The PROMYS Sales Force Automation Module uses prospective and existing customer, contact and relationship data to help your sales force maximize the value of every customer interaction. With anytime, anywhere access to client information from across the sales, order, and service management processes, PROMYS makes it easy to plan and execute successful sales and marketing initiatives. Instant management reporting provides increased executive visibility into sales pipelines and activities across channels; providing important information, such as which clients are making you money versus the ones costing you money.
Process-Centric, Rather than Data-Centric
Ensure key information is captured before the next step can be completed in the sales, order, project management or service processes.
Integrated Quoting Engine
Select from a master parts list and up-to-the-minute account information to quickly and accurately create sales quotes. Reduce costly pricing and product errors while speeding up the process. Print or email client quotes; select from a choice of quote formats, presenting as much or as little detail as you choose.
Supply Chain Management Integration
Optimize the flow of inventory and form tighter relationships with distributors with real-time pricing and availability links, including Ingram Micro and Tech Data. Eliminate re-keying information to online ordering systems and delays in the fulfillment process – Efficiently promise, plan, source, and fill one or multiple customer orders at a time.
Gross Revenue and Margin Forecasting
Instantly create real-time forecasting reports that are consistent and accurate, improving on and eliminating time-consuming manual forecasting processes. Track product, labor, and contract margin, and total revenue. Unlike many other business management solutions, PROMYS can provide projected cash flow based on the sales pipeline and forecasts.
Request for Resource
Clients, partners and sales reps can request the service of a technical resource for a pre-sales call, service call, or project assignment. Your dispatcher can control access to and allocation of resources. PROMYS enables you to check the schedule of an individual or a team of technical employees and schedule their services (Microsoft Outlook synchronized).
Marketing Campaign Tracking
Evaluate the success of your marketing campaigns by linking opportunities, quotes and sales orders to a particular marketing initiative. Are your initiatives making or costing you money? Which ones consistently drive the highest return?
Sales Cost Analysis
Determine how much it costs to pursue leads and close sales. Track all pre-sales resources (meetings, travel, assessments by technical staff, etc.) and compare them against the sale’s revenue and profitability. Discover areas in which the company or sales rep can improve.
360° View into All Other Business Processes
Track customer interactions from Sales Opportunity Management to Order Administration (ERP), Resource/Project Management to Field Service Automation (FSA). View all customer interaction data, analyze it as it relates to the sales process, and use it make more intelligent decisions and create a competitive advantage.
Milestone Advancement and Status Tracking
Identify the various stages of the sales cycle process and track by associated probability factors to final closure. Status tracking provides instant insight into why sales have been won or lost. All of these assessments can be viewed in real-time reports.
