Welcome to Phocus Sales Management Platform
Elevate Your Sales Department with
Advanced Tools
At Phocus, we recognize the pivotal role that sales departments play in driving business growth. That’s why we’ve created a comprehensive Sales Management Platform tailored to streamline your sales processes and boost productivity. Our platform is divided into four distinct sections, each brimming with features to cater to your unique requirements
1. Dashboard
Our customizable dashboard serves as the core of your sales operations. Tailored to your specific needs, it offers real-time insights into your sales performance. For example, you can track weekly quote requests, sales orders, and compare weekly quotes to sales requests to gauge your sales team’s efficiency. Furthermore, you can generate snapshots for in-depth analysis of sales rates by product type, region, and customer, along with monitoring ongoing sales order statuses in the factory.
2. Quotes
Effortlessly generate quotes for your customers, whether it’s done automatically through our platform or manually by your sales representatives. Access a comprehensive list of all quotes, complete with their detailed information. Tailor quote specifics to meet customer requirements, view requested items, pricing, costs, required materials, submitted documents, related sales orders, and the client’s history.
3. Sales Orders
Create sales orders seamlessly, including your personalized logo and necessary documents, all aligned with your unique preferences. Gain access to a comprehensive list of sales orders, each enriched with its own set of details. Dive into item particulars, pricing details, sales order history, field service support, customer support, and associated documents. Stay informed about your clients’ details and real-time history
4. Clients
Effective client relationship management is paramount. Our Clients section simplifies the process of adding and accessing client details. Explore vital information, including client IDs, names, addresses, websites, points of contact, activity levels, product preferences, sales history, contracts, preferred freight methods, and real-time accounting balances.
Specialized Features:
Reps for Distributors
If you’re a manufacturing company dealing with distributors, our platform incorporates a dedicated Rep section. Effortlessly add reps and access their details, just like with clients.
Options
Explore a wide array of options that can be added to each system. Access documents, pricing, costs, lead times, and invaluable support information.
Devices
Empower your sales team with real-time access to product information, required documents, prices, costs, lead times, and sales history.
Sales Tickets
Efficiently manage inquiries, calls, and questions with our Sales Tickets feature. Create tickets and assign them to the relevant individuals or departments. Keep track of every ticket generated, complete with unique ticket numbers and details related to the unit and sales order.
Conclusion
At Phocus, we’re dedicated to optimizing your sales department’s performance. Experience the power of our Sales Management Platform today!