Sales Business Intelligence
Cloud based all-in-one business process automation solution which helps you to integrate all of your sales channels:
Online Sales, Inside Sales and In-Store. In addition to recode all steps accrues in the sales process, keeps track all information which have given by customers, helps to follow up customer requires, reduces duplication information, collects potential customers’ information from phone list, and oversee sales forecasting, and generate invoices automatically based on sales orders, delivery orders, contracts. Easily reference all information needed on any customer statement.
Use mobile interface to sell on the road.
Track leads, close opportunities, and get accurate forecasts.
Schedule activities based on your sales scripts: calls, meetings, mailing and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.
Import Leads.
Organize your work based on your scheduled next actions.
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Real-time overview: Know exactly how you perform compared to your monthly targets.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Convert opportunities, into quotes in just a few clicks. Get a complete overview of the customer history.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
Send, sign and approve documents online.
Reduce Data Entry: Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen.
Create invoices automatically based on sales orders, delivery orders, or contracts. View all your customer account information from one location.
Customers can access their quotations, sales orders, and delivery orders. And sign on NDAs, contracts, or any PDF document.
Get warnings before sending quotations to specific customers or for specific products.
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Manage any type of product including services, stockable products, delivery chargers, electronic products or consumables.
Get a full overview of all your sales activities, next actions, and performance data.
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc.)
Make smarter decisions with real-time dynamic reports that you can save and share with anybody. Keep key information at your fingertips with custom dashboards.
Loyalty programs.
Compatible with any hardware, no installation and no specific hardware required.
While an internet connection is required to start the Point of Sale, it will stay operational even after complete disconnection.
Choose whether your statistics are based on orders, invoices or both. Group sales by any category such as product type, salesperson, country, and sales team.
Use mobile interface to sell on the road.
Track leads, close opportunities, and get accurate forecasts.
Schedule activities based on your sales scripts: calls, meetings, mailing and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.
Import Leads.
Organize your work based on your scheduled next actions.
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Real-time overview: Know exactly how you perform compared to your monthly targets.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Convert opportunities, into quotes in just a few clicks. Get a complete overview of the customer history.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
Send, sign and approve documents online.
Reduce Data Entry: Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen.
Create invoices automatically based on sales orders, delivery orders, or contracts. View all your customer account information from one location.
Customers can access their quotations, sales orders, and delivery orders. And sign on NDAs, contracts, or any PDF document.
Get warnings before sending quotations to specific customers or for specific products.
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Manage any type of product including services, stockable products, delivery chargers, electronic products or consumables.
Get a full overview of all your sales activities, next actions, and performance data.
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc.)
Make smarter decisions with real-time dynamic reports that you can save and share with anybody. Keep key information at your fingertips with custom dashboards.
Loyalty programs.
Compatible with any hardware, no installation and no specific hardware required.
While an internet connection is required to start the Point of Sale, it will stay operational even after complete disconnection.
Choose whether your statistics are based on orders, invoices or both. Group sales by any category such as product type, salesperson, country, and sales team.
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