SOFTWARE FOR SALES IN PROJECT COMPANIES
Are you looking for sales software for your project business?
Want to know more about modern solutions?
Or are you thinking specifically about Microsoft software for sales in project companies?
Sales is an essential component in any project business. But we offer great software based on Microsoft Dynamics 365 Business Central that can do much more than just drive sales. Because a project company also does much more than just sell and realize projects.
Business Central software is designed to support small and medium-sized businesses in streamlining all their processes, including sales. Because our software for sales in project companies is part of this larger system, it offers significant advantages in terms of efficiency, collaboration and scalability. Because it works very efficiently with data. And because there is no duplication of administration.
Moreover, with our software you not only get a very strong commercial solution. With Offimac you also get a partner with a wealth of expertise in project processes itself. Because we are experts in software for the project industry.
SOFTWARE FOR SALES IN PROJECT COMPANIES: INTRODUCTION
Microsoft Business Central is a comprehensive ERP solution designed specifically for small and medium-sized businesses to streamline their processes. We discuss in more detail the specific functionalities of the software for sales in project companies using Business Central.
When you enter into an agreement with a customer under specific delivery and payment terms, you record it in a sales invoice or sales order.
If your sales process requires orders to be shipped in parts, it is necessary to use sales orders. Basically, sales orders work in a similar way to sales invoices, but they offer additional flexibility. In addition, the orders functionality allows you to communicate fixed delivery dates to your customers, giving them more certainty about the delivery of their order.
For companies operating in the project business and using our project company sales software, it is important to prepare sales quotes before a final agreement is made. You can negotiate terms with the customer and, once an agreement is reached, easily convert the quotation into a sales invoice or sales order. You can then send an order confirmation, recording your commitment to deliver as agreed.
If necessary, a booked sales invoice can be corrected or cancelled while the customer has not yet paid. This can be useful when there is an error in the invoice or when the customer requests a change at the beginning of the order process. If the invoice has already been paid, the correction can be processed by creating a sales credit memo or a sales return order. This ensures that your financial records always remain accurate and avoids confusion for both your company and the customer.
SOFTWARE FOR SALES IN PROJECT COMPANIES THAT CAN DO MORE
Successful sales and marketing strategies require informed decisions at the right time. The marketing functionality within Business Central provides companies with detailed and up-to-date information on contacts, allowing potential customers to be approached more effectively and increasing customer satisfaction. This is especially relevant for companies using sales software in construction companies, as proper management of customer relationships and quotations is essential in this industry.
Companies deploying Microsoft to manage customer interactions can benefit from seamless integration with Business Central. This ensures an efficient transition from potential customer to actual sale, while smoothly handling activities such as order processing, inventory management and financial administration. This provides additional benefits for companies using construction sales software, as they can optimally manage their sales and construction processes with one integrated system.
In some industries, companies must wait for payment to be received before works are started. In many cases, incoming payments are not processed until several weeks after delivery and then linked to the corresponding outstanding sales invoices. This process helps companies manage their cash flow properly and minimize payment delays.
Sales documents can be easily emailed as PDF files. The e-mail contains an overview of the most important data, such as the products ordered, the total amount and, if applicable, a payment link, for example to PayPal. This facilitates the payment process for customers and speeds up administrative processing within the company.
An approval workflow can be set up for all sales processes. This means that certain sales transactions, for example large orders or orders to specific customers, must first be approved by a manager. This provides additional control and helps companies reduce risk and operate more efficiently.
STREAMLINE ALL YOUR PROCESSES WITH OUR SOFTWARE
By using project company sales software, companies can not only streamline their sales processes, but also improve their customer management and make their financial records more efficient. But much more can be done. Because Microsoft Business Central offers a complete solution that allows companies to optimize all their business activities and better meet the needs of their customers.
In addition to sales software, our project management software also allows you to successfully organize the following departments:
- CRM
- Quotes
- Schedules
- Calculations
- Project Management
- Transports
- Return
- HRM
- Services
- Accounting
- Strong reporting
CHOOSE INNOVATION, CHOOSE MICROSOFT AND OFFIMAC’S SOLUTION
Microsoft solutions are designed to grow with your business. Whether you’re a small project business or a big player, you can easily scale up as your business grows. Tools like Power BI also let you create detailed analytics so you can always make the best-informed decisions.
Microsoft is also investing heavily in security and compliance, which means your sensitive data is well protected against cyber threats. And because many people are already familiar with the interface of Microsoft products, the transition to Business Central is smooth and without long learning curves.
With our Business Central sales software, you get a future-proof solution. Benefit from an international network and a wide range of integrated tools that help your company work more efficiently and effectively. Take the next step in digitizing your project business with Offimac and Business Central.