Sales Management

This Module comprises of Contact Management and Sales Order Processing Management. It is an integrated solution comprising of marketing and sales activities. Organization can act immediately to improve sales, service and marketing effectiveness by using this Module. eresource Sales Management module is all about retaining customers, improving customer loyalty and gaining customer insight.

This module also help to you getting your customer order management easier day by day. Whether it is maintaining customer information, quickly creating a quote or migrating them to sales order or being responsive to your customers, we provide you right solution and efficient flow of information.

Following descriptions will give you a clear and detailed view of our Sales Management module.

CRM Dashboard

eresource CRM dashboard provides a real time snapshot of your organization's key metrics. Using dashboard you can easily visualize the opportunities, approach, status of sales-lead in SPANCO model i.e Suspect Definition Prospect Identification, Approach -Analysis Evaluation and qualification of requirements, identification of the solution negotiation, Closing Finalization, Order Ongoing Account follow-up and Order management and sales monitoring.

Sales Lead (General Details)

Sales lead module in eresource LifeScience automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful manner.

•  It has provision to assign lead to other sales person
•  Track lead by sources, region and sales person.
•  Intimate leads to other Sales and Marketing associates
•  Email notifications for leads that are reassigned
•  Track sales lead through the sales cycle from lead generation to closing the sale and beyond

View All Followup (Pop up)

Follow up list enables you to maintain the follow ups of all sales call. Each sale Lead / Calls can be classified as per the priorities, such as Moderate, Low and High for easy identification.

Order Management

Sales Enquiry

Sales Enquiry (General Details)

Here customer enquiries regarding sales are summarized. Enquiry can be either direct or via lead. You can add General details, Customer details, Item details, Attachments over here. You can view all followups and schedule a call log from here.

Sales Enquiry (Customer Details)

In Sales Enquiry one can have all the details of the customer such as, if the customer is Existing/New/Old etc along with the contact details, designation etc, one can also have the consultant details in here.

Sales Enquiry (Item Details)

Here details of item is captured for which customer is doing the enquiry, likewise the quantity of item required,item ref.code,Item type, inventory category,delivery period etc. In other details, you can add terms and conditions if any. Also you can set user defined term too. There is a provision to edit and delete the Terms

Quotation

Direct Quotation

Every business needs to process incoming enquiries, send out quotations in response to these enquiries, process incoming orders, generate invoices for orders, all on the sales side.

Quotation Via Enquiry

This quotation is made via enquiry. This form exclusively developed to create, revise/modify, monitor, submit and track complex quotations suitable for any industry. Here Item pricing captured automatically from the master. It Minimize the loss of sales opportunities.This ensures the sales representatives to obtain approval before a quote can be sent. The interactive dashboard will help to oversee the live status of all activities and the easy to use.
Here along with general and customer details, banking details are also captured.

Order

Direct Order

Sales order is made directly with existing customer without any quotation as the rate is fixed with the customer. Here line item wise tax is allotted.
In general details tab all general details of customer is captured including the bank detail for transaction. In Dispatch details the dispatch information is captured.Which includes mode of dispatch, description,transporter name, address, dispatch date, Transport arranged by, Transport paid by etc.
In Attachment tab one can attach document if any by uploading operation.

Order Via Quotation

General Details:

Here sales order is generated via quotation.In general Details the sales order no. is directly populated from masters.All the detail of customer is captured in same tab along with banking details.

Dispatch Details:

In Dispatch details the dispatch information is captured.Which includes mode of dispatch, description,transporter name, address, dispatch date, Transport arranged by, Transport paid by etc.In Attachment tab you can upload the documents if any.

Proforma Invoice

Quotation Based Proforma Invoice

This Proforma Invoice is quotation based.Goods issue is not required before you create a delivery-related proforma invoice.You can create as many proforma invoices as you like for a sales order or a delivery because the billing status in the sales order or delivery is not updated.Data from the proforma invoice is not passed on to financial accounting.

Order Based

One can create a Proforma invoice with reference to the sales order. Create a sales order. Create the Proforma invoice with reference to the sales order. Select the billing document type . You can create a Proforma Invoice with reference to a Delivery document. Create a delivery document .Create a Proforma invoice with reference e to the delivery document. Select the billing document.

Pre-Dispatch

Sales Scheduling

In sales scheduling one can schedule the dispatch system which have following standard dates when scheduling takes place like Delivery date, Goods issue date, Loading date, Material availability date, Transportation planning date etc.

Packing List

A packing list is a document that includes details about the contents of a package. The packing list is intended to let transport agencies, government authorities, and customers know the contents of the package. These details help each of these parties handle the package accordingly. It also include the sales order no.,sales order date, road permit no.,packing type,etc. In this form there is facility to add scheduling details too.

More from eresource

ERP NEWS
eresource Xcel, one of the best
manufacturing software


GST-ready ERP system is ready for implementation
Quick implementation. Easy to use operational method


ERP - Enterprise Resource Planning. Understanding ERP System

ERP implementation: when, why and how?

ERP software is not a magic wand

eresource ERP finance module helps see your 'tomorrow' today

Streamline your business processes with eresource ERP

A strong finance module must for a healthy business process

Quick implementation, quick business and quick RoI,
that is eresource ERP


For business flexibility and control implement eresource ERP

Eresource the new generation ERP system

ERP system can help companies minimize manufacturing cost

Lean manufacturing gets its own ERP system

Why construction companies can’t do without an ERP system

eresource 3GL, one of the best FMS (Fleet Management System)

Process industry from eresource LifeScience

LifeScience ERP software is helping drive the change

Suitable ERP for infrastructure and construction companies

eresource: A scalable, flexible and affordable ERP solution for SMEs

eresource helps pharmaceuticals produce product as per cGMP requirements

Workshop on ERP to guide how to run a successful business

eresource tracks business activities across the organization

A perfect ERP solution for Midmarket

eresource the new generation ERP system

ERP can improve productivity in Manufacturing sector

ERP for Industrial Manufacturing sector

eresource penetrates Indian ERP market

Indian Manufacturers show signs of growth

ERP software system in Pharmaceutical Industry

Indian SME's take eresource ERP in their side

ERP software training holds the key

Making ERP success: Identifying the right elements

What makes your business grow?

eresource ERP implementation can deliver ROI

Brain of your planning activities- ERP Scope

eresource ERP implementation and Return on Investment

Complex payroll system made easy

Indian ERP market sees high growth

Changing Indian ERP scenario

Demand grows for ERP solution

With eresource ERP solution, manufacturing is
a global business


ERP software helps Process Industries keep
pace with the changes


Significance of TQM in price sensitive
automotive industry


eresource ERP joins Intel Software Partner program

Best practice of ERP is best suited for Lean organizations

ERP implementation is a 'User Driven' project

HR module in eresource ERP can accelerate business growth

Tyre Asia features eresource ERP

eresource ERP's MRP, a module that
gives crystal clear picture


Follow the CRM route, Customer delight is
the key to enhance revenue


Plant Maintenance in eresource ERP: A module to
support operational needs


Sales and Distribution module for 'just-in-time deliveries'

To cope with business challenges, midsize
companies looking at ERP


eresource ERP Purchase Module for a well-managed purchase section

MPS in eresource ERP: An intelligent module
that helps sales forecast


eresource ERP's strength: Information accuracy
and decision-making capability


eresource ERP: A perfect solution for 24x7
access to business information


eresource ERP system helps reduction of lead-time

eresource offers a complete ERP package

eresource ERP pays off with tangible results

Nothing more to look beyond when it is eresource ERP

Web-based ERP solution is best suited for small and medium enterprises

eresource ERP solution can accelerate your fleet management

Cost-effective, user-friendly, web-based ERP system

Emergence of eresource ERP software a boon for many industries

eresource ERP puts your company on a 24-hour working mode

No need to overspend! Need-based ERP system is within your budget

eresource ERP can bring unimaginable benefits to SME's

An ERP system to meet the need of customers across diverse industries

Construction industry to benefit a lot from eresource nfra ERP

Industry-specific ERP system

Competitive advantage of highly effective ERP system

Functional modules of eresource Fleet Management ERP

Live Demo of eresource ERP system

Operational efficiency with ERP and eBusiness

Agility is the watchword for business

ERP drives enterprises forward

ERP for strategic and technical solution

Customer relation key to business success

ERP reduces cycle time, improves efficiency

eresource ERP software solution: easier to use and simpler to implement

Open lines of communication with partners, suppliers and customers

Service with quality and security

eresource ERP for SMEs: A quicker ROI experience

Planning ERP implementation? Here are some few tips

What the stars foretell for your business in the year 2011?

A strong finance module must for a healthy business process

consider ERP implementation as investment

SMBs can benefit more from eresource ERP

eresource ERP is tailored and personalized for each user

The most affordable ERP system in India

Real-time business has become cost-effective

ERP is necessary to deal with businesses in every corner

eresource ERP system is extraordinarily wide in scope

eresource ERP for easy business operations

eresource ERP can raise the productivity to unprecedented levels

For a successful business, ERP is the future

A business tool that can keep you ahead of your competitors

eresource ERP: A great business information management tool

eresource ERP eliminates disparities and errors in
critical business information


Implement eresource ERP to eliminate your business worries

What makes eresource ERP different?

Get eresource and have a consistent planning and control

Manage your plant data and reduce the product defects

Timely delivery of quality ERP is highlight of eresource

Enhance your customer service with web-based eresource ERP

eresource ERP -- big advantage for small companies

eresource offers free customization and implementation

eresource ERP can make your business rhythm steady

Go for an ERP that can bring attractive ROI

eresource, the ultimate ERP system for small businesses

'Real-time' inventory system in eresource ERP is 'real'

eresource ERP HRM improves employee collaboration,
business processes


ERP implementation: Decision-makers must take the right decision

Web-based ERP is the easiest way for SMEs to extend business

eresource shows the way to reach the zenith of productivity

ERP cloud computing, an economical way to
manage business process


eresource is an ERP system that allows you to work as you want

Manufacturers can increase production cycles and reduce raw material

Go for eresource, the next-generation ERP system

Quick to implement and easy to operate eresource ERP

Pharmaceutical companies must change their business process

ERP training is essential for successful business operation

eresource helps pharmaceuticals produce product
as per cGMP requirements


Need of eresource ERP system in manufacturing firms

Embark on eresource ERP and take your business globally

Suitably optimized ERP for Small and Medium sized organizations

Implement eresource ERP in 90 days

Lively ERP system must for business success

More business growth with better data visibility
and fewer employees


eresource, an ERP ideal solution for SMEs

For business flexibility and control implement eresource ERP

Agile, adaptable and easily integrated ERP system for process industry

Wanting to compete globally, manufacturers look for eresource ERP

To cut cost and drive more profits, companies opt for eresource SaaS model

eresource SAAS ERP model brings economic relief
for mid-sized companies


Process industry ERP - a quality control application for food processing

Web-based eresource ERP system as a long-time business solution

eresource ERP system brings transparency, responsibility and accountability

More dynamic ERP modules with easy to operate interface

Understanding eresource ERP master module

eresource ERP sales module emphasis that Customer is God

Purchase module in eresource ERP streamlines
procurement of materials


Warehouse management keeps inventory moving and
shipments on schedule


eresource ERP TQM module enhances the ability to listen
to the customers


Financial Management module helps strategic planning and
decision making


HRM module improves employee collaboration and
business process flow


eresource ERP helps small businesses to grow

SMEs are the most aggressive adopters of eresource ERP

eresource ERP stimulates business operations in real-time workplace

eresource Cloud ERP brings immediate and real business benefits

Businesses in India march ahead. From what is an ERP system to which ERP system?

ERP Software Price: Some facts and figures

eresource ERP Software for Manufacturing: Low investment and high quality

eresource ERP SaaS model - economically viable, operationally scalable

Select the right ERP system for manufacturing company

Modern ERP systems can provide greater working freedom

Implement ERP and make your business technology-oriented

ERP system can help companies minimize manufacturing cost

eresource, business intelligence tool that enables better forecasting

ERP, an indispensable system for business success

Enhanced ERP system from eresource helping Life Sciences

Intelligently integrated Business Intelligence
makes eresource an intelligent ERP


eresource's Preventive Maintenance System: backbone of Oil and
Gas Industry


eresource gives its customers what they want

Implement an ERP that is best-of-breed and best-for-business

Different industries work in different way, so each industry
needs its own ERP


eresource Xcel ERP helps manufacturing industry overcome
business challenges


eresource is a fully integrated mobile and dynamic ERP solution

eresource Xcel helps manufacturing industry on increased
productivity


Innovation is a never-ending process with eresource ERP

eresource Xcel, a Manufacturing ERP system with excellent
performance


Manufacturing ERP system 'eresource Xcel' could make business life easy

eresource nfra, much more than an ERP system for Construction industry