CRM module

Enables secure sales and trade collaboration for effective management of:

• Contacts
• Shipments and histories
• Open orders
• Allocations
• Documents
• Samples and bill backs
• Customer login for account and product data
• Supplier Portal with built in Depletion and Account SOod Reporting

Sales management

For internal sales and broker teams including:

• Executive dashboards
• iPhone web application for Sales Representatives and GMs
• Sample Notes
• Visit Notes
• Advanced Reporting Capabilities
• Self-Service Portal
• Order entry w/order templates
• Product and pricing details with multiple price levels
• Sales funnel/pipeline tracking
• Sales call activity tracking
• Managers can see all account calls and results
• Forecasting
• Decision support with program management
• Location based opportunities through Google maps
• Integrated marketing direct email

Warehouse and product management

Features are enabled through the Warehouse Management Operations module including:

• Location based inventory for warehouse management (WMS)
• Integrated Product Management (PM)
• Pick ticket and Bill of Lading (BOL) generation
• Cycle count assistance