From managing your sales, building a proposal, planning, execution and control the execution, to allowing customer collaboration, delivering an end-to-end process that allows you to integrate sales and production information in a single system avoiding entering information; compare sales information with planning information, with actual performance; access to a single performance dashboard view of your core processes and to have a secure end-to-end solution on the Microsoft cloud.
The sales module allows you to manage the sales pipeline, including the function to record client contact information (who is who), record the leads, the proposals and the financial conditions. This module also allows you to channel commercial information (including commissions and discounts), and to manage commercial actions.
Get insights into your sales forecast.
This module allows you to quickly build a proposal while estimating gross margins, capacity, and delivery or testing milestones.
Proposals benefits from past deals’ lessons learned and are a base for continuous improvement.
The won deal or the ones expected to win can be loaded into the system and analyzed against the current capacity, priorities, change requests, and reworks.
Planning can be done in two phases, the design phase and the manufacturing, purchase, and assembly of the parts.
Project plans are great to organize tasks on perspective, calculate delivery and/or test dates, critical path, and share information with your client.
Through the usage of Kanban boards, the manager can define and prioritize activities per sector and resources. Your team will be able to have an overview of their priorities and will be notified through the app every time they have a new assignment. In the app, they’ll be able to report progress and working hours to the managers.
You can also use the included templates to define the checklist of each activity, improving uniformity, quality, and efficiency without having to write the instructions every time you need to create a new task.
Project Managers can keep track of project status and teams’ engagement with each task, be notified every time there is a delay in the dates or the critical path, and make the necessary changes to ensure that the dates agreed with the client are achieved.
Improve your relationship and collaboration with the client, through better communication, safe exchange of files with automated versioning and dates control, and collaborative revision of the documents.
As this solution is pre-configured, you don’t need to waste time explaining us everything, but we’ve kept enough hours to give you exactly what you need: