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Description
ForwardSales simplifies the management of quotes by allowing users to easily input customer information, including items and their corresponding prices. Each quote features an expiration date and can seamlessly transition into a Sales Order. The system efficiently tracks expiration dates and sends notifications as they approach. With ForwardSales, creating Sales Orders and Credits is straightforward; these orders include essential details such as the customer's shipping address. Additionally, the platform records information about the sales representative, delivery methods, and relevant dates. ForwardSales also provides real-time inventory checks and can generate summarized production orders when necessary. As orders are processed, they become visible to the inventory team, facilitating an efficient picking and filling process. Once items are shipped, inventory levels are adjusted accordingly, and invoices are generated. This financial data can be integrated back into your accounting system for streamlined management. Furthermore, ForwardSales enables users to arrange pickups or deliveries and charge customers accordingly. Dispatchers input customer details, location, delivery or pickup methods, dates, and item specifics, ensuring a comprehensive overview of logistics. The platform ultimately enhances operational efficiency and improves customer service.
Description
How can you enhance your sales strategy? By integrating SalesPresenter with your ERP system, your sales team gains access to real-time, pertinent information, including stock levels. This allows your sales representatives to have an extensive array of catalogues readily available. When a sales order is placed, it seamlessly integrates into your ERP system, eliminating unnecessary administrative work and minimizing errors. With precise data at their fingertips, sales reps can confidently ensure that order lines are fulfilled with current stock figures. The option to purchase a styling module further elevates product presentation to a new level of professionalism. Sales representatives appreciate the user-friendly interface, which is also available in multiple languages. Additionally, the system allows for offline order-taking, making it convenient for events or while traveling, and orders can be uploaded as soon as an internet connection is available. This capability significantly reduces the time spent processing orders after events, allowing your team to concentrate on more critical tasks. Ultimately, showcasing products in a polished manner without the hassle of calculators and paper catalogs enhances overall professionalism.
API Access
Has API
API Access
Has API
Integrations
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
NetSuite
QuickBooks Online
Sage 50
WooCommerce
WordPress
Integrations
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
NetSuite
QuickBooks Online
Sage 50
WooCommerce
WordPress
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FwdMbl Solutions
Founded
2013
Country
United States
Website
www.fwdmbl.com
Vendor Details
Company Name
BlueAlligator
Founded
1981
Country
United Kingdom
Website
www.blue-alligator.com/salespresenter/
Product Features
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Order Entry
Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management
Order Management
Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Order Entry
Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management