Sales Management
Customer 360-degree view consolidates all interaction records, churn risk analysis protects every customer
Module Overview
The Sales Management module covers the complete Order-to-Cash (O2C) process from quotation to payment collection. The Customer 360-degree view consolidates all interaction records, order history, and financial data. Churn risk analysis automatically identifies high-risk customers and triggers alerts. Credit control mechanisms safeguard accounts receivable. After-sales service and customer scoring continuously improve customer satisfaction and lifetime value.
Customer 360-Degree View
Consolidate all customer information in a single interface: profile, contact records, quotation history, order details, accounts receivable, after-sales tickets, ratings, and reviews. Sales teams no longer need to switch between multiple systems, gaining a comprehensive understanding of customer status and precisely capturing every business opportunity.
Core Features
Customer 360 View
- Customer profiles and contact management
- Interaction history timeline
- Order and receivables summary
- Customer lifetime value calculation
Quotations & Contracts
- Quick quotation with templates
- Quotation to sales order conversion
- Contract management and approvals
- Payment plans and milestones
Customer Churn Risk Analysis
- Declining purchase frequency alerts
- Customer activity scoring
- Churn risk scoring
- Customer maintenance suggestions
Full Order Lifecycle
- Order creation and approval
- ATP inventory check
- Shipment planning
- Real-time order status tracking
Credit Control
- Customer credit limit setting
- Over-limit automatic alerts
- Payment terms management
- Overdue collection reminders
After-Sales & Customer Scoring
- After-sales service tickets
- Customer satisfaction surveys
- Service ratings and reviews
- Follow-up plan management
Cross-Module Integration
The sales module connects end-to-end with inventory, finance, and logistics modules
Quotation → Convert to Sales Order
One-click conversion from confirmed quotation to sales order
SO → ATP Check → Shipment Plan
Inventory ATP is checked on order confirmation and shipment is scheduled
Shipment → AR Record
Accounts receivable record is automatically generated upon shipment completion
Completion → Customer LTV Update
Customer lifetime value is automatically updated upon each transaction completion
Why Choose Us
Complete Insight
360-degree customer view ensures no business opportunity is missed
Risk Alerts
Early churn risk warnings enable proactive customer retention
Risk Management
Credit control and payment terms management protect cash flow
Business-Finance Unity
Shipment auto-generates AR vouchers for seamless business-finance integration
Experience Sales Management
Understand customer needs and capture every business opportunity