Modern ERP and CRM Software for Ambitious Sales Teams

Give your sales team the real-time information they need to provide exceptional customer service – from just one screen. Our sales order processing functionality includes access to important data like available items, the cost and line item gross profit, on-hand availability in every warehouse, line item margin, and additional information including:

• Customer order history
• The last price charged should an adjustment be needed to close a sale
• The expected receiving date for items on a PO without having to call purchasing or leaving your seat to further investigate
• Customer-specific history showing everything that customer has ever ordered, the last date it was shipped, last
• quantity shipped, and the last price charged

Bookings analysis is a key part of sales management as it provides the report and dashboards sales managers need to review their team’s daily, weekly, and monthly bookings. Using this specific about the team’s daily, weekly, and monthly bookings. They can also track the number of orders and detailed order information, total gross, average order value, and profit and profit percent.

Build better relationships with your customers using integrated CRM software. Our CRM solutions help you quickly access important customer information using a timeline of customer engagement activities, including:

• Communications (phone and email)
• Topics discussed
• Follow-up activity dates

Quickly respond to customers with accurate data using pre-built sales and customer service dashboards that include critical key performance indicators (KPIs) that you should be monitoring, including:

• Customer Dashboard: View customer KPIs compared against the prior year, including current customer sales, payment terms, average order value, gross profit, budged sales, actual sales, and variance.
• Sales Rep Dashboard: Give sales managers access to deep insight into salespeople’s performance including year-over-year activity, invoiced activity, average order value comparisons, and more.