Sales Management within WinMan ERP

Integrated sales feature for complete pipeline tracking

From an initial prospect to a finalized sale, WinMan can provide extensive, modern sales management tools. The sales functionalities can be utilized and accessed on a range of platforms from traditional PC's and laptops to mobile devices using iOS, Microsoft or Android operating systems.

Sales Management WinMan ERP

Integral workflow and reporting keep your sales resources targeted and informed. With WinMan ERP you'll get advanced features such as CRM, Project (lead/opportunity) controls, document management, sophisticated pricing policy, quoting tools and product configuration. Users will be able to analyze sales data in detail, making sure your investment is robust and scalable.

Sales quotes and orders can be raised within the system and stored against the CRM company. The system automatically pulls data from the contact records and holds all the opportunities and communication history. All trading information such as payment terms, discounts and special shipping information can all be stored against the contact records as well. From this same sales order, finance managers can also process progress payments and account managers can see the history of the sales order.

Managers will be able to add any sales promotions onto the system so that these discounts will be automatically included on relevant quotations and sales orders processed during the appropriate date range. Special pricing for individual customers, groups or branches can be easily stored. For sales representatives, the WinMan SureSell App will sync all relevant customer and product data offline so a digital product catalogue can be presented to a client at any time and orders can be processed on the spot.

Sales Manager WInMan ERP

For configured or made to order products, your unique product specifications can be uploaded into the 'Product Configurator'. This function caters to both basic features and options, as well as, complex products where rules and dependencies are used to generate accurate configurations.

The WinMan Go app will provide users with mobile access to WinMan on a range of devices. This application supports all CRM functions and can relay any other sales-related information required including custom data.

For more than ten years, the highly functional and versatile WinMan ERP system has provided the cornerstone for our successful growth, and we are particularly proud to have grown to become no.1 in the UK marketplace by supplying our acclaimed steel access covers and grilles which are 100% British made. WinMan is as important to us as ever, now that we are aiming our innovative products not only at the home market but also at foreign countries planning serious investment in new infrastructure.

Fabweld Steel Products

The single, integrated business system makes our life easier in many ways. We felt from the start that WinMan is more intuitive in its operation than other systems. Vitally it allows me to monitor my business – take its temperature – at any time by providing live data across all operations and generating reports that can be fine-tuned to meet any demands. By viewing the live data, we can immediately identify which areas may be causing bottlenecks or other problems and hence where additional planning and resources are required.

Timberwolf

Our WinMan ERP system allows me to directly and quickly access the management information I need to run the business – real-time reporting of key performance indicators such as operating efficiencies and deliveries. Vitally, more consistent pricing gives a truer margin on the work we perform. Meanwhile the system has supported our company’s strategy of investment for growth and its ability to meet delivery promises, hence strengthening its reputation in the marketplace as a reliable and trustworthy supplier. An accurate delivery date to the nearest day can now be assigned by our sales administration staff within half-an-hour of an order being placed. We proudly meet over 99% of those dates.

Westin

As a director of the business it was important to me that the system we implemented not only met our functional requirements, but also came from a supplier that was prepared to take on single source responsibility. Of all of the companies we evaluated, WinMan were the only one that ticked all the boxes.

Herrco

The underlying advantage of WinMan for Meadowmead was its flexibility and the ease with which it could be tailored to suit the company’s specific needs.

Meadowmead

If you would like to know more about the range of features available within the WinMan ERP system contact us for more information. 

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WinMan ERP is a highly scalable and leading class business solution. Download our brochure today to find out more.

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