SalesForce Functionality

Quotation Creation, Forecasting and Reporting
Innovation Software provides a comprehensive range of features for:-

• Sales Quotations
• Sales Forecasting
• Competition Tracking
• Quotation to Order Entry Conversion
• Comprehensive Contact and Communication Management
• Sales Reporting

The features include facilities for controlling minimum margins and pricing that may be offered by your sales team. The Price Negotiation screens enable users to see what prices have been quoted, as well as the prices at which your customers have placed orders in the past. You may review why you lost business, to whom, for what products and services, where, from what branch area, and in what quantities. You can also see the margin by which you lost, as well as the total lost revenue. In other words, information is available to help you create a winning strategy to fight for a bigger, and more profitable, market share in the future.

Competitor Activity Reporting
You may display graphically and numerically information on the prices, volumes, and other competitive details quoted by your competitors.

Tracking Your Staff's Work and their Work Loads
Track and amend your staff's work loads, catering for holiday, working hours and shift patterns.

Market Research Questionnaires and Profiles
You may design and use a variety of Questionnaires and Profiles with which to elicit appropriate marketing information from your Customers and Prospects that can enable you to target with more focus, and increase your sales and profitability.

Profiles are fully customisable to offer:-

You may also maintain centralised diaries for each of your staff and ensure that you do not make appointments for them that conflict.

Activity Based Costing
All time and costs incurred in doing business with your Customers and Prospects may be tracked by User, and User Type (User Group). This is called Activity Based Costing. The profitability of doing one type of business or with one specific customer or group of customers may be materially different when you analyse the activity costs and compare these with the gross margin earned from sales of your products or services.

The EnterPrise Document Management System (EDMS) - Tracking Correspondence, Using Standard Letters and Business Forms

The Enterprise Document and File Management Suite lets you track all written communications to and from your Customers and Prospects. All correspondence is only a click away.