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Sales Management

Capitalize on Every Opportunity

With Savance Enterprise’s Sales Management module, you can easily produce and send professional-looking quotes that are common to your entire organization. The bidding and quoting environment is built for productivity and efficiency, and can be customized to fit the needs of your business. Assign sales representatives to each account; set reminders to encourage follow up with customers; and ensure both staff and management stay on top of every opportunity.

Benefits
  • Always know the last price quoted from any salesperson
  • Professional-looking, unified quoting for every user
  • Start to finish insight on any orders, incl. related docs
  • Better follow-up process and internal communication tools
  • Easy access to all account info, ship tos, and contact details
  • Ability to work on multiple quotes at the same time

  • Assign Sales Reps

    Assign a representative to each account: inside, outside, or counter sales.

  • EDI Preprocessing

    Import an EDI file and review the order instead of having it blindly dumped into the system.

  • Margin Manager

    Always know the exact profit margin for all products; easily make margin edits, and set minimum margin locks for converting quotes to orders.

  • Automatic Allocation

    Have the system automatically allocate against POs based on specific rules you set.

  • eFile Attachments

    Attach any document (specification sheets, PDFs, Word or Excel docs, or tiffs) to a PO/Order and quickly get it to the customer.

  • Multiple Open Quotes

    Get more done being able to work on multiple quotes or orders at the same time.

  • Autofind

    Type in a close match to a part number and let AutoFind expedite your search by choosing the best-matched item.

  • Easy Quote to RFQ/PO

    With the click of a mouse you can easily convert a quote to a RFQ/PO without having to retype all the information.

  • Object Linking

    Create object links and instantly see all RFQs and POs that relate to the quote.

  • Commission Management

    View commissions for any salesperson; pay commissions based on sales, profit, margins, and more. Support for multiple tiers.

  • Excel-Style Order Grid

    Common Microsoft Excel functions allows for faster and more accurate quoting and easier acceptance.

  • Order Management

    Track every facet of an order in one place. Get total insight into the who, when, where, and what of each order, from quoting to POD.

  • Configurable Displayed Costs

    Administrators can set an adjusted cost for items and not allow salespeople to see the actual cost.

  • Internal Comments

    Ability to enter internal comments (never printed) that are readily reviewed by anyone internally opening the quote/order.

  • Pricing History

    Drill down and see all the times you quoted, sold, bought, discounted, requested a quote from a vendor, and more, for any item.

  • Consistent Quoting

    Get immediate quoted item history, and avoid quoting the same item differently to the same customer.

  • Item Management

    Seamlessly manage substitution parts, complementary items, commodity items, alias part numbers, and customer part numbers.

  • Professional Quote Templates

    Create and send professional-looking quotes that are common to your entire organization.

  • Customized Bidding & Quoting

    Customize your bidding and quoting environment to fit the needs of your business.

  • Kitting

    Bundle items often purchased together, and use a single part number in a quote or RFQ to bring up all related items.

  • Quote-It-Now

    Quote any item and quickly build it in your system when entering the order.

  • Cut, Copy, Paste

    Enter parts to a quote in no specific order, and have the flexibility to cut, copy, and paste with just a click of the mouse.

  • Lost Order Notes

    Customize predefined answers to why a quote was not converted to an order, and save the information for later analysis.

  • Search by Name

    Search vendors and warehouses by name instead of having to know # or alpha.

  • Cut Product Management

    Easily manage cut materials such as wire and pipe.

  • Multi-Customer Quotes

    Create one quote and send to multiple customers bidding on the same project.

  • Upselling

    Increase up-sell of products by adding suggested, complementary parts to orders, similar to Amazon.

  • Customer-Specific Templates

    Create consistent, unique, and configurable customer-specific templates based on the account selected.

  • Multi-Warehouse Support

    Right from the order grid you can check part information and availability from a single or multiple warehouses.

  • Virtual Folders

    Be able to pull up every note, document, and attachment associated with a quote or order, from anywhere.

  • Dispatch Viewer

    Give staff the ability to view all the processes that go through the system from EDIs, emails, faxes, or printed documents.

  • Notifications & Reminders

    Set reminders and never forget to send a quote to a customer, or to follow up on open quotes, updated pricing, promotions, and more.

  • Warning Manager

    Warn or prohibit during printing, faxing, e-mailing, or order conversion for low margins and other configurable attributes.