Business Intelligence
SalesManager BI offers integration with Qlik Sense for building dashboards and data visualizations your organisation's data. This offers superior data insights, so crucial in business decision making. SalesManager BI offers customers the tools to graphically diaplay key company data for analytical purposes. All company data from your SalesManager Online environment, be it CRM, ERP, Project or Service Management sources, can be represented in your SalesManager BI cockpits.
Dashboard
SalesManager Online offers fully customisable Dashboard Management facilities for users or groups of users. All objects in the SalesManager Online ERD can be added to a dashboard. Key Performance Indicators (KPI’s) from various departments can easily be added to the personalised dashboard of a user or group of users.
Leads, opportunities and quotes would be most common by an account manager; while a service agent would typically want service tickets, resolution times, service planning and service contracts in his or her Dashboard. Orders, shipments and invoices for the logistics department.
Process Bars
Many logistic tasks within an organisation are very repetitive and subjective to error. Book the order, print the confirmation, reserve the stock etc. Forget the confirm the order to the customer and the phone rings with a frustrated customer. SalesManager Online offers customers customisable Process Bars to streamline these processes and ensure with one mouse click all relevant steps within that process are carried out.
Agenda management
SalesManager supports a GroupWare or team approach to agenda management. Users can make appointments for themselves or other users if so authorised. All agendas of all users may be visible if security permits. Calendar and to-do’s can be synchronised with Microsoft Outlook and Google Calendar.
Warehouse Management
SalesManager Online offers basic Warehouse Management support. We can sticker your goods and pick locations and support extensive barcoding. SalesManager Online support unlimited warehouses. Your service vehicles are examples of this. With our LoadingList support intelligent picking of goods for pallets or trucks can be streamlined made more efficient for the pickers in your warehouse.