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SalesOE Sales Tracking and Management System

 Benefits
 Features

Feature-rich web-enabled Sales, Order Management, and CRM system. SalesOE is designed to meet even the most demanding CRM expectations.

Manage all of your Sales Force processes from lead tracking to invoice generation from this centralized database solution.
 Highly customizable to fit your business needs
 Track and analyze changing customer's needs
 Monitor sales activities
 Quickly view tasks, alerts, and follow up on hot leads
 Central console for managing assigned customer's issues
 Easy to search, view and update lead details such as
   lead source, status, and due date
Benefits
Streamline sales and order entry process
 Easily manage customer's hot leads and communication history
 Advance searching capabilities and easy to use interface
 Minimize price quoting errors and customer response time
 Provide pricing quotes via email, fax, phone, or mail by just the click of a button
Customizable to Accommodate Business Needs
 Increase service-associate productivity
 Provide centralized access to valuable customer information
 Flexible reporting capabilities
 Manage tracking of inventory levels and restocking needs
 Eliminate sticky notes and spreadsheets
Features
1. Sales Process Automation
Automate all aspects of your sales and order entry process.
Improve workflow and customer follow up time
Take advantage of a collection of utilities to speed up the sales process: Close Orders, Inventory Receipt, Commission Run
Close all Submitted or Shipped orders on a given date by the click of a button
Familiar navigation menu system for easy access to search screens, reports, utilities, and administrative tasks
Create, prepare and renew quotes
Integrated shopping cart functionality
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2. Valuable customer information at your fingertips
Manage customer information such as customer status, demographics, contact history and payment information from one centralized place.
Relevant links provide easy access to other tasks such as: quote preparation, order entry, and request follow up.
Email Notification capabilities
Easy access to customer follow up information
Track progress on customers' requests. Request Status Transition actions allow you to place inquiries as work on, on hold, cancel and close status
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3. Content Management
Ability to maintain customer information from one single screen.
Track order status from beginning to end
Quick access to your customer's notes, hot leads, and "to-do list"
Assign customer requests and inquiries to account representatives
Prioritize the workload
Convenient file uploading
Mass email notification capability
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4. Flexible Reporting Capabilities
Select from a variety of report formats
Custom output views to fit your reporting needs
 Configurable search parameters to help refine your search
Export to Excel capabilities
Appealing reporting format and easy to read
Customize your reports with the information you really need

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5. Highly Customizable
SalesOE allows you to add new functionality or modify existing one in a flash. Template screens can be used as base to create new ones. A collection of best practices and programming widgets are available to tailor any business demands.
Easy to modify screens
Customize reports to satisfy business needs
Add or change search parameters to conform to your specific search requirements
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·  For additional information please contact our Account Representatives:
   Toll Free: 877-784-0003
   Phone: 561-395-9322
   Email: sales@runnertechnologies.com
   Online: Contact us
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