Sales Management
Managing the entire gamut of sales from start to end can be an extremely arduous task if you do not have a dedicated sales management platform. Most successful organizations depend highly on effective sales management software to enable sales activities, store and retrieve sales documents, define targets and commissions and generate quotations instantly. WorksLogic’s Sales Management module will deliver all of these and much more to streamline your entire sales process. Right from generating quotations to delivery management, we will do it all for you. As a result you will see your sales team being more efficient and increase your bottom line.
Quotations
Generating quotations is the first and the most crucial step in closing a sale. If the quotation that you provide to your customers is not accurate or does not take into consideration the customer’s need, you may lose the deal instantly. With WorksLogic you can create the perfect quotations with the below features
- Create professional sales quotes quickly
- Multiple templates for sales quoting
- Workflows and rule based quoting
- Add Import Items in a quote
- Rule based calculation of tax, freight etc.
- Group items in a quote
- Send spec doc or catalog as an attachment
Sales Order and Delivery Management
After securing a client successfully, the next crucial step is to manage the order and deliver it on time. You must be dealing with multiple customers, each with unique order and quantity. Managing a variety of orders can be an uphill task, while maintain accuracy and quality. We will help you manage your sales order through the below features so that you can have complete control on your orders and delivery.
- Workflow and rule based sales order management
- Auto creation of production orders from sales orders
- Auto creation of delivery notes from sales orders
- Multiple templates for sales order document
- Categorization of sales orders on configurable parameters
- Attach external documents to a sales order
- Inventory updation via delivery notes
Sales Staff Management
Your sales staff is your most important asset. They are the ones who generate sales and maintain a healthy relationship with your customers. It is extremely imperative to manage your representatives to the extent that they are motivated and at the same time they deliver to the maximum of their abilities. Our Sales Staff Management module lets you manage your staff by assigning targets, releasing commissions, managing day-to-day activities etc.
- Sales Workforce Management.
- Sales commission Management
- Assign and track sales targets
- Configure sales people activities
- GPS integration for Sales staff tracking
Document Management
Sales documents are necessary for both business activities and legal matters. It is highly essential to maintain these documents in a central repository so that it can be easily accessed and retrieved by the sales reps and the top management. This brings in transparency in doing business and reduces mis-selling and other sales loopholes. With our document management module you can easily do the below
- Store sales documents like contracts, renewals at a central location
- Easy retrieval of documents by sales staff
- Ability to retrieve documents on the go