Customers
The archive of customers and prospects is fed
by every salesman or manager. It contains different types of classifications
to allow marketing analysis. Every reference may have several addresses
and contacts. Customer may have pre-defined sales conditions to
speed up the generation of offers. |
Negotiations
Negotiations are monitored on a success probability
basis. The competition, present in every Negotiation is monitored
too. Evolutions of Offers and Orders automatically reflect on Negotiations.
The Budget module takes its data from Negotiations for building
Budget and Rolling Forecast and for instantaneous reporting. |
| Activities and Notes
Different types of scheduled activities or notes
can be created in front of any customer or negotiation. Activities
may be notified to other users in form of invitation or simple information.
Alerts can be set by any user with a personalized time advance.
Activities and Notes can be defined private or public. |
Product Configuration
The Configurator simplest to use for the selling
force. Its use is the closest to a catalog, free paging, using pictures
and drawings to drive the user. The Configurator designer has the
most powerful tools in solving configuration problems, but it’s
user friendly to design and maintain. |
| Offers and Orders
Offer and Order Management is flexible, because
it’s structure is easily adapted to every specific request by a
parametric definition of commercial terms. This module works integrated
with the product Configurator. |
Sales Budget & Rolling Forecast
Sales Budget is generated from Negotiations in
function of their success probability. In the same way a Rolling
Forecast is generated periodically. Reporting can be obtained at
any moment on screen or on printouts. |
| Marketing Analysis
It’s possible to create a free number of queries
for marketing analysis. The result is displayed in form of charts.
The shape of charts desired is selected for every query. The result
of the query and the related chart is exportable into MSExcel®. |
Stand off and International Features
The system can be installed on portable notebooks
or in remote Company sites. A proprietary synchronization procedure
keeps aligned the detached installations. All screen labels and
data descriptions can be shown in any language. Different date and
decimal notations are supported. Exchange rate may be local or centralized. |
