SALES

Use SCM for Sales and Operations Planning

Forecasting

General Ledger Integration

Detailed Reports

PRODUCT FEATURES

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Customer Relationship Management (CRM)

Track sales leads from start to finish and converted successful leads to customer record with a single click.

Sales Leads/Opportunity Management

Forecast sales to current and prospective clients.

Sales Activity Tracker

Track customer and sales activity to optimize leads and opportunities. 

Sales Forecasting

Order Management

E-commerce style shopping experience for B2B orders; can be used by other internal departments and external customers. 

Marketplace

Shopping Cart for delayed purchasing. 

Shopping Carts

Create/Update sales orders manually or automatically from Marketplace. 

Sales Orders

Create/Update service orders. 

Service Orders

Manual or Automatic creation of customer invoices.

Customer Invoices

Accounts Receivable Management

Automatic generation of dunning notices.

Dunning Notices

Analyze AR Aging by Customer and Time Period. 

AR Aging Reports

Sales & Delivery Performance

Are you shipping to customers on time and in full?

On-Time-In-Full (OTIF)

Measure sales forecast accuracy.

Forecast Accuracy

View top and bottom customers, delivery details and distribution performance.

Delivery & Distribution

Analyze sales by product family, material, region, customer.

Product Material & Family

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