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
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