Some of our favorite best practices:

- Enabling Notifications, outside sales people are notified via email automatically when a quote is created or modified for one of their Customers or Distributors.

- Setting Quote Reminders “pre-sends” a follow-up email at a future date the user selects.

- Report auto generation allows managers to receive custom Quote, Expense, Opportunity or Commission Reports emailed to them daily, weekly or monthly.

- “Monthly Report Day” can be replaced with custom fields in Opportunities. Users maintain three Opportunities per line; all will be rolled up into the manufacturers’ monthly format.

- Maintain Contact “Types” for targeted mailing to Engineers, Purchasing or Branch Managers and OEM’s, Contractors and Distributors.

- Generate Open Quote logs by distributor for sales management meetings.

- Record RGA’s in “Cases” for 360° instant access.

- Convert Quotes into Opportunities to feed monthly reporting requirements.