A multi-module management system designed by TrueSales.
SalesTransact – for quoting, pricing, orders and document management, as well as estimating, product catalogs, sales content and proposals.
Lead to Order Pipeline Management – SalesTransact is organized around the tracking of the iterative stages of a lead through the quoting and order process. A lead to order pipeline ensures that all sales transactions are properly categorized (by status) and the correct process and personnel are in place to quickly and accurately communicate and close business opportunities. It allows the right resources to be applied at the right level of detail for each phase, focusing on the real revenue opportunities.
Multi-Level Sales Channel Management – Allows businesses to maintain the current sales models and improve and support the way their current selling methodology. Communication and collaboration can be tuned to the channel requirements ensuring less mistakes and better customer service (timeliness of information). This includes powerful sales functionality tailored specifically to the sales channel user.
Quote Engine and Document Management - Guarantees that all information needed to successfully communicate a sale (closing document) to all parties is complete. This significantly reduces non-value-added lead-time, reduces expensive errors and ensures rapid communication to back office. Quote management provides extensive details on the make up and breakdown of the products and services required by the customer.
Parts and Pricing Management – manages extensive information about parts and services, can be used for creating catalogs, and allows users the details necessary to communicate all the required information to the sales force and/or customer. Parts and pricing management allows for communication and enforcement of business agreements. This ensures that customers and sales personnel can quickly access correct products/service, it minimizes mistakes and provides for the best value proposition. Cross-references to competitive products can assist in better product positioning for better margins and higher close ratios.
Account and Contact Management – SalesTransact supports all of the required sales information about the customer, distributor or even reseller’s accounts. Account and contact management reduces transaction costs and helps in cross and up selling. It helps accomplish this by organizing and improving accessibility of critical account data default data, as well as detail sales and quote history.
Executive Information Management – SalesTransact provides critical data on what is happening in sales across all the sales channels, including details on opportunities that are being worked. Executive Information provides visibility based on detail transaction information and provides more predictable forecasts, better revenue management, by focusing on the right opportunities, and the ability to help improve sales by providing metrics to help the performance of lower producing channels.
Estimating and Custom Products management – Allows companies to customize products to meet specific customer requirements or specifications. Estimating and custom product management improves quote turn around time, provides accurate margin information and improves flexibility when working on projects. It gives companies the ability to build customer specific quotes, provide margin analysis and allow contracts to be developed based on internal and external supply chain data.
Portal Management – This allows additional suppliers to be involved in deals by providing them with secured access to their own information and parts or services records. Portal management significantly reduces overhead costs by allowing the suppliers to directly provide information on their products/services, pricing, and costs. It can help in improving revenue and profit margins by allowing companies to leverage existing sales and infrastructure (WEB) resources by rapidly expanding their own product and service offerings to include complimentary offerings from their suppliers enabling them to collect margin on additional product and services sold.
SaleTransact can be used in conjunction with eInteract.
CONFIGURATOR+ is an object oriented order and product configuration tool. It is ideal for companies that need to ensure their quotes and orders contain the right mix of items (that is, a valid configuration.) It also helps ensure that ýmade-to-orderý products are correctly specified and accurately translated into manufacturing information.
CONFIGURATOR+ allows companies to leverage their engineering and sales expertise by putting this knowledge into a system that others can use in selling and ordering. Having this intelligence incorporated into CONFIGURATOR+ increases productivity while ensuring accurate, complete quotes and orders.
CONFIGURATOR+ enables non-experts to specify configurations, by filtering out inappropriate customer choices and making available only those that match the customer’s needs.
CONFIGURATOR+ generates the appropriate manufacturing information (bills of materials, routings, dynamic work instructions and more).
EasyEstimate extends the capabilities of the SMARTQUOTE module by allowing users to build product structures (bills of material) and manufacturing requirements (routings). It helps you do cost build-ups, and provides critical margin analysis for management.
EASYESTIMATE is ideal for companies that engineer to order or provide contract services, and for job shops. EASYESTIMATE allows users of CONFIGURATOR+ to review standard configurations (bills of resources) generated by CONFIGURATOR+ and modify them to further accommodate custom client specs. It compliments configurator systems in complex environments.
SMARTQUOTE is the core WrightTools module for quoting and ordering. It functions as the central database for quote/order information. SMARTQUOTE enables salespeople to quickly and accurately quote products to customers, to properly manage a larger volume of quotes/orders as well as to easily communicate information to managers and back-end systems. Managers can review current and historical sales information to make better-informed decisions.
SMARTQUOTE grows as you grow. It can be extended with additional modules to support customized product and order configurations, complex pricing, estimating, proposal/letter generation, security, cash/credit card payment processing, order transferring, executive information and other functions.
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