Business Need
Our Client is a leading reprographic dealer in UK and was looking for a solution
to automate their business. The solution needed to generate quotations for clients
within a short time and the quote price should be integrated with external accounting
packages. Sales people can use this application to replace the tedious process of
referring large number of supplier catalogues, for communicating their clients over
phone.
The Client
The client is Reprographic Systems of UK and they wanted to migrate from their existing
Contact management application to a full-fledged ERP that will manage their entire
needs.
The Challenge
The challenge in building this application was that it should be user friendly and
at the same time have all the features the sales team will need to. It should also
have the ability to deal with customers over the phone without the need for endless
amounts of supplier catalogues from the sales staff’s desk.
The other challenge was that the application should empower the companies within
the industry to be able to take new sales staff and turn them into competent sales
staff in the shortest amount of time possible.
Building a tool that will synchronize the data between the central database and
the database of the Sales people residing in their laptops was another challenge.
The Solution
Teknokraaft was able to build an ERP for our client which combined a powerful contact
management, quoting, and sales tool specifically designed for the printing consumables
industry. The application integrates an intuitive and effective contact management
system with a specially designed database of products, prices, and suppliers to
enable you to create quotes and orders with maximum efficiency.
The program is a complete sales tool and has the option to integrate with other
account packages to allow orders to be entered and stock levels to be observed and
changed through the package. Compiling a quotation has never been easier by using
the search engine to find the products that wish to quote, then adding these products
to quoting basket. The link to Microsoft Word allows the quoted products to be automatically
merged into templates and printed out ready for dispatch in minutes.
The application also includes a synchronisation utility to allow the user to import
or export a selected subset of the application database, such as the customers,
quotes, and orders for a particular salesperson. This subset of the database can
then be used remotely, such as on a laptop being used away from the office. A synchronisation
tool then allows you to synchronise any new information with the main database,
to import or export any contact information, quotations, or orders made by the salesperson
while on the road.