Services · Industry Solution
Sales Management for Services
In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together. Seamless sales operations from quote to invoice. A sales pipeline integrated with CRM and marketing, flexible quote and invoice management, order tracking and decision-support reporting; the entire customer journey on one platform.
Services context
Why Sales Management works differently in Services
In Services, service businesses center on sector-specific concepts such as service contract, project/contract-based work, field service. In service businesses, contracts, field service and time/cost tracking require functions to track each contract’s profitability and delivery commitment together.
Qera ERP's Sales Management module is set up around the reality of services: Manages service and contract quotes together with price and scope.
- When the time and cost spent on service projects isn't tracked, project profitability is unknown.
- When contract, subscription and recurring service invoices are handled by hand, revenue leakage and errors occur.
- When field service and maintenance jobs aren't planned, teams are used inefficiently and SLAs are at risk.
Capabilities
How Qera Sales Management works in Services
The core capabilities of the Sales Management module, framed for the contract, project and field service needs of the services sector.
CRM-powered sales pipeline
Customer and opportunity data created in CRM is passed to the sales team instantly; representatives personalize the quote-preparation process.
Quote-to-order automation
Prepared quotes turn into orders with a single click; manual data entry drops, human errors are prevented and processing speeds up.
Flexible quote management
Create standard, project-based, quantity-based or special-priced quotes; connect them to automatic approval processes to move high-volume transactions quickly.
Order tracking
Monitor statuses such as new order, awaiting approval and sent to warehouse in real time; provide transparency and confidence for both the internal team and the customer.
Invoice management
Invoice accepted quotes or orders directly; invoices are posted automatically to the relevant accounts and to accounting.
Decision-support reporting
Analyze trends with sales reports, open orders, stock inventory and customer performance reports, and see how close you are to your targets.
Outcomes
What it delivers for your Services business
Concrete gains that show up in services operations when set up right.
- Close the gaps by uniting the entire sales process, from quote to invoice, on one platform.
- Increase processing speed by reducing manual entry and error risk with automation.
- Strengthen customer confidence by providing transparency in order statuses.
- Plan your sales strategies on data with historical data analysis.
Explore further
Related pages
Full details of the Sales Management module, the Services sector page and other Services solutions.
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