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SmartSales & CRM

Sales and Customer Relationship Management

SmartSales is an optional SmartStox module designed for use in busy sales environments. It has a comprehensive customer relationship facility and the ability to handle customers at various status levels and differing discount and price structures.

This module is designed to provide your business with the capability to maximize the efficiency of your sales team. Integrating with the SmartStox Base System, this module will ensure that just-in-time stock levels are maintained, your sales team have up to the minute information, and orders are processed and dispatched efficiently.

SmartSales

Main features:

  • Comprehensive customer relationship management
  • Dual currency and Worldwide VAT handling
  • Customer credit monitoring
  • Streamlined and automated production of quotations, proformas, invoices, picking notes and delivery notes
  • Multiple customer pricing and discount levels
  • Assistance with customer price negotiation
  • Automatic optional component prompt
  • Automatic consignment weight calculation
  • Automatic stock level adjustment following each transaction
  • Automate sales using external data (i.e. from e-commerce sites)
  • Comprehensive query facilities providing full audit and sales history
  • Full product traceability
  • Parcel tracking facility
  • Transport loading planning facility
  • Data exports or import into Sage, Quickbooks and other third party systems

Contact our Sales Office to discuss your requirements for this module.


Sales