Sales Administration
Your sales teams have convinced, commercial proposals are accepted! Now manage projects, assignments and orders that Crosstalent automatically generated.
For analytical monitoring by service or type of offer, a catalog of services and prices is available. The sales forecasts will be defined in relation to the selected contractual model and your management rules.
Why choose our Sales administration application ?
- Service catalog with price grid
- Customer orders
- Forecast sales and profitability
- Quotation editing and customer contract
Main features
Service catalog with price grid
- Standard service repository with description
- Standard price grid and standard daily rates by profile
- Grouping services by family
- Management of the contractual modes (régie, fixed price, governed fixed)
- Analytical management of orders and customer missions
Quotation editing and customer contract
- Storing and updating contractual document templates
- Automatic generation of contractual documents (quote, order form, service contract, amendment)
Forecast sales and profitability
- Integration and updating of specific financial and contractual management rules
- Calculation of projected revenue, expenses and operating account by project
- Revenue and forecast profitability by order line
- Generation of forecast invoice lines
Discover our other applications
Resource Management
The planning / allocation of contract resources is available in different modalities to take into account the practices of each and the contractual modes of the company.
Steering & profitability
The charges and income from the contract are aggregated in real time to produce an operating account. Each player in the company follows its financial management indicators independently.
Billing
Forecast billing is automatically generated from sales orders. Management is leading the future and past portfolio of activities.