Sales and Marketing
Turbo-Charge Your Sales and Marketing with Infor SyteLine (CloudSuite Industrial)
Sales and marketing are the heartbeats of business. With no sales that business flatlines. Industry studies indicate that 50 to 80 percent of all quotes and orders can be inaccurate in a complex manufacturing environment. Those inaccuracies can cost a company as much as two percent of revenue — a significant loss. That is why Infor SyteLine ERP is a leader in tracking the vital statistics of your revenue generation capabilities. These include new prospects, inbound and outbound contacts, lead generation, identifying opportunities, and delivering and following up on quotes and estimates. These are all valuable interactions that need to be recorded and monitored.
The CRM Quoting and Estimating capabilities in SyteLine allow you to create professional and comprehensive quotations, then turn them into sales orders. The Customer Order Entry and Invoicing features allow you to access complete sales order information instantly while providing your customer service representatives with online support to track customer orders and create invoices.
- Customer Relationship Management (CRM)
- Salesperson Homepage
- Prospect and Sales Contact Details
- Estimating
- Lead/Opportunity Tracking
- Track Communications
- Sales Forecasts
- Mail Merge and Email Blasts
- Estimating/Quoting
- Order Processing and Invoicing
- Centralized and Decentralized Order Entry
- Flexible Pricing
- Commission Tracking
- Product Configuration
- Point of Sale
- Promise Date Automation
- Web storefront
- Electronic Data Interchange (EDI)
- Return Material Authorization (RMA)
- Customer Portal
- Dealer/Distributor Sales Automation
- CRM providing a 360 degree view of the customer, including contacts, correspondence, estimates, orders, service, etc.
- Pipeline management
- Quoting and Cost Analysis
- Pricing tables
- Multiple Price Breaks
- Email/Fax/Print quotes, responses & invoices to customers
- Centralized and decentralized order entry
- Quick Entry Forms
- Automatic credit checking, warnings and hold
- Order change history
- Volume, customer/item, contract and matrix pricing
- Hard and soft allocations
- Three-tier Customers (Corp—Bill To, Sold To(s), Ship To(s))
- Drop Shipping by order/line/release
- Regular/Blanket Orders
- Complete document automation
- Link customer order lines directly to Job Orders, Inventory, Purchase Orders and Transfer Orders
- Consolidate multiple Delivery Orders onto one invoice
- Export Documents
- Add Notes or Documents and link them anywhere throughout the prospect, estimate, customer and sales process
- Issue repair or replacement orders for returned materials
- Track information that will help you improve both customer service and overall part quality
- Increase revenue by increasing conversion rates and expanding online sales
- Enhance customer satisfaction by making it more convenient to do business with your company
- Expand your e-commerce services without burdening your customer-service staff
- Offer B2C and B2B services in multiple markets around the globe
- Accelerate key processes such as quoting, order entry, and price book/catalog generation
- Decrease costs by reducing the need for engineering support in sales and other processes
- Eliminate errors in product specification and pricing
- Enable growth with the ability to quickly train new employees and sales partners
- Speed new product introduction by reducing or eliminating the need to distribute product and pricing updates
- Streamline production and improve quality by providing accurate configuration-specific information to manufacturing
- Differentiate from the competition by becoming easy to do business with when dealing with your customized products
SyteLine includes technology designed to provide a world-class experience for your customers and prospects. Contact us for a demonstration of these and many more sales and marketing features of SyteLine.
Since custom products represent a large portion of our business making it easy for our distributors to order configured products online has helped us increase sales.
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