Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Sales and Customer Relationship Management

Managing the ever important relationships with your customers and selling effectively can never get enough focus. It involves more than just being consistent and trustworthy and delivering great service and quality at the right price. Sales Quotations, approach and communication need to be consistent and of a high standard. You guessed it - Orax SDI is here for you.


Customer engagement overview

Duration: 00:01:27.12     Size: 3.5MB

Using the integrated modules (Sales and Customer Accounts), you are able to connect with your customers on a very efficient level. You have direct insight into sales, services and locations related to your customer as well as incidents, accounts, contacts, tasks, meetings, notes and much more.

In Orax SDI there are two distinct Sales features that we identify and facilitate. On the one hand, you put a lot of effort into selling and we manage this process in the "Sales Effort" tools. On the other hand, your sales effort is rewarded by converting quotations/proposals into sales. This is managed in the Sales Quotations and Sales pipeline features. It is practical to use both of these modules in your company, or just one. Both are targeted at more efficient sales team management.

 

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