Sales Management
OmegaCube ERP’s Sales Management automates the entire sales workflow, from lead capture and quoting to order fulfillment and invoicing.
With real-time visibility to customer and prospect data, pricing, inventory and orders, you can make faster, data-driven decisions. With overall sales automation, you can improve coordination between departments, shorten sales cycles and improve customer satisfaction, thereby helping in revenue growth.
Key Features of Sales Management
- Utilize Service Agent Console to look up a phone number and retrieve customer information.
- Review all customer-specific orders and sales history in a central console.
- Drill down to transactional details of a particular sale
- Integrate with USPS, UPS, FedEx and Starship Freight.
- Implement a one-click invoicing process.
- Send shipment tracking information to customers.
- Generate material certifications and relevant shipping documentation automatically.
- Print customer-specific labels.
- Generate Bill of Lading and other shipping documentation.
- Provide RMA and return documentation to customers.
- Apply correct pricing to returns.
- Receive goods and trigger quality process.
- Generate credit memos with 1-click.
- Update Inventory automatically based on a sales return.
- Set up and calculate sales rep commissions.
- Define commission rules.
Our Customers are Our Purpose and Our Strength
We’ve lowered lead times and reduced our costs across all four profit centers. The system essentially traces each job from the initial quotation entered in its CRM module through the manufacturing cycle, into the warehouse, out the door and into the billing process. PowerERP does everything we need to operate our business, from shop-floor to front-office.”
If we want to know anything about production, sales, a particular job, maintenance on a job or raw material costs on a job we only have to go one place to look for it. That’s powerful.”
With the capability of handling complex pricing, for instance, I was able to handle various pricing types that are unique to a distribution environment. Using Point-of-sale hand-held applications, order processing has cut down the time it takes for us to replenish shelves at supermarkets. These improvements have translated into increased sales. “Getting our sales and inventory data used to be a nightmare, and now it is clean and easily accessible”.
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FAQ
Customer Relationship Management (CRM) in OmegaCube ERP is a comprehensive customer management module that enables manufacturers to increase prospect-to-customer ratio, automate lead management, improve customer response, easily execute sales campaigns and get accurate results.
Order Management in OmegaCube ERP helps manufacturers to get a real-time view of their sales orders from various sources such as, website, e-commerce, cold calls, incoming enquiries etc. It automates order management workflows and helps them to improve customer response, service efficiency, supplier relationships and eliminate manual methods/paperwork.
Work Order Management in OmegaCube ERP helps manufacturers to accurately schedule work orders, prioritize based on customer requirements and dispatch them to the shop floor. They can track work order progress throughout the production process, combine work orders and increase overall manufacturing efficiency.
