Sales
Onboarding › Sales
With Vertec, the entire sales process from the initial contact to the signed order can be mapped and documented. In addition, Vertec can capture, manage and evaluate sales opportunities.
Opportunities
Opportunities are entered as opportunities with expected order date, estimated order amount, status and probability.
An opportunity is linked to an address or to a project.
By means of an activity, the customer communication to a sales opportunity can be documented or a follow-up can be created as a task to manage important dates and deadlines. A project can be created directly from an opportunity to create, for example, a detailed offer or offer.
Opportunities
Offers
An offer (called an offer in Switzerland) is always created on the basis of the Vertec object project. In the offer, project phases are compiled with corresponding budgets. The sum of the budgets of all project phases of an offer results in the offer total.
If the order for the offer is accepted, only the status of the offer or individual project phases needs to be changed to “Awarded”. This means that the project structure and the project budget are updated and ready for service entry.
The status change is saved with a date. In this way, incoming orders and rejected offers can be evaluated per period.
Offers can be printed as Word or PDF reports or sent directly by email.
The corresponding documents also land directly in the relationship history via activity.
Additional Features
In connection with sales, the following additional features are available:
Root Folder Sales
Creates a set of folders with sales activities and listing overviews.
Knowledge BaseOpportunities
Provides a visual and tabular overview of open sales opportunities. Various evaluation options include, for example, an annual overview of planned transactions.
Knowledge BaseSales probabilities in resource planning
Provides three utilization graphs for resource planning that take into account the probability of sale on project phases.
Knowledge BaseLicensing and service agreements
Represents the sale of software licenses and the management and billing of service contracts such as maintenance or hotline.
Knowledge Base