Evatic Sales & CRM
With complete integration of sales and service management Evatic provides a unique Customer Relationship Management system (CRM) for service oriented businesses.
The built-in calendar gives the salesperson full control over all daily tasks.All relevant customer information is available in one place: addresses, telephone numbers, contact persons, documents, offers, e-mail, generated invoices, activities, etc.The user has also got access to relevant information concerning the customers’ equipment including calculations of profitability, contracts with prices and conditions, service history, and more. This is the unique feature of Evatic Sales and CRM: Sales and service is integrated in one application to enable better service and increased sales!
Integrated MS Office Templates
Pre-defined and configurable Microsoft Word document templates are used to create different documents in Evatic. Relevant information may be merged into these templates, thus simplifying the creation of standard documents like offer letters and mail shots. All documents are saved automatically.
• Calendar
• Activities
• Reminders sent to mobile phone or e-mail
• Contact management
• Document management
• Competence control
• Generate offers
• Calculate offers and contracts using Evatic Sales Calc
• Statistics and sophisticated reports
• Export reports to Microsoft Excel, PDF and HTML
• Credit check possibilities
Tender Management
In the project module an offer to a customer can be set up, including order lines if required. Order lines may be merged into pre-defined document templates, thus automatically generating a complete customer offer. Upon acceptance of the offer, the order can be completed and the requisition will be generated directly.
Powerful Analysis and Reporting Features
Using Evatic makes it convenient for the Sales Manager to follow up the sales team. With the help of statistics measuring activity levels and achieved results, it is easy to get an overview over the highly productive members of the team vs the members with a lower productivity rate.
Integrate Pre-sales and Service Using Sales Calc
SalesCalc is an add-on module for Evatic Service. The module offers a number of additional functions for calculating sales prices and provides the seller with information about price, discount, commission level and profit margins. In Evatic SalesCalc the salesperson registers equipment/units which is being offered to the customer. If the customer requires financing, several finance models are available. Service contracts may also be generated and registered within the SalesCalc Module. On acceptance of the offer, the equipment is automatically registered hence removing the need for double entry in Evatic Service. The proposed service contract will also be generated automatically from the contract module in Evatic Service and the sales order is completed automatically.
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