Sales Order Management

In order to manage any order process, a system must effectively capture and manage all product information. Within InsideSales.com™ companies can create categories for products enabling ease of identification. Products can be set up to manage versions, shipping, billing terms and length, agreements, types, sales channels, pricing and discounts. The flexibility will account for any type of business, whether you sell products that need to be delivered or you sell a services that are billed on varying periods.

Fully integrated into the InsideSales.com™ Sales Automation suite, products can be entered during the sales process, and flow through from a quote to a completed order.

InsideSales.com™ allows companies to set up sales and order regions to track where both sales and orders are generated. With an easy to use interface, system managers can break up the world into countries, states provinces, cities and created regions. When any orders are made in the system, the InsideSales.com™ region/zone management features track the sales professional that brought on the customer, customer locations and reseller locations. This allows you to know who sold your products and services and who has your products and services.

Each region/zone can have managers assigned and have automated notifications email mailed to them through the sales and order process.

InsideSales.com™ offers a complete product and service pricing management suite. You can create a price for a product that has only one price, or multiple tiers of pricing based on volume. The InsideSales.com™'s pricing management tools allow you to consolidate all pricing schedules and assign them multiple products if applicable.

When creating a product, you can assign a pricing schedule, and make it applicable to a specific region as defined in the Region/Zone Management section of the system. Thus, when a new order is being created in the order system, appropriate pricing will be displayed based on the customers location.

With InsideSales.com™ discount and promotion tools, you can created system based discounts and promotions for orders and quotes that go thorough your order process. These tools help manage special pricing for customers and promotion and marking funds allocated back to customers.

Discounts
InsideSales.com™ discounts are discounts that can be applied to order based on products. They are created with a rate type (a dollar amount or a percentage), an amount and the ability allow customers to request special pricing.

Currency Management easy in InsideSales.com™. The flexibility of the system allows you to add and use any currencies worldwide. All you need to do is define the way you want it to show on your invoices and the exchange rate you would like to use.

Additionally, you can create unique remittance information for every invoice that that is purchased with the specific currency. That remittance information will appear on the footer of every invoice that the system generates.

InsideSales.com™'s customizable workflow automation engine helps organizations standardize their workflow to automate sales, marketing, and service processes for greater operational efficiency, consistency, and control.

InsideSales.com™ comes pre configured with default workflow's, but usually companies implement their own industry practices or adopt a third-party methodologies. InsideSales.com™ is completely configurable, from the activities, to the results and outcomes, to the actual user interface -- so you can make it your own.

Though you can use InsideSales.com™ right "off the Web", companies generally want to customize it to fit their exact business needs. InsideSales.com™ is designed to be highly configurable, from adding custom database fields, to custom user screens, to defining an unlimited number of your own workflow's and much more.

It's designed to be customized by mouse clicks, not code, which means even end users can make it their own, from creating custom dashboards to building their own reports.

Knowing the exact status of your business at any given point in time is critical for informed decision making. InsideSales.com™'s business report center comes equipped with many robust pre built reports, but that's just the beginning.

With InsideSales.com™'s easy to use report wizard, you can generate additional reports on almost any combination of criteria you can think of to precisely match your needs. Custom defined database fields, flexible report logic and an unlimited number of filters enable you to get to just the information your need.

InsideSales.com™'s analytics helps you mine your data, interpret information and show underlying trends. You can quickly and easily create reports and segments, save historical snapshots, compare data over different time frames and create chart animating that show business trends.

InsideSales.com™'s analytics can be also be displayed via dynamic dashboards, which allow real-time visibility to important information as a user logs in, via charts, cross-tabs, tables and reports.