Sales/CRM Management


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Manage Sales and CRM in NG Erp

NG erp provides "out of the box", a full featured CRM/Sales Management and comprehensive Post Sales and Field Service management modules available in the market. No third party CRM required, no integration cost, no additional cost of implementation. NG erp provides the tools to enable you to deliver expected results in today’s demanding market. Tight integration with Microsoft Office/Outlook 2010 provides all needed tools for your sales team: Campaign management/Opportunity/Quote/Order/Calls/RMA/Sites Management and much more.

Dot Campaign/Leads/Opportunities

• Create and manage marketing campaign activities including cost, revenue and opportunities.
• Track opportunities by Customer, Product, Sales Person, Sales Type, Sales Stage and more.
• Summary Command Centers for simple management of prospect information.
• All information quickly converted to Quotes.

Dot Contact Management

• Quickly sort, filter and view Customer and Vendor information.
• Emails, tasks, notes, and events automatically sent to Outlook 2007.
• Manage Activities, Opportunities, and Tasks.
• Share contact events across the company.

Dot Opportunity, Quote and Sales Orders

• Quickly convert Quote to Sales Orders.
• Flexible Ship To, Bill To, and Care Of addressing.
• Optional signature authorization processing procedure.
• Attach related files to Sales Order for simple referencing throughout order
processing and customer history.

Dot Comprehensive Sales Reporting

• Commission management includes multiple sales person per invoice, split commission, commission distribution reports and more.
• Integrated reporting and charting dashboard by Product, Customer, Salesperson, Campaign
• Dynamic charting and analysis of sales and shipments

Dot Service/Field Call Management

NG erp includes a comprehensive set of processes to manage customer interactions. ability to easily and quickly open, track, report on, and close calls. Customer history is a click away, with access to related information such as Sales Orders, Product, Site and Event History.

Dot Documents and Call Notation

Documentation can be attached to each step in the lifecycle of a Product, Order, or Call, and can be classified by type and location. All elements within NG erp include a full set of note fields, supporting both free-form text and user-definable standard note clips. Notes are time/date/user stamped.




  • Customer Center

    Customer Center.

  • Contacts

    Contact Center.

  • Campaign Center

    Campaign Center.

  • Opportunity

    Opportunity Center.

  • Quote Center

    Quote Center.

  • Sales Order

    Sales Order Center.

  • Job Center

    Projects/Job Center.

  • Call center

    Service Calls center.

  • Inventory

    Inventory Center.

  • Call Schedule

    Service Orders Dispatch/Schedule Center.

  • Call Schedule

    Return Material Tracking and Repair (RMA).

  • MRP

    Materials Requirements Planning Center.

  • Wo

    Work Orders Center.

  • Ship

    Shipping/Distribution Center.

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