Sales module
The effective support of your sales work The sales project management of PiSA sales offers unique possibilities of controlling and gives you great advantages in time with the fast and reliable processing of inquiries and quotes. Workflows get you and your team securely from business opportunity to quote and from quote to order. Information (e.g., correspondences, documents) is deposited project-specifically. Contact information, e.g., about contacts or competitors, is conducted according to their role.
Additionally, PiSA sales supports internal product development projects, marketing projects etc.
You can see: With the virtual project folder, which generates a shared knowledge base across departments, all project work is designed efficiently.
- Management of business chances, quotes and orders as virtual project folders
- Central virtual project folder for organization of all information, queries, quotes and orders belonging to a project or an order
- Specific workflows for each project phase
- Central sales management by a shared knowledge base
- Extensive forecast analysis and visualization of the sales pipeline
- Display of project-related competition situations
- Flexible project and product calculation via arbitrary calculation groups in the project
- Graphic display of processes, analyses and results
- Deposition of competitors directly with ongoing projects, business chances (queries) or quotes, if they offer their customers comparable products or services
- Evaluable documentation of project success or failure (Quote won, lost, lost to third party…)
- Documentation of strengths and weaknesses of your offer compared to competitor’s offer
+ Massive time savings at the processing of distribution projects
+ Combined, cross-departmental working on projects
+ Entire documentation of all processes in a project |
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