Sales management
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Make the right impression
People compete, sell and close best when they have the right tools and information at their fingertips, wherever they might be. Nothing impresses more than companies who are well organised, know their Products and can instantly recall detailed information about Customer and Prospect interactions.
Estimate, Quote and Invoice from anywhere
Easily create, print and email sales invoices, customer estimates, sales quotes and other sales documents on the web. All sales document templates such as sales invoices are easy to customise or tailor to fit your business and present a professional image. See examples of Sales Invoice Templates
Compete, track and forecast
Just connect to the internet and login. Salesorder.com gives you the upper hand in competing and selling. We provide you with an easy to learn and use, comprehensive set of tools to track, serve and sell to Prospects and Customers. Salesorder.com sales force automation gives you real time insight of the sales situation. You can prepare incisive forecasts and reports and drill down to the details of what and how much is coming from where and when.
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| Organised sales management |
| Salesorder.com sales force automation (SFA) enables you to understand who is selling what to whom, how sales people are performing and how sales campaigns are progressing. |
| You can set up teams and track details of all sales activity at team and individual level. Everybody can use Memos to schedule appointments, manage 'to do lists' and set reminders. |
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| Know every Customer situation |
| Salesorder.com customer relationship management (CRM) makes it really easy to record and recall each Customer’s profile, their detailed history, the precise detail of what was discussed and agreed and what was sold when by each salesperson. You can easily drill down to each transaction to understand and follow the numbers that contribute to the Customer's balance and profitability. |
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| Know what you sell and how to compete |
| Salesorder.com provides instant access to product details, selling and marketing information. Using the Memo feature sales people can add their knowledge to any product record increasing the amount of selling information available and improving sales. |
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| Classify every customer and contact |
- Assign tax codes and credit terms.
- Classify each contact (decision maker, influencer etc)
- Store Customer preferences (how should I contact you)
- Categorise Customers by buying activity.
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| Present and sell your products and services locally and internationally |
| You can easily tailor documents such as estimates, orders and invoices to present your company professionally and with confidence in local and foreign markets. |
| You can price your products in local and foreign currencies and attach important details and sales information to every product record. |
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| Track leads and opportunities |
| Salesorder.com sales force automation (SFA) makes it simple to capture Leads and the reasons why a prospect or a Customer has responded. You can prioritise, assign and accurately monitor and measure the progress of Leads and Opportunities. |
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| Forecast sales activity |
| Forecasting for sales people is hassle free. Sales people can easily review their sales activity and always know where they stand. Its simple for sales team leaders to create, adjust and submit detailed or summary sales forecasts that can be included in key business forecasts such as cash flow projections. More information on sales forecasting |
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| Sell, get paid and keep Customers |
| You can easily create and track documents and keep your accounts up to date. |
- Create, customise, store, find, track, print and send sales documents from anywhere you have access to the internet.
- Sales transactions such as invoices cash sales, refunds, credit notes automatically update your accounts.
- Always know the progress of an order or an invoice, what payments are due when and all the detail about each individual sale.
- Always know what is available for sale and when it can be delivered.
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| Easy to use and customisable documents |
| Quotes |
Easily prepare and refine quotes to meet your customer's needs. Convert quotes to multiple orders or invoices with just a few clicks. |
| Orders |
Convert orders to invoices. Raise multiple invoices from the same order. Track order fulfillment to assure customer satisfaction. |
| Invoices |
Tailor the look of your invoices to fit your business. Track what you are owed for better cash-flow management. Store multiple billing addresses. |
| Cash Sales |
Flexible and easy sales receipts to record what was sold and how your customer paid. |
| Payments |
Record payments (Cash, Cheque, Card, BACS, Direct Debit etc) and apply to outstanding invoices. |
| Credits & Refunds |
Easily raise and apply refund or credits to invoices and cash sales. |
| Statements |
Prepare and send customer statements in seconds. |
| Shipping & Returns |
Work with multiple shipping addresses and track deliveries by carrier. Accurately track returns. |
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| Clear and Incisive reporting |
| You can’t manage sales if you can’t see and follow the numbers. You can’t spot problems or opportunities early, be pro-active or make improvements if you can’t see and analyse trends. Salesorder.com reports help you get at the latest information fast so you can make decisions quickly and with confidence. |
| You can effortlessly generate, store and send detail and summary reports, drill down and access the detail behind each figure and analyse and understand the wealth of data stored - see real time analysis and reporting. |
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