Sales Planning and Management Software

The D.erP Sales Planning and Management module has the ability to guide and organize sales activities of your company from inception to completion. It also manages, generates and maintains a centralized database that implements sales cycle functions including order placement, order scheduling, shipping and invoicing. Through the use of the sale opportunity feature, all sales functions can be efficiently managed allowing the entire team to work together as one unit thus increasing efficiency and productivity. Incoming and outgoing faxes and emails, as well as all activities, can be associated with a particular sales opportunity allowing you to view all opportunity related information in one logical location. A graphical opportunities dashboard with customizable charts and graphs brings all your opportunity information together allowing you to quickly spot trends and develop more profitable selling strategies.

Sales module implements functions of order placement, order scheduling, shipping and invoicing. The customer and product database is maintained. Capturing enquiries, order placement, order scheduling and then dispatching and invoicing form the broad steps of the sales cycle. Besides all this, important analysis reports are provided to guide decision making and strategy planning

  • Extensive Reporting Features
    • Provides option of customizing anyone of the existing standard report in a different way
    • Allows the user to create a new report or modify any existing report using different styles and save as their   own.
  • Instant Reporting Features
    • Instantly generates reports that are up to date in real-time without the hassle of manually collecting and   sifting through bulky data.
    • Helps in monitoring, measuring, and managing organizational sales performance and the sales team   performance in real time, while planning and budgeting applications to measure future financial and sales   results.
  • Leads & Inventory
    • Maintains a complete record of every call, email, appointment, letter and fax sent to prospects, and by whom   etc.
    • Keeps track of Inventory Stock levels so that you can maintain optimum level of stocks.
    • Reduces inventory investment while optimizing customer service levels
  • Sales Ratios & Targets
    • Tracks sales returned and provides detailed analysis report about it.
    • Supports daily saes target, wherein sales target can be individually assigned to the sales team
  • Sale Leads Tracking
    • Sale lead tracking provides full follow up along with all of the prospects, factors, leads and/or customers.
    • Automatically loads sale lead tracking details as per the user.
  • Customers
    • D.erp customer’s database maintains accurate customer database, which can be added to, or deleted from,   depending on your requirements.
    • Automatically updates and loads integrated details about the client including credit limits, pricing levels, past   history, and contact and shipping
  • Customer History
    • Provides extensive and complete history of all the quotes, sales, invoices, cash sales, statements,   appointments of every customer in the database.
    • Optimizes customer service with full-views of customer history for faster response times and follow up.
  • Invoicing
    • Optimizes invoice processing, by automating data entry and matching invoice data to corresponding accounts   and purchase orders.
    • Supports batch printing of invoices that can be printed in order of date, customer, number or any other   customization option
    • Provides entire history of invoices and billing that can be viewed at any time.
  • Graphs/Statistics
    • Generates extensive range of graphs and statistics from most of the reports
    • Provides the option of altering the existing set of reports and creating a new one
  • Why you need this module:
    • Handles pre-sales and sales activities of the organization
    • Association of customers to Marketing Executives and Business Partners for tracking
    • Daily Sales Performance Indicator (KPI)
    • Fast Track - Database Search
    • Websites - Registration / Hosting / Administrative / Technical / Domain details
    • Minutes of Meeting Detail
    • Letters - Thank you / Remainder / Notice / Remarks
    • Broadcasting planning
    • Broadcasting - Email / Fax / SMS
    • Broadcasting - Mail Merge / Fax
    • Business Strategic Plans
    • Ideas and Suggestion
    • Time Management Tips
    • Forums & Polls
    • Press Releases
derp Conference

Manages the organizations financial system. Finance Software features a comprehensive functionality that automates all the organizational activities towards preparation and administration. It has been designed to enable/disable automatic computations at various stages. [More...]

 

Join the derp Conference Now

 

Analysis heading comes here

Manages the organizations financial system. Finance Software features a comprehensive functionality that automates all the organizational activities towards preparation and administration. It has been designed to enable/disable automatic computations at various stages. [More...]

Analysis heading comes here

Manages the organizations financial system. Finance Software features a comprehensive functionality that automates all the organizational activities towards preparation and administration. It has been designed to enable/disable automatic computations at various stages. [More...]

 
 
© Datamatix Software 1989-2012