The INFOtrac Quotes and Orders Module
provides all the effective tools your sales team needs to
manage their quotations and orders. INFOtrac quotations
can be created in any format that your business requires,
and with all the flexibility and ease of use your sales team
demands. Through INFOtrac, the creation and management
of quotes and orders can be standardized and streamlined company-wide;
and INFOtrac provides a fantastic tool set that saves time,
increases productivity, and makes it easy to quickly produce
professional quotations and documents.
Flexible Quotation Systems
quotation engine is incredibly flexible and can enable your
sales staff to work in great detail with quotations that are
unique to one another. You need only populate the core quotation
information in INFOtrac, and then instantly send
the quote to Microsoft Word where it can be manipulated at
will. Quotations can also be automatically created through
Crystal Reports and PDF file formats.
INFOtrac’s quotation engine can also be customized
to meet your specific and unique needs with the INFOtrac
In addition, you can use INFOtrac’s Profile
system to create custom quotation ‘front end’
screens if you desire. In short, much like the rest of INFOtrac,
the quotation engine has been designed to work exactly the
way you need it to.
a quotation is created, you have the option of automating
a host of processes that will allow your sales team to function
at their highest level of efficiency.
INFOtrac’s Automated Processes can incorporate
a reminder system that will prompt your sales people to follow
up on the quotes they have sent to prospective customers.
It will ensure that they will be able to easily keep on top
of the quotes they have ‘out on the street’, and
provide the customer service so crucial to the process of
turning quotes into closed sales.
Automated Sales Forecasting
INFOtrac will also allow you to automatically forecast
sales based upon the creation of your quotes, and thus free
your from having to enter redundant information into a forecast
module. INFOtrac’s Sales Forecasting also provides
details on forecasted items, and will allow you to ascertain
the demand for specific products based on the quotations that
have been issued and their percentage probability of closing.
Convert Quotes to Orders
Central to INFOtrac’s Sales Force Module is
the ease by which it allows a quotation to be converted into
an order. Upon making a sale, INFOtrac will allow
you to change the quotation’s status to that of an order,
so as to complete the sale. From there, your internal business
processes can be automated within INFOtrac to reduce
the administration required to process the order. With unique
INFOtrac ‘triggers’, you can define exactly
what you want INFOtrac to do when a quote is converted
into an order. Using INFOtrac’s
Scripting Language, as well as the other customizable
aspects of the system, you can have INFOtrac perform
tasks related to the new order instantly and automatically.
Connect To Accounting
can tap into the true power of the Quotes and Orders Module
when you connect INFOtrac to your accounting
system. Depending on your existing accounting software,
INFOtrac will allow for sophisticated data connections
that can save you time, increase productivity and responsiveness,
and reduce the chance of errors.
Through INFOtrac’s integration to an accounting solution,
for example, the content of an orders can be automatically
entered into the accounting software’s Order Entry System,
as soon as you convert your quotation into an order in INFOtrac.
INFOtrac cannot only populate the order in accounting, but
if your order is for a new customer, INFOtrac will also add
this new customer into your accounting system before populating
the order. All of this takes place without any human interaction.
can provide you with critical and timely information based
upon the data accumulated within your system. INFOtrac’s
Quotes and Orders Module will collect information from all
the entries ever entered into the system, and provide both
management and salespeople with the valuable analysis and
reports they need. INFOtrac will provide win/lost
statistics, and a host of detailed sales forecasting reports,
that can be used to guide the future direction of your business.
INFOtrac will also provide predictive analysis of
product items, and forecast the expected sales volume of specific
products or product lines. Such reports will provide you powerful
information that has been generated ‘real time’
with your accounting data.
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