Sales and Marketing

Sales and Marketing

Organizations must have robust measures to sell their products to customers. With ERP systems, marketers can keep track of the customers that are interested in product that the organization has to offer, act upon this data and cater to their needs. The centralized hub that is ExpandX ERP system can maintain large amounts of data of the customer and thereby allow marketers to strategically work around them. Automated ERP systems helps marketing and sales department track if their marketing efforts have led to successful conversion by keeping track of documents and helping customers out from time to time.

These are the following functionalities provided by ExpandX ERP systems:

Inquiry

  1. Manage Various Stages
  2. Send emails directly from the system
  3. Capture all communication with customer with task generation
  4. Integration with Design team to quickly receive confirmation on new product orders

Quotation

  1. Manage Various Stages
  2. Send emails directly from system
  3. Capture all communication with customer with task generation
  4. Send email with history
  5. Generate Quotation PDF with various formats prebuilt or with customization request
  6. Integration with Design team to quickly receive confirmation on new product orders

Order Acceptance

  1. Revise Orders
  2. Revise Schedules
  3. Short Close Orders
  4. Customer Return Orders

Proforma Invoice

Generate estimated invoice to send to the customer

Dispatch Clearance

  1. Full quantity / products
  2. Partial quantity / products

Sales Invoice

Generate Sales Invoice with ease

Vendor Challan

Make the requisite agreements with vendors and generate challans

Goods Received Note

Automated generation of GRN makes it easier for suppliers to keep track and receive payments promptly

Purchase Request

Ensure the right specifications of goods are mentioned in this document before it is sent to the suppliers.

Scrap Invoice

Create invoices for scraps and let organizations decide ways to dispose it

Customer Return Management

Handle returns or replacements of goods with ease

Line Rejection Management

Check for defects in products and inform suppliers about the same.

Explore the Benefits of ERP