Pallet Sales/Prospecting

There are many ways OmniAdministrator helps you and your sales force. It start with providing access to all the customer information through the internet from any computer and smart phone. Then it ties the sales team directly into the inventory and order handling, so they can add orders and check the status of these in real time. Let us take a look at some of the tools available to the sales people:

Link to all customer data from the contact point.
You can easily access nearly all the needed customer information from the contact point for either your computer, or smart phone for when you are traveling. By having one access point to all your customer contact info and other important data makes it very easy to use. More information about Contact Point here.

Information security.
First, OmniAdministrator has bank level security. However, this is rarely your biggest risk for loosing valuable data. People is the problem. OmniAdministrator solves these common problems: Lost laptop with customer data and even works personal data, Sales person keeping all the sales data when they go work for a competitor, and no tracking of who accesses your information.

Mobile work force (and multiple locations).
As OmniAdministrator is web-based it can be accessed from any computer with an internet connection (high speed preferred) and even your smart phone. This means your sales team members has access while traveling and even from a home office. Actually, web-based is even more convinient for companies with multiple locations as these can all work seamlessly together.

Detailed communication history.
As team members create faxes, letters and emails these are stored under the communication history together with any notes the users enter under the customer.

Order History.
On the main contact point page you will see all the open orders listed and their order status (confirmed, shipped, etc) and with a single mouse click you can access the complete order history for the customer. Under each order you can see the details, such as: Order date, ship date, tracking number, packing lists, payments, and much more.

Prospecting.
Normally as you are trying to land a major new customer/contract you wish to keep track of the progress and keep the sales team informed. The prospecting help you keep track of all your major sales opportunities. However, in the pallet business you are not like to use this feature for your every day orders for each customer.

Emailing integrated directly with the contact point.
Since emailing is tied directly into the system you can easily see incoming emails to any team member listed under the communication history notes. Plus any email sent is automatically stored here as well. Basically email integration has reached a much higher level than any other system and naturally all these email functions are integrated into the mobile version for smart phones.

Virtual faxing directly from you computer.
The system comes standard with a build-in e-fax™ setup, so you can send faxes directly from your computer without wasting time on first printing a fax and then going to the actual fax for sending it. With the virtual fax it is as simple as creating faxcover (and attaching the document) and pressing SEND. The features is most important for your traveling team members.

Better training of new sales team member.
Since you have access to all the customer information and communication history you can easily go over the workday with a new sales person and use this for training purposes. We have actually found this extremely useful.

Naturally these are only the highlight of the benefits of a fully integrated business administrative system for your sales department. If you would like a demonstration, please do not hesitate to contact us.