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
- Manage Various Stages
- Send emails directly from the system
- Capture all communication with customer with task generation
- Integration with Design team to quickly receive confirmation on new product orders
Quotation
- Manage Various Stages
- Send emails directly from system
- Capture all communication with customer with task generation
- Send email with history
- Generate Quotation PDF with various formats prebuilt or with customization request
- Integration with Design team to quickly receive confirmation on new product orders
Order Acceptance
- Revise Orders
- Revise Schedules
- Short Close Orders
- Customer Return Orders
Proforma Invoice
Generate estimated invoice to send to the customer
Dispatch Clearance
- Full quantity / products
- 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.