Quote/Order management

Client Testimonials 

“Highly knowledgeable and very fluent in communication. Explanation and clarification of subject matter with incredible patience.”

- Global Management Consulting,
CRM Marketing Manager,
Australia

Today every business be it Product or Service companies need to have two distinct and mandatory functions, one customer facing and the other being Backend Operations for overall organization effectiveness.

CRM at the front end and Quote / Contract / Order Management Systems at the backend are totally two different platforms. If a CRM system has no idea about what is happening in the backend, the end user who is looking for support may end up being frustrated. Companies would be doubly benefited if these two powerful sets of tools are in conjunction.

CRM++ Quote, Contract & Fulfillment Management Toolkit allows Oracle CRM OnDemand systems to take care of Quote, Contract and Fulfillment aspects of Business. This additional functionality provides a unified interface to customer’s fulfillment requirements. These details can also be linked with the Third Party Quote / Contract / Order / Fulfillment system, using simple data exchange or custom integration in case of complex requirements.


Features:

  • Contract creation & editing outside CRM OnDemand.
  • Automatic generation of fulfillment lines for Contracts.
  • Ability to incorporate Business Processes as rules that can be applied on contract data.
  • Developed as an easy plug-in for CRM OnDemand.
  • Contract and Fulfillment data is made available for custom analytics and reporting.

Business Benefits:

  • Management of Contracts outside CRM OnDemand.
  • Bulk import of Contract and fulfillment lines.
  • Allows secure Contract update by multiple Departments using external rule engines.
  • Supports Analytics and custom reporting.