SetXRM Products
SetXRM Sales Management
The entire sales cycle, from opportunity to invoice and from orders and quotes to campaigns.
Overview
SetXRM Sales Management is designed to run the sales process, from the first opportunity through shipment and after-sales services, with accurate and actionable information at every step.
With complete sales force automation, your sales team collaborates with everyone in the business and sells more effectively. They quickly access target and actual revenue, sales plans, customer needs, buying trends and account information to close profitable deals.
- Order and quote management
- Campaign management
- Sales activities and workflows
- Contract management
- Project management
- Shipment management
Features
Powerful tools for your sales team
Fast quotes
Prepare quotes instantly from your standard templates and send them by email; calculate cost, profitability and discounts on the spot.
CBRT exchange rates
Create quotes in any currency using daily Central Bank of the Republic of Türkiye rates, use different rates on different lines and add product images.
Accounting integration
Check stock levels and customer balances through ERP integration while preparing a quote.
End-to-end flow
Once a quote is approved, track order, purchasing, stock, shipment, invoicing and technical service steps simultaneously.
Campaigns and promotions
Define promotions such as customer-category price lists, time-limited discounts, free products, points and period bonuses.
Mobile sales
Integrate your field sales team into the system and manage operations in real time.
Marketing and price management
With SetXRM Marketing Management you can maintain a customer database, segment customers, and create and manage campaigns tailored to individual customers or customer groups across all channels, including phone, SMS, email, web and direct sales. It evaluates metrics such as customer lifetime value, loyalty, acquisition and retention cost, and profitability per customer.
Price lists can be given an expiry date so that they are automatically withdrawn after that date. Product prices are linked directly to price lists, so a high-volume customer can be shown a quota-discounted list while a customer buying smaller quantities sees a different one.
A tailored demo of SetXRM Sales Management
Tell us what you need and we’ll design SetXRM around your business processes together.