Commercial management
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Organize your customer relationship, seize opportunities

  • Business Management Module for SMEs

Master all aspects of your business management

Having an ERP with a commercial management module is a significant asset for the productivity of your SME. Indeed, such functionalities allow you to have a 360° visibility of your commercial activity by centralizing key information relating to sales, purchases, requests for quotes and orders, suppliers and customers, etc.

Commercial management thus enables you to manage your activity in a global way by having access to updated data in real time.

The commercial management module allows you to :
  • Improve your profitability by following your business processes
  • To organize your commercial actions in an optimal way
  • Optimize your inventory management
  • To take into account your business specificities
  • To ensure a complex management : multi-establishments, places, languages
Commercial dashboards will ensure you :
  • Easily follow your quotes up to the invoicing phase
  • To have a complete history on each client
  • Not to miss any sales reminders
Would you like to improve your commercial management ?

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Improve your business performance

You can count on Synoptic ERP’s CRM functionalities to boost the sales performance of your SME : from lead management to customer retention operations, your sales forces will have the ideal tool to follow up and transform your leads into customers !

Optimize third party management

Synoptic ERP centralizes high level information and allows you to describe your company and fill in all the information necessary for the management of your commercial actions : third parties, articles, resources, means of production, routings, bills of material, additional data fully configurable.

Choose sales forecasting

The commercial management module of Synoptic ERP gives you the possibility to model the sales over the coming periods based on the knowledge of the sales made in order not to miss any opportunity !

Quickly go from quote to order

The technical quotation configurator allows you to respond precisely to your customers’ quotation requests. Synoptic ERP transforms in a few clicks your quotations into orders. In addition, the notions of market orders, intermittent orders and one-off orders are taken into account for increased ease of use.

Additional modules

The modules of Synoptic ERP are complementary. You wish to go further ? These modules work in complete synergy with the commercial management functionalities presented : 

  • CRM

    Boost the performance of your sales force

  • Inventory management, logistics

    Control your stocks in real time and anticipate shortages.

  • Finance, HR and accounting

    Opt for tailor-made accounting management interfaced with your ERP