dlt (quote engine) home home crm quote engine website

DLT (Quote Engine)Home

CRM

Quote Engine

WebSite

Problem One: Repetition generating paperwork (eg. Entering in client information)

Problem Two: Computers do not have access to critical operations and client data.

Problem Three: Cannot view history of client interaction

Problem Four: Do not have a website

DLT (Quote Engine)Home

Problem One: Repetition generating paperwork (eg. Entering in client information)

By putting in a web-based CRM, the CRM will track the sales process…

Four Step Sales Process

• Quote (unique number is created, quote goes to client and CRM)• Purchase Order (PO goes to vendor and CRM)• Sales Order (SO goes to DLT and CRM)• Invoice (Invoice created and sent to CRM)

At all four stages the CRM is updated. At the Fourth Stage the Printed Invoice goes to Accounting. (see Flow Chart)

DLT (Quote Engine) Home

Problem Two: Computers do not have access to critical operations and client data.

By putting in a web-based CRM, the sales staff will have web access to CRM. This will centralize the data and eliminate the need for desktop software.

CRM Internet Software runs on the Internet and provides everyone within the organization the means to access critical operations and client data. The CRM will “syncronize” with Microsoft Office.



Problem Three: Cannot view history of client interaction

The CRM will track transactions as they take place in real time. When anyone within the organization looks up an account, they will see the history of transpired transactions (as well as pending ones).

CRM will let you know who is following through on sales, the CRM will keep a rich history of contact with each client.

Problem Four: Do not have a website

CMS WebPortal is Internet Software that is uploaded by Atlantic Webfitters but intended to be used by you.

What Is CMS WebPortal?

CMS WebPortal is Internet Software that creates and deploys projects such as commercial websites, corporate intranets and extranets, and online publishing portals.

Within hours a person with no programming skill could be creating and managing pages of content, using pre-built 'modules‘. They could be creating membership roles, sending emails, and defining secure sections for registered site users. They could even be setting up banner advertising, customizing the site’s appearance, and submitting the site to search engines.



All Potential ClientsData put in CRM

1. QuotePull Client data from CRM

-Assign No. Auto

3. Purchase Order

CRM Updatesfax - email - print



4. Invoice CRM Updatesfax - email - print

Paperwork goes to Accounting

CRM captures all company data and keeps a history. Each step “pushes” an email and updates the CRM.

Four Step Sales Process

1. Quote

2. Sales Order

3. Purchase Order

4. Invoice

2. Sales Order

G Watkins: 2. SO - Requesting Dropdown (Multiple Ship to Addresses)

Ship: Choice of Carriers.

G Watkins: 2. SO - Requesting Dropdown (Multiple Ship to Addresses)

Ship: Choice of Carriers.

G Watkins: 4. Invoicing (Watch for Sales Tax) just HST please.

G Watkins: 4. Invoicing (Watch for Sales Tax) just HST please.

Atlantic WebfittersDear Friends,

Our primary message is simple. Your business application software should move off desktop PCs where data is fragmented and unavailable, to the Internet, where everyone in your organization can access relative business processes via an Internet Browser.

Are you are prepared to review your business processes in the light of the Internet? Are you willing to make available the best people in your company to work out what should be done?

When you are ready to investigate how you will save money and time, and intelligently grow your business culture, we’re here to help.

Gifford Watkins, Founder

Atlantic Webfitters Mt. Uniacke, NSTel: +01 (902) 866-0522Fax:+01 (902) [email protected]

dlt (quote engine) home home crm quote engine website

Documents