Sales / Customer relations (CRM) management

NG 365 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 365 provides the tools to enable you to deliver expected results in today’s demanding market. Tight integration with Microsoft Office/Outlook provides all needed tools for your sales team: Campaign management/Opportunity/Quote/Order/Calls/RMA/Sites Management and much more.
Campaign/Leads/Opportunities
• Create and manage marketing campaign activities including cost, revenue and opportunities.
• Track opportunities by Customer, Product, Salesperson, Sales Type, Sales Stage and more.
• Summary Command Centers for simple management of prospect information.
• Easily converted to Quotes ot Orders.
Contact Management
• Quickly sort, filter and view Customer and Vendor information.
• Emails, tasks, notes, and events automatically sent to Outlook.
• Manage Activities, Opportunities, and Tasks.
• Share contact events across the company.

• 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.

• Commission management includes multiple salesperson 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

NG 365 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.
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 365 include a full set of note fields, supporting both free-form text and user-definable standard note clips. Notes are time/date/user stamped.