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FacturaGesERP › Solutions › CRM and sales team
Solutions

CRM and sales team

Everything that happens with each prospect, from first contact to the sale: what is under way, who is handling it and why it is won or lost.

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Everything it does

Opportunities, activities and campaigns, with each sales rep's follow-up.

Opportunities

Opportunity boardEach possible sale at its stage, with amount, probability and expected closing date.
Stages tailored to youThe phases of your sales process, with their order and probability.
Competitors and partnersWho you compete against in each opportunity and which partners are involved.
Where customers come fromWhere each opportunity comes from: trade fair, website, referral, campaign…
Why deals are won or lostThe reasons behind each result, to know what works.
Opportunity analysisWon and lost by sales rep, stage, source and competitor.

Daily activity

ActivitiesCalls, visits, meetings and emails with each customer, with their type, subject and place.
Pending tasksWhat needs to be done and when, so that no follow-up is forgotten.
DiaryAppointments, calls and dated tasks for the whole team.
CampaignsMailings and sales actions to a group of customers, with their budget and results.
Customer historyEverything said and done with each customer, on a single screen.

Sales organisation

Sales reps and commissionsEach sales rep with their percentage and the commission settlement by period.
TerritoriesSales territories by country, region, province or zone, for allocation and analysis.
Customer classificationGroups, business sectors and up to 64 custom characteristics for segmentation.

Other areas of the program

🧾Sales and invoicingFrom the quotation to the paid invoice, with your prices and terms applied automatically.🚢Purchasing and importsFrom the purchase need to the supplier invoice, also in foreign currency and with customs.📦Warehouses and logisticsExact stock by warehouse, location, batch and serial number, with order picking and delivery.🏭Manufacturing and planningBills of materials, manufacturing orders and requirements planning, with the actual cost of each order.🏦Treasury and bankingCollections, payments, remittances and banks, with a forecast of what you will collect and pay.📚Accounting and financial controlSpanish accounting generated automatically from sales, purchases and collections, with analytics and closing.🏛️Spanish taxationVERI*FACTU, SII, Facturae and the VAT and withholding forms, as standard.🔧Technical service and work ordersService calls with contract deadlines, installed equipment, maintenance and the technician's app.📐Projects and construction workBudget, hours, expenses and invoicing of each project, with its margin at all times.🚛Transport and fleetShipments with their control document, fleet, drivers and profitability per vehicle.🖥️POS and in-store salesTouch-screen sales for shops and hospitality, connected to the same stock and the same accounts.👥Staff and attendanceEach employee's record, their organisation and time recording.⚙️Management and administrationDashboard, reports, permissions, approvals, alerts and the program tailored to you.

Shall we talk about your project?

Tell us how your company works and we will prepare a presentation with your own processes.

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