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sales

The Sales module of the Metis platform allows the user to independently manage activities, processes and documents related to company sales.

sales

You can manage the processes from the Presale, passing through the Sale to reach the supply. There is also the option to manage corporate hierarchical roles and then assign different permissions based on the role.

sales

Through a special interface of the fully customizable Dashboard when the user enters the application he has undergone a full view of his situation or even that of his subordinates depending on the role he holds.

Strength points

Gestione semplice Display of the Dashboard with the most important data

 Gestisce movimenti Pre-sale flow management

Gestisce l’obsolescenza Sales flow management

 Tracciatura dei punti Supply Management

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Most important features

  • Presale phase

    • Contact to Customer

  • Sales Phase

    • Customer request

    • Offer to customer

    • Customer order

    • Invoice to customer

    • Collection

  • Supply/Withdrawal Phase

    • Service Delivery

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