Business Management & ERP Software
QUOTATION AND PROSPECTING
Included in ALCiE
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.