CRM - Features / Benefits
Sales Forecasts
Accurate, timely forecasts of revenue and market demand provide the confidence that sales managers require to successfully and predictably grow the business. Sales forecasting for everyone from small businesses to large enterprises has never been so easy.
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Product Catalog
Easily maintain and secure even large, complex product catalogs and multiple price books centrally for increased consistency. You can also give your sales reps easy access to the precise product and pricing information they need.
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Order Processing
Multi-currency order processing. Prepayment and deposits are supported during the order entry process. Order cloning function speeds up order entry of repeat orders. Multiple ship dates capability per item supports blanket ordering. Special notes, handling instructions, and other comments can be added to the order. Works with multiple warehouse/multiple location. Allows you to easily scan warehouses and locations for stock availability and to ship from multiple locations.
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Desktop and Mobile
Luvotech mobile CRM solutions keep sales reps connected while they are away from their desks via laptops, wireless email devices, and PDA phone.
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Workflow and Approval
Redundant tasks are automated, so that nothing impedes the forward progress of your sales efforts.
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Document Management
Document library provides instant access to the most recent versions of the marketing documents and sales tools your teams need—all in one place. Does your sales team waste time searching for the right information for sales calls? How do they know which price or presentation files are the best? To outsmart the competition, your reps need quick access to the winning materials that their most successful colleagues are using.
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Sales Segment Management
Sales managers can easily define, analyze, manage and change sales territories to match your sales organization, no matter how complex it is or how frequently it evolves.
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Flexible Pricing Strategy
Up to 10 price levels for each inventory item if you are using Order Entry with the Inventory program. Price levels can represent customer types (retail, wholesale, etc.), or the applicable prices at various quantity levels. Standard discount rate can be assigned to individual customer.
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Sales Reports and Dashboards
With easy-to-use sales analytics tools, managers can analyze sales pipelines, perform win-loss analyses, determine market demand, and many other enterprise analytics activities. Customizable dashboards provide instant access to a consolidated, real-time view of sales data.
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Customization and Integration
No two companies are exactly alike. Think about everything that’s unique about your sales organization—your own processes, your unique business model, and the one-of-a-kind products and services that you sell. We provide customization and integration tools to help you create a customer relationship management (CRM) experience as unique as your company. Sales activities can easily be integrated into respective Accounting modules to eliminate redundancy and improve accuracy.
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Account and Contact Management
Having a 360-degree view of each customer and contact enables you to acquire deep knowledge of every prospect and account, facilitate collaboration, and build and maintain strong, lasting customer relationships. Knowing precisely which products customers have purchased and installed is essential to world-class sales and service. Multiple billing and/or shipping addresses for each customer.
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