Enquiry system incorporating quotation status and tracking designed to automate and manage the sales force and customer/prospect database.
• full status tracking of the enquiry progress and ability to display quotations
• facility to analyse enquiries by market sector, company, salesperson etc.
• report on key performance indicators such as conversion rates and opportunities.

In addition to the main application, the following modules are available:
remote office module
The module provides a number of key sales functions:
• submission - add new enquiries
• status - track status of outstanding inquiries including estimator info
• view produced versions and quotations
• attach files to the enquiry to help the estimating process
• update the chance of conversion to build pipeline reports

off-line module
Ability to review and submit new enquires and use CRM even when not connected to a network. All information is synchronised upon next connection.
estimating integration module
Integrate seamlessly with the Estimating application taking enquiry
information through to customer quotation without the need for re-keying.

Provides sales people with rich information including which sales people are working on quotations.

More information