Whatever your industry, chances are that you sometimes need to raise quotations for a customer. If you find it difficult keeping track of quotes, following them up before the customer has gone elsewhere, or if you have to re-key quote details into a sales order or job, then PowerLink could be the answer you're looking for. The below features are included with the CRM and Job Costing modules.
Features
include:
Enter
prospect details without having to create a new customer.
Prospect is only added as a customer
if they purchase from you.
Ability
to enter initial contact as a sales lead, and then convert to a quote
when qualified. Allows for
better control over sales process.
Fixed
price or cost-plus quotes can be produced. Can be selected on a
line by line basis.
Fixed
priced lines can use customer special price matrix which supports date
range and quantity break
pricing (requires Attaché Customer Special
Pricing option)
Costs,
profit and margin is displayed on each line as well as for entire
quote. These can be hidden for
different users.
Create
quotes from templates, or copy quotes from same or other customers
Multiple
quote print layouts available. Create as many additional layouts
as you like. Selectable at
print time.
Export
quotes to MS Word for additional formatting. Document can then
be emailed, if required.
Create
customer orders from successful quotes. Select which lines are
to be included.
Create
supplier purchase orders from successful quotes. Can
automatically suggest purchase orders
based on stock levels.
Create
jobs (including budgets) from successful quotes.
Contact
history can be maintained for each quote including follow-up date.
To
do list based on follow-up date allows each sales rep to follow-up
quotes. Drill in to quote and
update contact history as you go.
Quote
Status report shows performance of each sales rep. Monitor success
rates, reasons for
unsuccessful quotes etc
Ability
to create simple or multi-section (multi-level) quotes for complex
jobs.
Create
up to 84 additional fields to store information specific to your
industry or business.
Eg. Special job instructions, location of
drawings etc
Save
revisions of a quote.
Copyright 2008 YearOne Software Pty Ltd. All rights reserved.
