Sales Process Management
Business Challenge
The Client's sales personnel are currently preparing quotations manually and sending it to their customers. All the sales personnel prepare the quotation in different formats.
Guidelines for preparing quotations are there but it's difficult to control it. There is no standardization in the quotation format, font used, etc. Due to this, the right first professional impression is not created in the mind of the customer.
Inquiries and opportunities from various sources are compiled in Excel but tracking is difficult.
Management finds it difficult to get Status for all quotations sent to customers.
Benefits
- Standard Quotation Format
- Centralized Storage and Availability of Business Data
- Approval Work Flow
- Effective Management of Sales Engineer
- All Inquiries / Opportunities tracked
Salient Features of SPM
- Standard Quotation format creates the First Right Impression to the prospective customer.
- Centralized Storage of data helps in keeping the data always available for the Business Owner.
- Work Flow built into the System makes the system robust as validation / verification is done by Superior.
- Sales Engineers' are managed effectively as their daily visits; expenses can be tracked and monitored.
- Product Master with Prices can be directly imported from Excel which reduces cumbersome data entry for Products and its prices.
- "Status" of each quotation can be monitored and is available always. Sales Engineer need not be chased for Status of each quotation.
- Quotations can be revised quickly and effectively by keeping the history intact.
- Interface for creating Sales Order in Tally.ERP9 available.