DIGITALIZATION OF SALES ACTIVITIES
Modern solutions for higher sales and happier customers
SALES SOFTWARE
How do Senior Software solutions support digitalization in sales?
Digitalization in sales means rethinking and reorganizing company processes, from the planning and budgeting phase, throughout sales activities and up to the analysis stage.
Senior Software solutions and consultants make the digital transformation of sales departments possible. Thus, regardless of the sales method, you can get:
- Complete visibility over the pipeline and team performance
- Automate repetitive tasks and reduce processing times
- Flexibility in managing direct sales, through partners or online
- Structured processes for all sales models
- Detailed reports and analyses for fast and informed decisions
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Planning4
analysis1
Budgeting3
executionCPM
Planning and budgeting of sales activities
Automating budgeting processes provides complete visibility, from customer segmentation and target setting, to improving decision-making. Business performance management solutions enable realistic revenue planning, quickly combining historical data and budget estimates. Thus, companies can increase sales performance by:
- Optimal planning of sales areas and targets
- Efficient allocation of individual targets
- Sales incentive and bonus management
- Correlating sales plan with P&L
- Forecasting results based on ERP / SFA / CRM / HR data
TRANSACTIONAL SALES
Efficient sales process for companies with a high
volume of transactions
When inventory, orders, prices, and deliveries are synchronized in real time, every customer interaction becomes an opportunity managed efficiently and without delays. A well-integrated system eliminates bottlenecks, reduces errors, and supports a smooth buying experience, from the first click to the final delivery.
Optimize prospecting and increase team performance
Efficient prospecting requires quick access to up-to-date information, complete visibility over leads, and the ability to correctly prioritize commercial opportunities.
Features
- Create and manage databases with potential customers
- Identify prospects based on history and segmentation criteria
- Configure lead qualification and prioritization criteria
- Centralize all leads in a single database
- Automatically assign prospects to sales agents
- Record and track commercial activities associated with each lead
- Integration with multiple lead generation channels (online forms, campaigns, etc.)
Get complete control over field activities
Creating and sending offers becomes a fast and standardized process, thanks to the automatic retrieval of information from the system, which guarantees the correctness and personalization of each offer.
Features
- Planning visits by area, route and agent
- Reporting visits directly from the mobile application
- Access to data on stocks, orders, commercial conditions directly from the field
- Automatic assignment of tasks for agents
- Configuring objectives and tracking the degree of achievement
- Viewing customer locations and integrating with maps
- Automatic generation of activity reports
Plan, approve and manage offers in an integrated way
Features
- Create offers based on price lists and contractual conditions
- Automatic access to commercial policies and negotiated discounts
- Configure and use predefined offer templates
- Record and update the status of offers (sent, accepted, rejected, etc.)
- Send offers directly by e-mail from the system
- Convert the offer into an order, without re-entering data
Ensure traceability and compliance of commercial policies
Features
- Definition of commercial policies by customer, group, channel or period
- Automatic application of prices and promotions to quotation/order
- Configuration of validation rules for approved policies
- Establishment of discounts, payment terms and credit limits
- Automatic takeover of conditions on sales documents
- Imposition of restrictions when exceeding limits or outstanding invoices
- Integration with the financial module for balance verification
- Management of commercial exceptions and approvals
Optimizes the entire order intake and processing flow
Features
- Enter orders from multiple sources (field, call center, online store)
- Automatic validation of stocks, prices and credit limits
- Instant transmission of orders to management systems (WMS)
- Order processing through successive stages (confirmation, picking, delivery)
- Automatic validation of stocks, prices, discounts, etc.
- Automatic identification of non-conformities: differences, shortages, delays
Monitor the financial situation of each customer in real time
Features
- Identification of overdue amounts, grouped by delay periods
- Display of credit limits defined according to commercial policies
- Automatic calculation of available credit based on the balance
- Centralized viewing of customer balances
- Automatic blocking of orders for customers with overdue invoices
- Integration with sales and quotation modules, with transaction-level validations
- Access to payment history and financial documents related to the customer
- Generation of automatic alerts when the credit limit is reached or exceeded
Get full control over stocks in the sales process
Stock management is fully integrated into the sales process, with information being updated automatically and in real time, right from the bidding or ordering stage.
Features
- View available stocks by locations, lots and packaging units
- Generate automatic alerts for minimum or unavailable stocks
- Automatic stock reservation, regardless of the sales channel
- Integration with WMS to update warehouse movements
- View history of stock movements by items, locations and periods
- Validate stocks in the bidding and ordering stage, with blocking in case of shortage or expiration
Ensures consistency and control of price policies
The system fully integrates the price management process, automatically applying the rules defined in all points of sale and maintaining commercial coherence.
Features
- Definition of price lists by customers, products, channels or work points
- Automatic application of prices in offers and orders, according to the defined rules
- Simultaneous management of standard, promotional and negotiated prices
- Automatic validation of prices to comply with commercial policies
- Mass update of price lists, with versions and validity periods
- Automatic calculation of the final price depending on quantity, packaging and VAT
- Viewing the applied price, discounts and calculation source
Automates invoicing and ensures transaction traceability
Invoicing becomes a fully integrated process in the commercial flow, each document being automatically generated based on orders or deliveries and correlated with the agreed contractual conditions.
Features
- Automatic issuance of invoices based on orders or deliveries
- Multi-currency, multi-company and multi-workpoint management
- Automatic validation of terms, quantities, prices and contractual conditions
- Sending invoices by e-mail or integrating with external systems (EDI)
- Tracking payment status and consulting invoice history
- Issuing partial or multiple invoices for a single order
- Automatic adoption of commercial policies: negotiated prices, discounts, VAT
- Automatic generation of proforma invoices, advice notes and credit/debit notes
Integrates the automatic exchange of data and documents between partners
Through Electronic Data Interchange (EDI), the exchange of data and documents between partners is carried out automatically and standardized, ensuring the accuracy of information and complete traceability of transactions.
Features
- Automatic takeover of orders, notices and invoices
- Transfer of documents in standardized formats
- Management of large volumes of documents
- Transmission of documents to IKA
- Automatic validation of data before transmission and processing
- Archiving of documents according to electronic exchange flows
- Ensuring data security and integrity during the transmission process
WHAT CUSTOMERS SAY
Agroland efficiently connects customers to product offerings with integrated systems
With the ERP system from Senior Software, we have considerably improved the way we work and gained full control over the business. The BI solution, based on ERP information about purchases, sales, margins, stocks, but not only, helps us make the right decisions and anticipate future developments. Without such a system and without the reports that we have built over time, it would be impossible for me to run such a complex business.
TRANSACTIONAL SALES TOOLS
Sales without syncope, regardless of volume
By digitizing and automating processes – from product listing and price management, to order taking, payment processing and inventory updates – companies can respond promptly to market demand, reduce operational errors and support high transaction volumes, regardless of the sales channel used.
- SFA
- B2B
- B2C
- POS
- Marketplace
Automating field sales team activities brings control, visibility and speed to sales processes. With an SFA solution integrated into ERP, agents can access and record information directly from the field, reducing reaction time and eliminating errors.
- Taking orders directly from the field, with automatic validation of stocks and prices
- Quick access to customer history: orders, payments, commercial conditions
- Real-time visualization of promotions, discounts and active campaigns
- Issuing documents (orders, notices, invoices) directly from the mobile device
- Planning routes and visits with automatic allocation per agent / area
- Automatic reporting of sales activities (visits, discussions, orders)
- Product catalog management, with unlimited number of features
- Downloading commercial conditions from ERP / contract systems
- Real-time updating of stocks, prices
- Automatic transmission of orders to ERP / warehouse
- Automatic generation of AWBs
- Integration with courier management software
- Access to information about invoices, orders, payments
With the ecommerce platform designed for business-to-consumer commercial relationships, users can achieve maximum visibility and higher sales at low costs. What a B2C platform from Senior Software offers:
- Unlimited options for product exposure and detailing
- Multiple payment methods
- Courier integration function
- Feeds for price comparisons
- Customer promotion and loyalty methods
- Real-time updates for stocks and prices
- Integration with courier management software
Integrating POS with software tools allows for quick information retrieval and streamlining of each work step involved in selling through stores. Those who use the POS solution from Senior Software have functionalities available for:
- Real-time processing of card payments
- Real-time reporting for multiple locations
- Establish prices and promotions with validity periods
- Manage sub-items by size, colors, styles
- Manage cash & carry operations
- Fulfill orders from any store or warehouse
Listing products on a marketplace plays an important role in increasing sales and promoting your business. Through a sales platform like Trada, businesses gain increased visibility on the market, as well as a quick way to sell their products. The marketplace platform from Senior Software includes:
- Online sales platform with a wide range of items
- Easy product listing on the platform, with zero risks
- Infrastructure for selling products, without extra investments
- Product listing by category and subcategory groups
- Filters for searching products by price, category, material, brand, etc.
- Multiple, secure online payment methods
CONSULTATIVE SALES
Total control and visibility in managing complex
business relationships
Senior Software supports complex, recurring or project-based sales by automating key activities, consolidating information into a single database and aligning workflows between teams. This way, the sales team acts as one, with quick access to relevant data and complete control over commercial performance.
Optimize the flow of managing leads and contacts
The advanced system from Senior Software allows the capture, organization and distribution of leads to sales teams, facilitating their conversion into concrete opportunities.
Features
- Capture leads from multiple sources (forms, emails, events)
- Automatic assignment of leads to sales representatives
- Tracking interactions and activities associated with each lead
- Classification of leads from external files with sorting by personalized criteria
- Automatic conversion of leads into accounts and active contacts
- Import and bulk editing of lists of contacts, customers or opportunities
- Automatic capture of contact data through image recognition
- Generate automatic alerts and notifications for new leads
Optimally manage your product portfolio
The efficient centralization and organization of customer data allows for a personalized and well-documented approach to each commercial relationship.
Features
- Full view: contact data, opportunities, orders, contracts
- Customer segmentation by commercial criteria, territories or behavior
- Integrated history of interactions, documents and associated activities
- Complex account management: subsidiaries, company groups, multiple contacts
- Automatic association of documents and activities to the customer account
- Integration with marketing for targeted campaigns based on history
Efficiency of the entire sales flow quotation process
The integrated resource management system allows for rapid generation of quotations, respecting the agreed commercial conditions and ensuring complete visibility over the process.
Features
- Generate quotations directly from opportunities or leads
- Use predefined templates to standardize quotations
- Send quotations by e-mail directly from the system
- Monitor quotation status: sent, accepted, rejected
- Automatic links between quotation, customer, activities and orders
- Access to all associated documents and interactions directly from the quotation window
Get full control over sales opportunities
Opportunity management provides a clear view of the status of each potential sale, facilitating revenue planning and forecasting.
Features
- Define personalized stages of the sales cycle
- Assign responsibilities and deadlines for each opportunity
- Monitor progress and update status in real time
- Multi-departmental collaboration on each opportunity with centralized activities
- Create orders and offers directly from the opportunity
- Analyze opportunities by criteria (source, stage, value, conversion rate)
Efficiently monitor contracts and associated deadlines
Efficient contract management ensures compliance and quick access to relevant information, being essential in consultative selling.
Features
- Centralized storage of contracts with controlled access
- Document versioning and change tracking
- Set alerts for renewal or review deadlines
- Automate contract approval and signing flows
- Attach supporting documents (PDF, Word, Excel)
- Automatically send notifications when contracts or SLAs expire
Increases the accuracy and speed of the order generation process
Conversion of opportunities into orders is done fluidly, eliminating redundancies and accelerating the sales process.
Features
- Automatic transformation of accepted offers into orders
- Automatic retrieval of information from the offer and contract
- Validation of stocks and prices at the time of order generation
- Integration with management systems for order processing
“The ERP solution shows you if you have the product at the supplier, ensures that orders are complete and automatically generates supply orders. Thus, the processing time of an order was reduced by 65%.”
Marius Puscas, General Manager – Trek Tor Sell
Simplify the invoicing and collection tracking process
Correct and efficient invoicing ensures transparent and fast financial flows, indispensable for maintaining healthy cash flow and customer satisfaction.
Features
- Automatic invoice generation based on validated orders
- Automatic validations regarding prices, discounts and payment terms
- Support for multi-currency and multi-company invoicing
- Automatic association between invoice, order and contract for complete traceability
- Sending invoices electronically, with delivery status tracking
- Monitoring payment status and collection reports
- Managing penalties and automatic notifications for payment delays
- Automatic recording of collections based on bank statements
Ensure transparency and fairness in sales activities
The SeniorXRP system allows the configuration and automation of approval flows, providing traceability and complete control over complex commercial processes.
Features
- Configure personalized approval flows for offers, contracts, etc.
- Restrict access to client accounts or types of operations
- Automatic notifications based on initiated activities or critical thresholds reached
- Activity tracking and task delegation directly from the platform
- Automatic reallocation of pending approval requests
- Audit and archiving actions for traceability and compliance
Resolve requests quickly and maintain transparent communication
Providing quality after-sales support is vital for maintaining customer satisfaction and loyalty, contributing to strengthening long-term relationships.
Features
- Intervention planning and resource allocation through an intuitive interface
- Request tracking and intervention history for each customer
- Management of service contracts and SLAs
- Customer access to the self-service portal for requests and information
- Automatic sending of notifications regarding deadlines
- Create and track support tickets or service requests from the customer's account
Clienti
CRM
The key tool in consultative selling
Senior Software’s CRM system provides complete visibility into customer relationships and optimizes collaboration between sales teams.
- Complete centralization of customer data, contacts, interactions and sales history
- Integrated management of leads, opportunities and follow-up activities
- Automate workflows and notifications to track sales status
- Enable multi-departmental collaboration through real-time access and updates
- Direct integration with quotes, contracts and orders for complete traceability
- Campaign management and customer segmentation for targeted approaches
SUPPLY AND DELIVERY
Increase sales performance through an integrated supply chain
A synchronized logistics with the commercial activity ensures delivery accuracy, fast response times and an improved customer experience. Senior Software’s WMS solution offers complete control and speed in execution for sales teams.
- Automatic order taking from all sales channels
- Real-time management of stocks and stock reservations
- Correct packaging and full traceability of each order
- Integration with courier companies for AWB generation, fast delivery and tracking
- Efficient processing of returns and stock adjustments
- Configurable prioritization rules for order processing
MONITORING AND REPORTING
Evaluating sales performance and identifying
growth opportunities
Digitalizing sales monitoring and reporting processes simplifies the activity in companies, providing essential information for making the right business decisions. Quick access to updated and accurate data allows analyzing the performance of sales teams, optimizing strategies and identifying new growth opportunities.
- Sales monitoring
- Performance management
- Operational analytics
Modern business management solutions include functions and tools that allow for close monitoring of sales processes, rapid retrieval of data of interest, timely completion of work stages, improved communication and easy visualization of relevant information:
- Approvals, Alerts, Tasks, Allocations
- Functions for automatic sending of SMS, E-mail
- Native dashboards, export to Excel, pivot reports
- Predefined dashboards for sales performance management
Sales analysis features in the performance management system help companies control the sales cycle, monitor sales performance, and effectively manage sales teams. What you can analyze with the sales performance management solution:
- Growth areas that allow for efficient reorganization of the sales force
- High-demand product categories by area for adjusting strategies
- Peak periods determined by seasonality or market changes
- Team or individual performance and the degree of target achievement
- Patterns in customer purchasing behavior
- Budget requirements regarding the sales area
Senior Software’s enterprise performance management systems include Operational BI features, which allow monitoring of key processes in the company and making informed decisions based on updated data. Useful for both managers and other employees, Operational BI offers:
- Quick visualization of trends and emerging issues in operations
- Generation of ad-hoc reports with drag & drop functionalities
- Easy access to key indicators for all levels of the organization
- Intuitive analysis tools for monitoring daily performance
