- Quotes, orders and invoices move through one platform, linked to each other.
- A quote becomes an order and an invoice with a single click, which reduces manual entry and errors.
- Both your team and your customer can see which stage an order is at.
- Past sales data is reported, and the sales plan is built on it.
Explore further
Related pages
Full details of the Sales Management module, the IT & Electronics sector page and other IT & Electronics solutions.
Let's plan Sales Management for IT & Electronics together
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