Customer Relationship Management (CRM)
Leads, sales opportunities, pipeline, campaigns and support requests.
Solution by business need
Sales and customer processes
When the sales team manages opportunities, pricing rules, orders and invoices in different tools, it loses both speed and control. The CRM, Sales Management and Shipment Management modules bring every step of the sales process onto the same platform.
Who it is for: Sales managers, sales operations teams and customer service
From challenge to solution
Typical challenges and the modules and features Factorbooks uses to address them.
Challenge
Opportunities and quotations are tracked in personal spreadsheets.
Factorbooks approach
CRM provides leads, sales opportunities, sales quotations and (from the Small Business package onward) a sales pipeline.
Benefit
The sales manager tracks the whole team's opportunities in a single view.
Challenge
Price and discount rules are applied inconsistently.
Factorbooks approach
Sales price lists; from the Mid-sized Business package onward, customer-specific prices, periodic pricing and discount approvals.
Benefit
Price and discount decisions are tied to defined rules and approvals.
Challenge
Orders, delivery notes and invoices are disconnected.
Factorbooks approach
Sales orders, sales delivery notes and outgoing e-Invoice (e-Fatura) sit in modules on the same platform.
Benefit
The process from order to invoice becomes traceable.
Featured capabilities
- Sales OpportunitiesCustomer Relationship Management (CRM) · Included in all packages
- Sales PipelineCustomer Relationship Management (CRM) · Included from Small Business
- Campaign ManagementCustomer Relationship Management (CRM) · Included from Small Business
- Customer-Specific PricesSales Management · Included from Mid-sized Business
- Discount ApprovalsSales Management · Included from Mid-sized Business
- Sales TargetsSales Management · Included in all packages
- Shipment PlanningShipment Management · Included from Small Business
Process chain
Sales to collection
From sales opportunity to quotation, order, shipment and e-Invoice, and from there to collection and the accounting entry, every step runs on the same platform.
- Opportunity and quotationCustomer Relationship Management (CRM)
- Sales Opportunities
- Sales Quotations
- Contract and orderSales Management
- Sales Contracts
- Sales Orders
- Shipment and e-waybillShipment Management
- Shipments
- Outgoing e-Waybills
- Sales Delivery Notes
- Invoice and e-invoiceSales Management
- Sales Invoices
- Outgoing e-Invoices
- Outgoing e-Archive Invoices
- CollectionAdvanced Finance Management
- Current Account Management
- POS Collection Entry
- Customer Cheques & Notes
- AccountingGeneral Accounting Management
- Journal Voucher Management
Related modules
Sales Management
Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets.
Shipment Management
Shipment planning and orders, outgoing e-waybills, sales delivery notes, transportation and shipment returns.
Digital Transformation Management
e-Invoice, e-Archive, e-Waybill, e-SMM, e-Ledger, e-MM, e-Reconciliation and e-Bank Receipt.
Digital Channels (B2B / B2C)
B2B portals (customer, dealer, supplier, partner), B2C e-commerce and marketplace integration.
Other solutions
Financial visibility and cash flow
Bring bank, cash, current accounts, loans and cheques/promissory notes together in one place; see your forecast cash flow in advance.
Purchasing and procurement processes
Keep purchasing under control from purchase request to quotation evaluation, and from order to goods receipt.
Accounting and tax processes
Period-end processes from journal vouchers to tax returns, and from valuation to e-Ledger.
See Factorbooks with your own processes
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.