Sales & Service Management

Boost sales and improve customer service Take better care of customers by managing the entire sales process from within Microsoft Outlook and deliver better outcomes with connected service operations.

Prioritize leads based on revenue potential

Keep track of customer interactions and get guidance on the best upsell, cross-sell, and renewal opportunities throughout your sales cycle.

Offer flexible pricing and discounting: Create flexible pricing and discount structures for individual customers and groups of customers.

Ensure a smooth transition from sales to service: Automatically register shipped goods as service items and keep the required details in one place so both sales and service teams can respond quickly to inquiries.

Track customer returns and repairs: Offer full replacements or simple repairs, with parts and labor charges in one service order. Boost loyalty by providing spare equipment to customers awaiting service.

Ready to find out more about ERP?

Contact us today at (949) 329 – 3524 or request a free consultation. Let us show you how you can Center Your Business by leveraging our ERP Consulting Services.

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