Customer Relationship Management (CRM) and Quoting

Ostendo Freeway CRM and Quoting

Customer Relationship Management (CRM)

Create a job quote
Create a sales order quote
User defined checklists with measurements, images and notes etc to capture the information required to prepare a quote.

Business Process checklists can be used to ensure that employees follow a disciplined and consistent process.
Pre-Start Checklists – allows for an initial checklist that must be completed prior to anything further being done eg, user signs off that they read and understood the Hazards before proceeding with the job.
Checklists – mandatory or optional checklists and data capture. A checklist is a pre-defined list of questions or pointers to guide a user and ensure that employees follow a disciplined and consistent process.
Conditional Checklists – can be used to help employees follow a pre-defined process to carry out tasks such as business processes, problem diagnosis, compliance certifications, quality assurance and so on. Conditional Checklists make the process dynamic. Depending on the answers to the preceding questions, the Conditional Checklist can take a variety of paths so that the relevant set of questions are asked and responded to, according to the actual situation.

Update user defined colour coded Tracking Codes against records to update the business process status.
Forwarding – allows an employee to forward a partially completed Datasheet to another user, eg to a Supervisor for approval.

Photos – integrates with device camera to take photos or link to existing images on the device.
Sketches – Draw on photos to highlight points of note, or draw freeform sketches.
Typed Notes – add internal or external notes which can update specific note fields in Ostendo Operations. View past history notes against jobs, sales orders, sales deliveries, purchase orders, manufacturing work orders, stock counts, assets, customers or suppliers.
Audio Recording – use voice recordings instead of typing notes, or record noises for service purposes.
Signatures – capture multiple signatures with mandatory or optional setting. Options to prevent changes to data sheets after customer signature.
Email & Print – email and/or print details to the customer or the office.

Sales Analysis reporting
User-defined Inquiries which can have a combination of a chart, scorecard (multiple KPIs), and a listing report style.
The output within Freeway can be sent to a PDF file and emailed.
A snapshot can be taken of a portion of the inquiry display and annotated with an audio note. This is much faster than typing an email.
Scorecard KPIs or statistics can be defined, with highlighted conditional values.
Restriction counts in the data can be defined, eg top 10 customers.

Styles - user-defined solutions using any combination of objects.
Security – define the employees who use the Ostendo Freeway app and what they can do.
Branding- user-defined background and button styles. Options include branding and logo in the background and user-defined buttons.