Our ERP Facteris supports you on a daily basis in the commercial management of your ETA.
At Multios, we make it a point of honor to facilitate the commercial management of your sheltered workshop. Organize the follow-up of your customers, stock and production in a totally automated way. A real time-saver!
Manage your prospects with a simple, efficient CRM, and produce automated quotations. Invoice your customers by service, recurring package or one-off offer.
You benefit from high-quality, cost-effective customer management.
Discover all our ERP sales management functionalities dedicated to ETAs!
Commercial follow-up of your customers (CRM)
- Automated invoicing of your customers (by timesheet, by service statement, by package)
- Automatic calculation of quotations according to CP and its bonuses (per hour, per site, per location and per type of trade)
- Generation of reminder letters (e-mails or letters)
- Management and commercial follow-up of your quotes/offers (emails or letters, notifications, dated sales potential, etc.)
- Invoice output with structured communication
- A CRM for your customers and prospects
- Intervention history
- Follow-up of legal proceedings
- Fast printing of customer contracts and letters
- Traceability of your commercial documents
- Customer satisfaction control
- Dashboards (sales by representative, type of sale) and schedules for current offers
- Automated SMS and mail sending (Gmail)
- Centralization of e-mails received/sent by your entire organization
- Efficient search by customer, file, project, keywords (words excluded) Filing and searching of paper documents (fully customizable to your organization)
- Organization of compatible files Iso standards
- Automated quotations with or without bonuses
Commercial inventory and production management
- Manage your products
- Purchasing management: quantity on order and quantity received.
- Sales management : Visit quantity offer, order quantity and delivery quantity.
- Physical inventory management
- Adjusted quantity (with time stop and identification of stock readjustment actions)
- Production management: The quantity in production, quantity produced, quantity scrapped, quantity in transit (supplier subcontracting or customer depot), quantity received
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