Sales and Projects is a complete workflow driven module covering all the features. From raising a sales enquiry and moving to sales proposals by carrying out technical evaluations and submitting the bid/s. Upon successful bidding, leads to generation of sales orders and handover of the project to Project team and subsequently handing over to Operations.
Tool covering the features of Sales Enquiry, Sales Proposals, Sales Orders, until Handing Over to Operations.
This module allows generating sales enquiry and sales proposals covering the details of the business unit, location, project name, client, entity, sub business segments, competitors details, enquiry details, technical evaluation and approval, and submitting bids. If successful, create the sales order for the project.
It is tightly integrated with Accounts and HR Modules through Project WBS concept, allowing to capture time sheets, expense claims for the projects, and view the relevant costs at various levels including in the financial statements.
Dashboards are made to allow for easy viewing and carrying out of the day-to-day operations related to approvals and processing.
Dashboards for Go and Get Probability available to identify the probability- (Go is the Probability that the Project will Materialize, Get is your Probability that you will win the Opportunity if it is a GO).
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