INVENTORY
Management Module
When samples become an integral part of your business, the Stack|N|Trace Workflow CRM can become a crucial factor in driving profitability and growth.
Creation and channeling of requests for samples for varied
applications and segments to members of ops team for verification,preparation and shipping.
Sales team members could multiple samples per request with varied units of measure along with their segment details and price sought.
Visual tracking of the request in the form a pipeline view to track each sample, its variant or equivalent and their status across various stages.
Options to roll back accidental data entries from a user's end based on a valid set of business rules similar to that of slack's.
Option to interact between sales team and varies ops department members at each stage using a built-in chat tied to the specific request.
Notification system that is similar to facebook/linkedin providing alerts for tasks, updates or whenever a comment is made within the application.
If a sample dispatch does not translate to an order then the system creates a feedback submission task for the salesperson to complete the loop and re-open the request for a fresh dispatch of samples should the customer want one.
Auto and manual prioritization of requests based on request type and business rules. Follow-ups are automatically created whenever a sample delivery is complete for the next stages of evaluation and approval.
Sales Order Management
System
Price Calculator for
Multiple Product Based
Shipments
Sales Register of Historical
Sales Data
Shipping Docs, Inland & Export Sales
Management Module
Management Module
Management Module
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