PiSA sales: CRM für den Vertrieb komplexer Produkte
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PiSA sales quoting


Complex bid proposals made easy PiSA sales gives you support for the management of complex bid proposals with a great part of configuration. This way, you receive an electronic catalogue of standard products and services which you can configure individually. You can generate quotes in any currency and in any language you want.

Quotes configuration In PiSA sales you are using an electronic multimedia catalogue of standard products and services which you can configure individually. The configuration of quotes on site is made possible by the mobile accessibility of product information. Because of the ERP connection you are taking into account the guidelines of construction. Together with your customers you get to an adequate result quick and efficient. Later you can offer successful and convincing bid proposals to the whole sales management.

Texts modules for the bid proposal management PiSA sales support your sales with the possibility of creating text modules and to use templates during the process of the complex bid proposal management. Thus, the configuration of the quotes is substantially facilitated and accelerated without the necessary flexibility being prevented. PiSA sales supports the usage of several languages for the bid proposal management (e.g., the language of quotes and the language of customers). In addition, the bid proposal management uses the UNICODE technique so that your sales management can, for example, also operate in Asia. Beside the text module templates which have access to deposited variables it is possible to use individual text modules. Thus, special information and comments can be made into an article and be earmarked for technical specification.

Calculation and pricing With PiSA sales you produce worldwide price standards and accelerate complex processes. Doing the pricing, you operate with a flexible calculation in a uniform calculation model. It provides differentiated schemes for the different components. Bought-in parts, different currencies and exchange rates are taken into account. Whether single product, product mix or contract-dependent price calculation, all possibilities are supported by PiSA sales. Because the current calculations are available to all marketing channels in real time, there are no differences in the processing by different staff members.

  • Usage of standardized layouts by the entire sales management
  • Specific tracking of quotes
  • Product configuration with central management of product knowledge
  • Automatic multilingual generation of quotes, including detailed technical specifications
  • Overview of all business lines/product lines and their relations
  • Displays of the product structure as an article with optional parts and alternative parts
  • Brief product overview with portrayal of all forms of usage (e.g., in projects)
  • Anlegen angebotsspezifischer Bedarfspositionen
  • Management of price lists, discounts and other conditions

+ Reduction of time exposure in the preparation of an offer by 50-70%
+ Consistent and central administration of the product know-how
+ Faster offer alternatives: additional time savings of 25%

 
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