Quotations & Opportunity Management
Most quotation functions of financial and ERP systems are quite basic. In fact, they are usually the pro forma Order Entries designated as quotations. Almost all of them lack in single view access to customer details, history and transactions by sales executive, online product or competitor information, to link to the campaign and marketing, the ability of cross- and up -selling and ability to manage sales cycles and follow ups.

EFFICIENCY Quotation and Opportunity Management is a multi-tier, multi-purpose proposal and opportunity management system as part of the sales management and the sales force automation functions of the total client and business management system.

EFFICIENCY Quotation and Opportunity Management operates stand-alone or integrated with existing financial systems. Data is automatically transferred to EFFICIENCY sales order system and can then be transferred to the financial system and all related modules are usually updated in real time as dictated by business rules.

Each quotation, entered directly or via e-commerce creates an activity transaction for the customer, contact and the executive stamped with the follow up and sales cycle details.

Multi-tier and multi purpose special pricing function automatically calculates the selling price and applies to the line item. Access or alteration of the minimum selling price, cost and standard price are protected at user levels.

On line analysis of the market reactions, product demands and the competitor activities for the marketing and sales department.

On line business analysis using the expected, requoted and the lost order values for the sales management.

Pro-active selling by creating and maintaining the critical days and values and dynamic follow up schedules for the sales force.

Dynamically created and self-controlled incentives for the sales force as points or commission values.

Better pricing strategies for the sales team when the competition is hot by using the live profit analysis and on line adjustment functions (cost, price and margins) based on the vendor price, exchange rate, margin fluctuations and the levels of competition at the items and totals level.

Multi Level Special Pricing allowing many levels of product prices to be used by the system.

Manage Opportunities for the existing client base and control the individual sales cycle for each opportunity.

The most suitable tools and strategies are readily available to close the sales as a result of the direct integration to the Campaign Management, Mail Marketing and the Telesales modules.

Better customer service and better customer evaluation based on the activities history of the Quotation, Order follow up cycles and sales history information.

Instant Sales Order Entry from the existing quotation.

Attach unlimited data to each quotation record in the form of static, transactional, audio, video and graphics

Integration to e-commerce.


Related Modules:
Product Management
Vendor & Competitor Management
Sales Order Management

Total Client and Business Management Solutions
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