Netflexity, LLC.
Everest

Sales Capabilities

Your sales force is the lifeline that keeps your company growing. Your sales people need instant access to up-to-date customer/prospect databases, product specifications, pricing, and stock availability. The sales management feature in Everest allows your team to quickly and efficiently quote prices, convert quotes to orders in a single click and commit stock, pick products for shipment, and print invoices. Simply put, Everest equips your sales staff to service customers instantly by providing easy access to all the information they need – including order status, stock status, current pricing, and much more. In addition, Everest offers third party catalog lookups, storage and validation of credit card information, integration with leading credit card processors, freight estimation and shipping software.

"Everest has definitely paid for itself; it has saved us a lot of money and time. You definitely get your money's worth. I think no business can run as smoothly without an automated software solution like Everest. I would definitely recommend Everest."

Saam Tariverdi
E-Commerce Operations
ePhotoCraft.com

Everest Overcomes Your Sales Concerns

My sales people are unable to focus on selling because they are always chasing fulfillment to track down the status of orders
With Everest, any employee in your organization can instantly access the status of every order, saving time and runaround. Not only does Everest capture every step of the order process, it also captures shipment details such as the tracking number, name of the carrier, and the date of shipment. If the order is still in process, automated pop-up comments can point out important details such as why a shipment is delayed or critical last-minute information needed for the final delivery process.

I can't get my sales people to consistently up-sell high margin accessories, services, or related items with every order
Everest can automatically prompt your sales staff to offer related products in addition to their primary purchase, even on the first day on the job. You'll ramp new sales reps faster and consistently increase customer orders by simply recommending accessories and related items with each and every order. In other words, Everest empowers your sales persons to consistently up-sell and cross-sell your other products and services.

I am unable to quickly create and easily manage sales quotes for my customers
Everest lets your sales people create sales proposals with ease - and speed. They can quickly search and find all the required information needed for creating sales quotes. They can add items, notes, kit templates and easily copy previous quotes, orders, and invoices. In fact, with Everest your sales people can create a sales quote in under a minute. And when the time comes to convert a sales quote into an order, they can do so at the press of a button.

I can't easily track all the information I have on my customers
Custom tracking allows you to gather any type of information on customers you want. Any information can be required or optional for each new account created. You can then perform market sensing on your customers to understand where your sweet spot is. You can also send targeted e-mail blasts to specific, definable groups of customers or prospects, to capitalize on sub-market trends and opportunities.

I would like to automatically receive reports on the profit margin of the items I sell
Everest provides a large variety of pricing schemes that lets you automatically provide the right price for the right customer. You can define pricing and discount structures based on customer's purchase quantity or classification, cost-plus basis, and more. The profit-analysis tool in Everest allows your sales people to view the profitability of the proposal even as they create it and automatically adjust the prices based on parameters they select such as the desired profit margin or profit amount.

I would like to offer different levels of pricing and discounts to customers
Everest allows you to classify your customers under various categories or levels; for instance, Most Preferred, Platinum, Gold, etc. - and define a pricing and discount structures applicable to each customer level, customer's purchase quantity, or a combination of both. Once the pricing and discount structures are set, your Sales people will automatically have the right price for any particular customer and with the right discount applied.

I'd like to accurately forecast sales each month
You can plan operations more effectively with opportunity management. In Everest, each opportunity has a stage, value, probability and other details associated with it so you can get a clear picture of how a given sales period is likely to turn out.

I want to manage my sales cycle
Everest allows you to configure many aspects of the sales process so that it will match your company. Each sales rep has a pipeline allowing you to see which reps are doing well and which are falling behind. An audit trail is available on each opportunity so you can see the complete history of a deal as it has gone through your sales cycle.

I am unable to quickly and effectively calculate or produce sales commission reports
Everest gives you unmatched flexibility when it comes to calculating sales commissions. You can specify which items are commissionable, define commission percentages for an item or item category, calculate commission based on sales, profit, or for any sales rep. You can also compute profit-based commission using a wide range of cost methods of your choice. Everest even allows you to calculate commissions only on fully paid sales.

Key Features
Quotations
Sales order/back order
Instant profit analysis (item/document level)
Promotional/volume/ customer-level pricing
Specific customer pricing (per item/category)
Store/validate credit card information
Multiple shipping/contact addresses
Credit card processing option (requires ICVERIFY®*)
Commission calculation
Sales commissions
Pole display and cash drawer support
Fax cover & letters for proposals
Lease/rental pricing on quotes
Security code (CVV2) processing for fraud prevention
Improved batch payment processing
Accept payments on back ordered documents
Apply overpayments as miscellaneous deposits or give change due
Apply multiple payments at once from inside documents
Prompt with related items when out of stock items are selected
Prompt with add-on items for up selling
User defined freight rates
Modify quantities in unposted sales invoices and credit memos
Stock status beside line items to indicate product availability
Special pricing based on document total
Special pricing for an item tracking selection
Special pricing for freight rates
Simplified pricing for related items
Advanced kit pricing
Negative pricing allowed in documents
Special pricing for customers of a specific pricing level
Special pricing for customers of a specific state
Promotion based pricing
   
See the detailed feature list
   
Everest Overview
Demos
Integrated Business View
Detailed Features
Awards
 
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Copyright 2008 Netflexity, LLC. Netflexity, LLC.