More efficient teams
Focused teams who can devote more time to customers and sales
"I can manage both my sales operations and my business in one environment..."
Higher quality of inter-team communication
Transparent pre-sales and sales performance reporting
Measurable performance
Set common measurable goals, watch your team progress instantly. If you want, your team members will compete.
Customer Management
You can plan activities such as visits, phone calls for your customer, and access customer information and activity history on your mobile device.
You ensure that your customer database is always up to date. Remember: Regaining is always more expensive than holding !
Proposal / Contract Management
You can prepare offers for your customers with product category and price information, and send your offer documents to your customer via your ready mail templates. You can keep your offers approved by your customers as contracts, you can execute your customer requests with reference to the contracts.
Request / Work Order
You can create customer requests with reference to the contract, you can automatically create work orders based on these requests, if any. Your sales teams can organize work orders on the field, and create prices. Your customers and team managers are informed about the orders created on the field with instant notifications or e-mails. Processes related to the workflows defined specifically for the processes and the shipment and production departments are triggered.
Invoice
Completed customer requests are approved and reported to the relevant units for invoicing. If requested according to the workflow, the prices determined during the contract or sales order can be revised during the invoicing phase. The final invoice detail determined can be transferred to the accounting invoice system, thanks to the integration.
Reporting
You can report all activities performed for the customer and compare them with the targets. You can access the reports that can compare the realization of the sales team with the goals of sales representatives, proposals, product groups, products in different sizes, both on the web and on your mobile device.