In order to bring you the best possible user experience, this site uses Javascript. If you are seeing this message, it is likely that the Javascript option in your browser is disabled. For optimal viewing of this site, please ensure that Javascript is enabled for your browser.
Login  |   Cloud ERP  |   Home  |

  •     QAD Glossary

  • Sales Management
    Sales Management is the foundation layer of the system. It improves the efficiency of a company’s sales force by helping to increase sales closure rates and supporting high-quality relationships with customers.
    Sales Management provides sales force automation tools that allow organizations to manage existing accounts, prospect for new customers, organize contact lists, and access current customer information easily. It helps salespeople focus on turning opportunities into completed sales by providing easy-to-use tools that help manage all opportunities, contacts, and sales activities.
    Sales Management helps the salesperson through the sales cycle, automating various day-to-day sales tasks. For example, the system can help:
    Manage details of clients and prospects.
    Manage various sales activities, such as making appointments and pursuing inquiries.
    Explore business opportunities.
    Evaluate competitors and partners.
    Generate sales-related reports.
    The following standard, customizable sales process map is provided to act as a guide or road map to manage general sales activities. Each of the steps consists of an aspect of the sales cycle and details a defined set of activities to be followed by each sales representative.

    Sales Management Process
    The various modules of the Sales Management layer interact within themselves to assist you through the selling cycle. The modules in the Sales Management layer are:
    Addresses, including Profiles and Contacts
    Customer Service
    Remote Sales
    Customer Console
    Tools and Utilities
    QAD ERP Integration (optional)
    Though most of these modules are also available in Marketing Management, Opportunities and Currencies are unique to the Sales area. If you use QAD ERP, you can also choose to add the QAD ERP Integration module.
    In addition to these modules, QAD CRM also includes various inherent features like the ability to send e-mail messages to contacts directly from the system and create documents for single or multiple contacts using the mail-merge facility. It also provides access to various tools like the calculator and the event log and lets you run external programs.