Charisma Sales Software helps you to run the commercial strategy by using more efficiently each internal resource for serving and increasing the number of customers, regardless your business field. The module automates and centralizes the requests for quotations, offers, invoices, orders, notices, discount or promotion campaigns, targets, customers’ types, sales areas or delivery areas.
Benefits Charisma Sales Software:
Improves the relationships with customers
Increases sales
Reduces the costs and increases the employees' productivity
Features Charisma Sales Software:
Improves the management of customers and commercial contracts;
Enables multiple classification hierarchies of customers or products, for reporting;
Manages the complete document flow within a sales cycle (request for quotation, offer, customer order, customer order confirmation, shipping notice, sales invoice, etc.);
Meets the specific of the organization by invoicing in the format specific to the company, country or group;
Enables simultaneous batch invoicing for multiple customers (thousands) based on the contract terms and the operations performed with those customers in a certain period;
Benefits from a price engine based on a commercial policy with high degree of configurability (enables discounts and promotions, separately or simultaneously applied by product, customer, payment term, agent, product group, customer group, etc.);
Enables using multiple price lists in RON or in any other currency;
Classifies the customers in portfolios by agent or trading areas;
Provides credit control regarding the debt and the delay days, allowing to block or to warn when selling;
Enables managing the targets by customer, sales agent, area, as well as tracking these targets achievement with automatic bonus calculation;
Enables automatic stock decreasing based on the configurations performed at transaction level (notice, invoice);
Benefits from the permanently or temporary "stock reservation" feature on the Customer Order document;
Simultaneously issues or records documents;
Automatically charges the revenues on cost centers.