Sales Management (SM)

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A complete Sales management integration into your ERP. Manage Proposals and Estimates. Forecast sales funnels and compensate your sales force - all integrated with our leading CRM.

What is Sales Management

Sales management is the practical application of a companies commercial activities

Managing a sales team, their compensation, and their proposals is a critical business task. Sales Management coordinates the sales team and gathers information about proposals and estimates. Integration to a CRM helps track customer engagement and interaction from every salesperson.

Reporting and forecasting also help get a better overview of the sales funnels and the overall company performance.

Sales

Create Proposals and Estimates

The easiest tool to create, manage and modify perfectly looking proposals and estimates

Communications

Communicate with Leads and Customers

Communicate with customers through email, phone or SMS and track communications.

Tracking

Check the performance of sales teams

Keep track of what happens. Look at dashboards or see analytical sales data.

“ The easiest and fastest ERP I worked with. Fabulous support and excellent data integrations. Using it for all of my companies and I have to say.. I am truly satisfied. ”

Managing a salesforce at your fingertips

Create beautiful proposals and estimates, composed and customized to fit your organization - completely!

Customize your sales to fit your needs

Create beautiful and engaging sales materials

Creating estimates, drafting proposals, and managing the whole flow of your workforce works easy. All functionalities support the quick creation of the needed documentation according to company standards.

Centralized sales management helps for faster sales cycles and ensures consistency throughout the sales process.

Manage sales materials centrally
Send proposals and estimates to customers automatically
Let customers sign via online-signature

Create compelling proposals incl. documentation

Attach necessary and up-to-date documentation

A unique functionality is adding supporting documents for more technical specifications, business presentations, and much more. You can manage all kinds of documentation that can be added via a central hub.

This way, you can create unique proposals that stick out and are always up to date with the latest information about your company, product, service, or more.

Dynamic offer generation
Inject supporting materials into the proposal
Manage documentation for every proposal

Convert proposals to estimates and invoices

Quickly transform proposals and invoice customers

An essential feature for fast conversion of sales prospects is an easy conversion from a proposal to an estimate and, finally, the billable invoice. The system covers sales automation to get from a lead to a paying customer faster.