Sales Configurator

The Sales Configurator is aimed at automating, bringing new functionality and increasing the efficiency of your sales process.

This package features:

• Ability to easily configure complex products
• Rules to select options for products
• Fully customisable workflow to suit your processes
• Document generation (e.g. quotes, specifications)
• User Authentication
• Authorisation protocol integrated into workflow
• Notifications integrated into the workflow
• Custom reports

We aim to free up your resources from performing time consuming repetitive tasks to concentrate on high value tasks that a computer cannot perform such as speaking to customers to generate new sales, implement new sales strategies etc.

The Sales Configurator has brought huge improvements in efficiency for our customers, significantly reducing the turnaround time in producing quotes, proposals, and specifications as well as providing traceability for each transaction.

We have taken a modular approach to the Sales Configurator, allowing for great flexibility and scalability. Our customers can pick and choose the modules they require, safe in the knowledge that other modules can be bolted on at a later date without the need for a complete re-design of the system.

We know that our system will only be a part of your overall business solution. If you are already using a Customer Relationship Management system, we can integrate our solution with the CRM system so that for example, you can have access to contact information, attach produced documentation into your CRM (Customer Relationship Management) system etc.

If your CRM system has an API (Application Interface), then contact us to see if we already support that system, if not, we are always happy to develop a module to interface with your system.

We realise that each company has its own sales process and that we cannot impose what order processes should be carried out in your business. Your business does not need to work in accordance with our software, our software needs to work in accordance with your business.

Contact us for more information on how the Sales Configurator can be integrated into your business.