Managing Opportunities
Together with the CRM integration, Syspro can provide an accurate and efficient workflow for the following activities:
- Lead & opportunity tracking
- Quotations including product configuration
Syspro offers a quotation system that can handle make to stock, make to order, configure to order, or engineer to order items. This is done with an integrated product configurator and an ability to build underlying estimates on-the-fly.
The CRM integration tools then provide a link between quotation revisions and open sales opportunities in order to provide an accurate sales funnel.
Order Capture
The Syspro e.Net Solutions architecture can offer a series of business objects for use by external solutions to interact with Syspro, or alternatively the external process can submit a properly formatted XML file to the Syspro Document Flow Manager which will look after all the required processing complete with validations and notifications.
All electronically submitted orders, EDI included, are all validated against corporate pricing programs and any exceptions highlighted on automated reporting.
