ALCiE Quotation & Prospecting

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QUOTATION AND PROSPECTING

Included in ALCiE Distribution and Membership Distribution software products.

ALCiE Quotation & Prospecting provides tools to manage the qualification of Leads to Prospects to Customers.

Quotation functionality enables users to create quotes for Prospects or existing Customers, and it includes Quote-to-Order processing. New Quotations can be easily created by copying all or parts of a previous quote.

Promotional Quotations can be automatically generated in bulk via a Quote Generation tool that uses Historical Sales data.

Prospecting functionality consists of powerful, yet practical, lead and opportunity management screens.

+ See partial list of features

- Partial list of features:

Complete Lead tracking process, with conversion to Opportunity; complete Opportunity tracking process, with conversion to Quote.
On-line inquiries for quick access to lead, opportunity and quote details.
Create new quote by copying from another quote.
Ability to view Inventory, Customer Accounts, Sales Orders and Jobs during Quote entry.
Stocked, non-stocked and non-inventoried material items may be specified on quotes.
Unlimited number of line items per quote; unlimited line item comments.
Sales price calculated based on margin with a minimum margin check.
Create sales order from quote; create new customer from quote.
Detailed and summary sales forecasting by salesperson, with user-defined probability percentages.
Salesperson tickler file and prospect tracking notes.
Partial list of standard reports: Prospect Activity; Call Activity by Prospect; Prospect Follow-up Summary and Detail; Quote Status; Quote Forecast Summary and Detail.

Business Management & ERP Software