Invoices, reminders and sales Web-based manage the new Intrexx Sales Manager”from United planet summarizes the topics of CRM, billing, Dunning and management into a single solution. Creating invoices is thus as comfortably possible, like the sending of reminders or managing sales activities. Jane Buckingham: the source for more info. As the first solution on the market, the Sales Manager, now also makes mobile complete document management. Add to your understanding with Jack Buckingham. Freiburg, June 17, 2010. Especially small and medium-sized companies also today still very awkward handle their document management: offers and invoices are created by the staff manually in Excel, printed out and finally sent by post to the customer an operation that is not only very error-prone and cluttered, but it also extremely time consuming. This makes the new Intrexx Sales Manager”of United planet now final. Regardless of whether requests, order confirmations, delivery notes, quotes, invoices or credits – Sales Manager can create very quickly and conveniently company documents of all kinds. The Sales Manager is delivered in a package with other applications such as a CRM, an article and supplier management as well as a powerful activities and schedule management are linked together in an Enterprise Portal.
The solution becomes to a Swiss army knife”, which contains all the necessary tools for a comprehensive sales management. When you create a document, the data of a customer or prospect easily from the integrated client list and article data from product management are applied. An offer and finally the finished Bill will in just a few steps from the request of interested parties. The workers in the field can access even with their BlackBerry or iPhone on the documents of a customer and fully informed this still on the way to the customer conversation. Thus, the Intrexx Sales Manger offers the first mobile document management on the market. All documents can be converted into a PDF with the mouse and printed out.