All of your Sales Tools in One Place
Create a new lead, generate a quote using your branded template and send it off. Then, track its progress through the sales cycle. SOLID’s Sales Management tools ensure your sales team always has a clear view of an order’s status without having to track it through multiple teams.
Regions are mapped out and their status monitored from within SOLID.
SOLID uses GPS coordinates to automatically detect if a customer is ‘within region’ and adjusts workflow and/or pricing accordingly using dynamic price handling through our Quote Builder Tool.
- Run reports to determine profitability of a region
- View region data on customers, orders and transactions
- Can handle complex cases
- Pricing wizards and bundle builders
Automation Keeps your Sales Team One Step Ahead
Improve your workflow by writing your own rules. Simplify and streamline your sales processes based on your unique business needs. Automatically assign Account Managers, Sales Managers and Collection Agents to reduce internal processing times and improve your bottom line.
Everything is Billed and Accounted For
SOLID Sales Management is fully integrated with SOLID Billing, Financials and Collections through automated workflows. This means that every product and service that is added or removed from a customer’s account is invoiced and accounted for.
- Generate an encrypted PDF quote using your chosen branded template and email it to your customer
- Once the quote has been accepted, it is converted to a sales order which activates the service provisioning process