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Bid Templates, Letter Formats, Customized Price Lists – Just a Click Away

This fully Windows™ compliant module contains all of the tools to allow your sales team to compile quotations utilizing cost comparisons between plants, alternative mix designs and material sources, third party cartage proposal and more; or, they can generate a simple price list for seasonal or area pricing by general product categories for their regular customers. Sales Manager (SM) system users can create and utilize as many bid templates and letter formats as desired using Microsoft™ Word templates that can easily address the requirements of quoting in different states or for unique divisions and companies. Because all documents are produced in standard Word format they can easily be transmitted via email or directed to any printer on the network.

 

Complete Integration Steamlines Your Sales Process

Integra Sales Manager’s complete integration to the entire Integra product family insures accuracy, while also minimizing the effort required to compile a proposal. All of the system defaults and user-defined parameters for each customer or prospect within the Integra Office module are instantly available as new quotations are prepared. This allows system users to compare previous quotations, as well as to insure that all of the rules and defaults established for that customer are adhered to in subsequent quotes. Once a bid is won, all of the project data (from mix numbers and pricing to travel directions to the job site) can be instantly available to Integra Dispatch in advance of the first order for that job. System users can easily create temporary prospects and products for quotation purposes, but system verification rules will ensure that all of your company procedures are followed before those items can be permanently added to the system master files. You only need to enter the information once to have it carry through the entire suite of Integra software modules.

 

User Defined Security Management System

Sales Manager also provides an extremely powerful, user defined, security management system to insure that quotes are authorized, sensitive company data is tightly controlled, and that company review and authorization procedures are strictly adhered to. By utilizing a unique concept of user defined roles and procedural steps, Sales Manager can facilitate the exact level of control defined by each organization. For example, cost comparisons (materials, delivery, etc.) between facilities can be hidden for certain defined roles within the company, while readily available to certain management levels prior to releasing a quotation for submittal. Salesmen can be restricted to only accessing their pre-assigned customer data,
while supervisors can view and edit bids for a sales team, division or company.

 

Create and Save Customized Quotations, Unique Pricing Formulas

Quotations can be prepared on a cost plus, target margin, fixed price with or without pre-determined escalation points, project specific or time range basis. Sales Manager creates the details of the bid parameters and then allows you to select which customers or prospects need quotations on particular aspects of that bid, and every prospect can have unique pricing. Easy to use inquiries and reports provide analytical tools to review quotation activity, pending bid requirements, bid history, won/loss analysis, salesman performance and much, much more.