Sales

Better customer service starts with better customer information

Turn your Service & Sales Order desk into a complete Customer Relationship Management system with instant access to every detail you, and your customers, will ever need for fast accurate service.

• Track all quotations by customer, sales representative and/or locations online so you keep up to date on pending quotes 
  

• Automatically track Won, Lost and Abandoned quotes. Allow Equipment Tracking to automatically retire quotes based on user defined time lines 
  

• Import pricing updates from all major equipment suppliers to provide complete costing and quotation history 
  

• Log customer inquiries and calculate quotations/orders with trade in value 
  
  

Complete Cost Tracking

• Keep track of complete cost of purchasing all equipment including Freight, Duty and In-house PDI costs 
  

• Detailed equipment tracking includes all parts and labour information for each service call since the equipment was purchased. Portable to the Web to allow your customers to view the equipment maintenance history and when the next service is required 

Instant Access

• Instant access to product and parts inventories

• Full integration with inventory and service to get orders processed faster 
  

• Flexible support for return policies and RMA; credits and equipment tracking 

Flexible Pricing

• Define variable pricing as needed for special needs and programs 
  

• Define variable customer terms, dates, quantities, units of measure and other purchase conditions 
  

• Track customer pricing and invoicing for flyers and special programs 
  

Customer Support Systems

• Part number automatically tracked in process and in all documentation for warranty work 
  

• Place orders, prepare all service documents, invoices and reports by asset, customer or part 
  

• Fully integrated sales, service and customer information 
  

Advanced Reporting

• By any level of analysis by region, item, customer, promotion or special program 
  

• Calculate commissions by representative, product, region, customer or program 
  

End-To-End e-Commerce

• All Equipment Tracking modules are Internet ready "out of the box" for 24/7 customer service and fully secure order entry, order status, account status and more...