e-manage|ONE gives your team the tools for success
e-manage|ONE keeps track of every open/active opportunity you have. Managers of sales people see every opportunity listed and sales people only see their opportunities.Manage opportunities by decision date, set the sales stage & the next touch date and next touch type. Opportunities are easily tracked and most of not forgotten about.
e-manage|ONE gives you an easy and automated way to track the status of all your opportunities. The status lets you know where the opportunity is in its progression throughout the process. For more information see Workflow Action Items.
The Project Information page of your opportunity helps your entire team understand the scope of the project, who the project contacts are, the type of influencer they are, which salesperson(s) the opportunity belongs to along with their sales credit for commissions. Workflow is also determined in project information by setting the project type. Project history is created just by adding a contact to a project. Look up a contact and see every project they have been a part of.
Document management is a major part of e-manage|ONE and a extremely powerful feature of the program. All documents (emails, CAD files, MS Documents, PFD’s, Pricing files, etc…) are save to a record in e-manage|ONE. There are documents for projects, Companies, Contacts, Service tickets and more.
Documents cannot be delete but can be set as current at not current so your integrity of your history is maintained. The document previewer allows you to preview the document without the need to open it. Versions of edited documents are automatically saved so you can revert to the previous versions if necessary.
e-manage|ONE also has a fill server built into it so you can access company documents from anywhere you have internet access inside of e-manage|ONE. Every user has Temporary documents which is a place documents can be loaded that are not part of a record and can be shared with other users and attached to a record at a later date.
The e-manage|ONE Day Planner is a snapshot of what is happening today, this week, last week or next week. In one window you can see what projects were booked today, sales to date grouped by salesperson, installations this week, outstanding punch lists, received today, decision dates this week and more. There are end possibilities on how you can use the Day Planner. Use the standard e-manage|ONE day planner Items or create your own custom items with the easy configurator.
If you have projects that require a quick turnaround you could use the Quick Quote function in e-manage|ONE. It allows you to start a project and create a price quote in one window at once. You can also book it and process an order at the same time.
All the functionality in the estimating module are available so you can import pricing files, use auto parts, associated parts and inventory items.
e-manage|ONE has default quote reports standard with the ability to modify them using the built-in Telerik report designer. Create profession proposals for your company as a standard printing them in seconds as all information from the estimate carries over. Email Quotes/Proposals from the viewer directly to you customer which is automatically saved to the project for history and make it accessible to your customer via the customer web portal all at the same time.
The e-manage|ONE calendar is integrated with Outlook and works very similar. Create appointments for yourself, send invitations to external recipients and invitations to other employees. Appointments are automatically saved to the project if selected or the contacts record.
Appointments schedule on mobile devices that are synched with you Outlook will automatically show up on your e-manage|ONE calendar. If you have the rights you can view other users calendars and schedule appointments for them.
e-manage|ONE is here to make doing business with you easier for not only your customers but also for your vendors and your selves. We continue to work with our customers vendors to integrate e-manage|ONE with them as much as possible. Furniture dealers and manufacturers have valued this as it streamlines complicated processes and helps to illuminate the factor of human error. Please contact us should you want to learn.