Solution
Sales Management
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.
Challenges you face
Problems in day-to-day work
This module is built to fix the problems below.
- The sales flow breaks down because quote, order and invoice processes are managed separately.
- Manual data entry during the quote-to-order transition causes errors.
- You cannot see in real time which stage an order is in (approval, warehouse, shipment).
- You cannot easily prepare project-based, quantity-based or special-priced quotes.
- Because you cannot analyze sales data, you notice trends and best-selling products too late.
Capabilities
What can you do with Sales Management?
The module's core features.
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 business
What you see in daily 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.
FAQ
Frequently asked questions
Sales Management is directly integrated with the CRM and marketing modules; customer and opportunity data is passed to the sales team instantly, so teams do not keep separate records.
Prepared quotes turn into orders with a single click, and accepted orders turn directly into invoices; invoices are posted automatically to the account and accounting records.
Besides standard quotes, you can create project-based, quantity-based or special-priced quotes and connect them to automatic approval processes.
You can examine your sales trends with sales, open-order, stock inventory and customer performance reports.
Sales Management by sector
Pages on how this module is used in each sector:
Let's configure Sales Management around your business
Get in touch for a demo tailored to your team's needs.