Manage Inventory with high degree of efficiency. Manage Purchase Orders, Good Receipt Notes, Warehouse Transfers and much more. Manage and adjust stocks effectively.
You could manage multiple slabs of pricing such as Purchase Price, Dealer Price, Transfer Price, Sales Price, etc. This would be useful for Sales and Quotation, when you need to assign a special price for a customer.
Manage pricing structure, images/ for quotations, related products, set if it needs Serial Numbers to manage inventory, etc. It also has a rich text editor, which allows html description for your products.
Effectively and efficiently manage Enquires to maximize lead conversions. Record all enquiries, plan follow-up schedules, assign lead accountability, and update enquiry status.
Assign Sales or Marketing executives to any Enquiry. The system will show which executive is free and would be suitable for the follow-up. Could update the follow-ups from anywhere with an internet connection.
Administrator could see the list of pending follow-ups for which the status was not updated. Additional follow-up for the enquiry could be set on the same screen, where the follow-up is closed.
Track Sales at all times. Follow-up on quotations, generate invoices, manage product delivery, track quotation approvals, dis-approvals or pending statuses. Receive and manage direct-at-the-counter sales too.
Track Pending Store Requests
The system will keep track of who requested for what product and for whom Any product taken out should either be sold or should be returned back. Sales2Service does that tracking for you, very easily.
Value Addition and Profit Margins
Each Sale would show your Value Addition and Profit percentage for that sale. If the sales profit goes below a certain percentage, the administrator would have to approve it. You could also get report on which executive has brought more value addition per sale.
Record and report complaints from prospects and existing customers. Follow-up each and every complaint till satisfactorily closed. Allocate Executives to accounts, schedule follow-up, communicate complaint status and take all actions necessary.
Billable or Non-Billable
When creating a complaint, you could find out if that complaint is billable or not. It will also show when that contract is expiring. You could also see number of support calls available.
Move Product to In-House or To Supplier
The product could be moved from customer to In-house for servicing. The product could also be marked to send to Supplier. Sales2Service does the inventory tracking for you, very easily.
Complaint Type for Each Category
Each product category could have a list of predefined complaints remarks. This would be useful for the executive who is handling complaints to select from a predefined list.
Generate Service Contracts, schedule renewals and service timings. Plan and schedule preventive maintenance plans. Communicate for renewal and schedules to ensure high customer service.
Create Contracts Directly from Sales
You could create Warranty or Field Support Contracts directly from Sales. The sales information are prefilled and you have to manage the contract type and expiry information
Manage Different Types of Contracts
You could easily manage Warranty, AMC, PMC, Per Call or Field Support type of contracts. It could be further classified Spares or Labour is billable, replacement allowed or if regular follow-up is required.
Field Support Calls Option
You could easily set number of client visit or calls you will make for each contract. The field calls is much more easy to manage and useful than normal maintenance schedule.
Quotations – Sales and Service Contracts
Generate, track and manage Quotes. Follow-up on quotes for approvals, disapprovals or pending statuses. Loop in Client representatives in the process. Skip process and steps for routine purchases, as and when required.
Multiple Quotations for Single Entry
Any number of quotations could be generated for a single enquiry. A new quotation could be created by just copying the existing one and making changes in it.
Customer Approval for Quotation
The system will allow customer to approve the quotation sent to him. The quotation details are sent in email and the customer could click on Approve link to just approve it.
The quotation could be emailed to the customer contact, along with the PDF format as attachment. The quotation could also be sent to an additional email apart from the customer contact.
Easly Generate Requests or Contracts
You could create Stores Requests or Service Contracts in one single click. These documents can be generated from Approved Quotations in a matter of seconds.
Scheduling Follow-Up Calls
Schedule Follow-ups for each enquiry, track and update account status constantly. Allocate Executives for follow-ups. Track Executive Performance with the leads. Ensure leads conversion through regular follow-ups.
Generate multiple reports for analysis and decision making. Track Daily Reports, Employee Performance Reports, Follow-up actions reports and Inventory reports.
Follow-Up and Schedule Reports
Sales2Service would help you get a clear report on follow-up for each executive. You could get a list of Pending Follow-ups and Closed or Completed Follow-up reports.
List of Records For All Types Of Transaction
Apart from these reports, you have access to view list of all types of Transactions like Enquiries, Follow-ups, Quotations, Stores Request, Sales, Purchase Orders, GRNs, Contracts, Complaints, etc.
Non-Invoiced Materials Report
A report to track materials taken from stores for demo or sales or service. Search by location and executive could help manager/admin extensively to track materials.
Customize the application to suit business requirements. Customize email texts, company identifications. Determine employee access to various decision making points. Safeguard data by controlling access.
Customized Email Texts
You can change the email text or message that is being sent. Sales2Service provides you with email message templates, that could be changed to suit your business profile.