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Sales Opportunities
eContrack Connector records details of the sales opportunities
that arise against each company; the types of sales opportunity
are definable by yourself. It holds basic details of each
opportunity (status, value, order date, staff member responsible
etc).
All activity on sales opportunities can be logged, cross-referenced
to the companies/contacts involved and enable you to take
control of the sales process (especially where different parts
of your organisation can be interacting with the same client).
All this data is also a rich source of management information.
eContrack Connector supports the issuing of quotes against
sales opportunities. Quotes can be logged, monitored and analysed
throught the quotation process. The actual quote documentation
can be attached and filed for archival or for easy access
and retrieval by all users with appropriate access.
Quotes
eContrack Connector keeps track of the quotes issued against
a sales opportunity. Quote records can be raised which detail
information such as the reference, who was quoted, the status
of the quote, the type of quote, the value, etc.
Electronic quote documentation can be attached to each quote
record to provide a powerful cross-referenced filing system
that is easy to access across your organisation.
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