Sales management

Make the most of your customer interactions, save time processing orders and create detailed quotes with our integrated sales management suite.

CRM

CRM

 

  • Integrate production with back office finance and CRM to remove manual processes, avoid data silos, and accurately forecast pipeline
  • Manage customer interactions with bespoke templates based on customer history with customisable call frequencies
  • Record lead touchpoints and outcomes to see your most effective sources of revenue
  • Configure workflows to avoid bottlenecks in the sales cycle which can be identified through data-capture and reports
  • Stay up to date with mobile access to customer developments and queries 

Sales order processing

  • Rapid order entry functionality enables the easy conversion of quotations and estimates into orders
  • Electronic data interchange and XML message integration allows sales orders to be imported from emails and online forms without rekeying
  • Numerous methods of sales order creation are available for your field sales teams for ease of use on the move
  • Forecasts can be translated directly into order schedules and call offs
  • Configurable pricing routines and control allows price lists to be created by customer, product or category, with orders then executed to specified rules
Sales order processing
Estimates and quotes

Estimates and quotes

  • Build accurate estimates based on defined bill of materials, process routings and other costs
  • Easy to use order interface enables the fast creation of quotations

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Detailed features at a glance

Access ERP brings together all of your operational and financial requirements. Helping over 2,000 supply chain operators, we are continuously improving our software to meet the latest needs of manufacturers and distributors in the most effective way.

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Mike Cosby

Access Supply Chain is helping us scrutinise every area of our business. It's already saved us thousands of pounds through greater efficiency and faster access to information

Mike Cosby - Finance Director, Burts Potato Chips