Customers and Sales Management

Gain complete insight of your customer opportunities and orders, including net sales, sales by product mix, order fill rate, customer lead time, and customer retention index. Communicate results with built-in dashboards, self-service queries, and a library of pre-configured metrics and KPIs. Perform ad hoc analysis on enterprise-wide customer and sales data, across multiple manufacturing locations, without any programming knowledge.

Meet customer expectations by keeping track of customer release information, including due dates, quantities, item and order numbers, and cumulative requirements. Input, track, and fulfill spot buys, blanket orders, and releases. 

Set up standard master pricing and cross-customer pricing information, based on volume discounts or other user-selected parameters. Manage flexible commission payment structure by salesperson.

Maintain a comprehensive view of each customer opportunity, including expected revenue, expected close date, interactions, quotes, and converted orders for day-to-day lead prioritization. Improve relationships with your customers by assessing and tracking customer satisfaction using color-coded levels and status notes.

Compute sales forecasts by period, with comparisons of actuals versus goals. Maintain competitive intelligence, including strengths and weaknesses, to guide your salespeople.

Allow customer employees to directly communicate with your business, securely and proactively, at no additional cost. Enable your customers to view work in process and finished goods inventory for their orders.

Empower customers to manage consignment inventory, view current and historical transactions, keep an eye on returns, and measure the quality of service/product received. With Plex, customers can take a more active role in their purchasing process, including sharing product specifications as part of the production part approval process (PPAP).

Take advantage of our partner application from Authorize.Net to ensure secure, fast, and reliable credit card processing transactions. Rely on highly configurable and repeatable workflows to promptly process requests for quotation (RFQs) from your customers.

Build detailed cost estimates with material costs, process operations, and difficulty factors to monitor profitability of your sales decisions. Exceed customer expectations with automatic replenishment of vendor-managed inventory and inventory retirement algorithms.