Services · Industry Solution
Sales Management for Services
In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together. 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.
Services context
Why Sales Management works differently in Services
In Services, service businesses center on sector-specific concepts such as service contract, project/contract-based work, field service. In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together.
Qera ERP's Sales Management module is set up around how the services sector works: Manages service and contract quotes together with price and scope.
- When the time and cost spent on service projects isn't tracked, project profitability is unknown.
- When contract, subscription and recurring service invoices are handled by hand, revenue leakage and errors occur.
- When field service and maintenance jobs aren't planned, teams are used inefficiently and SLAs are at risk.
Capabilities
How Qera Sales Management works in Services
The core capabilities of the Sales Management module, described for the contract, project and field service needs of the services 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 Services business
What you see in services 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 Services sector page and other Services solutions.
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