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Sales and Customer Service

QuickEasy BOS Includes features to manage all aspects of customer engagement — from initial sales prospecting to account management. Here are some of the ways QuickEasy BOS can make you more efficient:

Customer Service Management

Centralised Management

Create a Service Type to manage customer issues

  • Capture and track all customer enquiries for sales, production, and accounting.
  • Capture and display all current and past issues for each customer.

Service Cost and Revenue Tracking

Manage services using the service manager

  • Monitor service-related costs and revenue streams.

Contract Management

Manage services using assets and the service manager

  • Manage maintenance schedules, metered, and other contracted services.
  • Track service delivery against Service Level Agreements to improve accountability and customer satisfaction.

Job Cards and Resource Allocation

Link timekeeping to the service tickets

  • Generate job cards for service activities, assign technicians and service teams, track job completion and feedback.

Sales Management

Customisable Quotations and Invoices

Quotations can be copied to create Invoices

Quotation and Opportunity Management

Document sales leads and follow up

  • Create and manage quotations linked to sales opportunities, ensuring seamless progression from enquiry to confirmed order.
  • Assign activities, set deadlines, and track progress to ensure consistent follow-up and improve conversion rates.

Sales Reporting

Quotations can be copied to create Invoices

  • Drilldown into sales data with customisable reports to understand pipeline performance, win rates, and sales trends.
  • Filter sales transactions by rep and by customer.

Copy Customer Transactions

Create a single transaction chain from start to finish

  • Copy quotations to sales orders.
  • Create pro-forma invoices and confirm production schedules.

Account Management

Extensive Customer Records

Save all customer information in one place

  • Capture all the customers’ information on a single interface, including contact people, their positions and email addresses.
  • Capture additional information using custom attributes.
  • Attach credit applications and contracts to the customer accounts. Record expiry and reminder dates.
  • Update customer records when interacting with them using the mobile app.

Create and link service tickets

  • Capture, assign, and track queries related to invoices, payments, credit notes, and statements to ensure accurate and timely resolution.
  • Links service tickets such as account queries to the relevant invoices, payments, or credit notes, to maintain full visibility and traceability.
  • View real-time reports on open, resolved, and overdue account queries to help identify bottlenecks and improve financial operations.

Learn More

  1. Customer Records: Why Smart Customer Records are the Heart of Modern Business
  2. Complete Information: Maximising Business Efficiency with Complete Information
  3. CRM: A CRM solution that integrates with accounting and inventory management
  4. CRM: Best CRM for Small Manufacturing Businesses
  5. Customer Relationships: Conquering Your Customer Relationships: The Ultimate QuickEasy BOS Guide
  6. Customer Transactions: From Quote to Cash: Take Control of Customer Transactions with QuickEasy BOS
  7. Debt Collection: Control Your Debt Collection: The QuickEasy BOS Debtors Clerk Playbook (How to Get Your Cash Back Faster)
  8. Debt Collection: How to Use QuickEasy BOS to Manage Debt Collecting (Without Losing Customer Relationships)
  9. Deliveries: How to Simplify Deliveries and Delight Customers with QuickEasy BOS
  10. Emails: Clean, Consistent Customer Emails—Automatically
  11. Price Lists: Set the Right Price for Every Customer, Region, and Market
  12. Quotations: Why Quoting Is Easier, More Accurate, and More Professional in QuickEasy BOS
  13. Sales Leads: Turn Every Sales Lead into a Smarter Business Opportunity
  14. Sales Processes and Features: The Ultimate Sales Playbook: How QuickEasy BOS Powers High-Performance Teams
  15. Service Tickets: Boost Productivity with Smarter Service Ticket Management

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