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Sales Force Automation - SFA
ERM SFA™
BScaler SaaS SFA includes Opportunity Manager, Quote Creator, Product Price List, Sales
Forecast with QTD/MTD Booking, SO (Sales/Service Order) Generator) and Commission
Reports. From anywhere at any time and any language--just click for SFA!
BScaler ERM™ sets everyone free by
automating the things that no one wants to do.
The CRM holds customers and
contacts with their payment histories.
Use your mouse to do the next steps, as ERM has equally automated your
Opportunities, Quotes, Forecasts, Booking and Commissions for sales Reps, Sales
Regions and Sales Business Units (BU).
A Complete Customer Order Life-Cycle Management System
ERM Does the Tedious Stuff So Your Sales Force Won’t Have To!
Free your sales force to do what benefits them and the
business: Selling!
- Opportunities—Ways to meet a customer need
- Credit
Approval by the Back Office
- Configuration
Approval
- Sales Management
Approval
- Estimate, adjust Probability with a click
- Seller To Do List with Dates & Times (Time
Management)
- Quote Generation—Specifics
to meet demand
- Pull items
from the Price List
- View item
Costs (Configurable)
- Set the Gross
Margin (Configurable)
- Use the Selling
Price from the Price List or Discount it
- Make a PDF version
for the customer
- Make many
Quotes for each Opportunity, let customer
choose; ERM uses only the Active/Current Quote in its Forecast reports
- Product Price List—Your company’s line
- All items that
you sell
- Your List Prices
- Shows the Quantity On Hand!
- Automated Forecast Reports—What’s coming
- Account
Pipeline Report shows all Opportunities, with Probabilities
- Automated Sales Forecast Report shows Opportunities
of 50% and higher Probability
- Forecast includes
your Active Quotes and recent bookings by MTD/QTD/History
- Forecast by Item/Part Numbers based on Active Quotes and Probabilities for your MRP
- ERM rolls up
Sales Forecasts for Regions
- ERM rolls up
Region Sales Forecasts for Business Units
- Order Booking—Fulfillment with Clicks
- Production
person examines customer PO and clicks for SO
- ERM allows SO
gen. only after customer Credit Approval
- ERM allows SO only
after Sales Mgt. approvals (Configurable)
- Book orders
from any/all BUs (consolidating the workforce)
- Another chance
to modify the order (items, quantities, prices)
- ERM keeps
track of Back Orders!!
- Commissions—Rewarding the Sales Force
- Configurable
per sales rep
- Pay %
(completely configurable) of
- Booking
Revenues
- Booking GP
- Invoice
Revenues
- Invoice GP
- Collection
Revenues
- Collection GP
- 1-time addition
adjustment per report
- 1-time deduction
adjustment per report
- Booking,
Shipment, Collection or All
- Set the Start
and End Dates
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