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This module enables sales staff to provide customers and prospects with complex quotations and then translate them into orders. Key features include:
Each quotation has a number of key information components that are used to track and assist in the sales management function. This includes the probability of winning the quote, the expected award date and the quote status (Open, Won, Lost. Other).
The system has a number of key management reports. A Monthly Sales Activity report by rep identifies quotations opened awarded and lost for the month and tracks the activities of the individual sales representatives. A sales forecast report identifies and projects sales by customer and by time frame. It shows all open quotations based on expected award date and probability of winning. The combination of these and other reports provide a powerful sales management tool.
"Quotations" is part of the JDH OpS line of products, developed by Phoenix Systems.
JDH OpS is a horizontal product. It offers functionality designed for usage across a wide variety of industries and business types.