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Sales Lead & Quotation Management

Insight is the perfect tool to maximise your new leads and existing customer sales. Profiling of your clients and having the right information available to you in real time gives you the edge over your competitors.

Sales Management Features

• New Lead and Inquiry Management
• Manage On Selling to Existing Customers
• Rapid Quotation Generation and Order Processing
• Status Tracking of The Lead Pipeline
• Sales Projections
• Sales Performance and Statistics Reports
• Potential Customer Profiling
• Sales Commission and Target Management
• Gross Profit Analysis
• Sell and Buy in Multiple Currencies

Insight puts your business into control. Manage your sales pro-actively with the right information available to make informed and fast decisions.

Order Processing & Management

With Insight managing your order processing, you improve the efficiency of your order fulfillment by not re-capturing data, minimising human error and keeping on top of purchases and outstanding orders.

Order Management Features

• Stock System Fully Integrated
• Automatic Transfer of Information Between Order Stages
• Orders Due Reports
• Dispatch Notes
• Order Status and Tracking
• Linked to Sales Transaction
• Linked to Supplier Purchases
• Part Dispatch
• Content and Packing Slips
• Automatically Import Quotations and Previous Orders

Tie the Insight order management directly into your business work flows. By integrating order processing into your sales cycle process you ensure that maximum efficiency is reached.