Opportunity Management
Manage Your Opportunities from Anywhere
E-MANAGE|ONE DAY PLANNER
WORKFLOW ACTION ITEMS
Streamline Your Organization’s Workflow with e-manage|ONE
- Robust workflow functionality in e-manage|ONE for establishing and enforcing organizational policies.
- Bid farewell to a lack of accountability and embrace streamlined task management.
- Key feature: Workflow Action Items for user-defined tasks with clear assignments and tracking.
- Flexibility for complete customization, including prerequisites for task submission and completion.
- Automatically calculates job costs as Action Items are opened and closed, providing real-time cost data.
- Empower your team with a culture of accountability and efficiency.
- Say goodbye to missed deadlines and incomplete tasks.
- Experience the power of e-manage|ONE’s workflow features for simplified task management and enhanced accountability.
- Streamline operations and gain valuable insights into project costs for exceptional results.
CURRENT OPPORTUNITIES
Efficient Opportunity Management with e-manage|ONE
- Comprehensive opportunity management capabilities in e-manage|ONE for staying on top of active opportunities.
- A User-friendly interface and customizable features make opportunity management easy.
- Managers have a bird’s-eye view of all opportunities, while salespeople focus on assigned opportunities.
FORECASTING
Powerful Opportunity Forecasting and Reporting in e-manage|ONE
- Centralized database in e-manage|ONE for streamlined estimating and robust forecasting.
- Gain valuable insights into various aspects of your business through the comprehensive database.
- Effortlessly generate accurate forecasts for salespeople, vendors, markets, customers, and more.
- Tailor forecasts to your specific needs and requirements with system flexibility.
PROJECT INFORMATION
Comprehensive Project Information Management in e-manage|ONE
- Project Information page in e-manage|ONE: Centralized hub for essential project details.
- Easily access and manage project scope, objectives, deliverables, and requirements.
- Identify and associate project contacts for effective communication and collaboration.
- Display salesperson(s) responsible for the opportunity and their sales credit for commissions.
SURVEYS
Fully Customizable Surveys in e-manage|ONE
- Flexible and customizable survey feature in e-manage|ONE.
- Tailor surveys to specific needs: gather feedback, evaluate products, collect opinions, and more.
- Define survey structure, questions, and response options based on project type or criteria.
- Customization ensures alignment with requirements and the gathering of relevant data.
DOCUMENT MANAGEMENT
Powerful Document Management in e-manage|ONE
- Robust document management feature in e-manage|ONE for organizing and accessing various document types.
- Securely store emails, CAD files, MS Documents, PDFs, pricing files, vendor quotes, and invoices.
- Documents cannot be deleted, preserving the integrity of document history.
- Mark documents as current or not current to control visibility and relevance.
QUICK QUOTES
- Projects requiring a quick turnaround can use the Quick Quote function.
- Start and create price quotes in one window.
- Book and process orders simultaneously.
- Full access to estimating module functionality.
- Import pricing files and use auto parts, associated parts, and inventory items.
ESTIMATING
- The estimating module is a robust estimator with many options to estimate quicker and more accurately.
- Built-in parts catalog with pictures and associated parts feature.
- Ability to create multiple options for estimates with custom descriptions and pictures.
QUOTING
- e-manage|ONE has elegant quote reports giving you the ability to easily modify them using the built-in Telerik report designer
- Create professional proposals as standard.
- Email quotes/proposals directly to customers from the viewer.
- Automatically save quotes/proposals to the project for record-keeping.
PARTS CATALOG
- Quickly create parts catalogs with categorization.
- Use parts catalogs for inventory management.
- Add pictures to parts for display in quotes and customer web portal catalogs.
- Set parts that are associated to other parts which you can manually add or you can set to automatically add and even automatically calculate at the same time.
VENDOR INTEGRATION
- e-manage|ONE streamline processes for customers, vendors, and your company.
- Integration with customers’ vendors simplifies operations and reduces human error.
- Furniture dealers and manufacturers benefit from streamlined and error-free processes.
OPPORTUNITY HISTORY
- All actions in e-manage|ONE are automatically saved and cannot be deleted or modified for data integrity.
- Documents, notes, appointments, workflow action items, phone messages, and services are automatically saved.
- Notes can be set to pop up when a record is opened, ensuring key information is acknowledged before proceeding.
PERSONAL CALENDAR
- The e-manage|ONE calendar integrates with Outlook and functions similarly.
- Create appointments for yourself and send invitations to external recipients and other employees.
- Appointments are automatically saved to the project or contact record when selected.
- Appointments scheduled on mobile devices synced with Outlook appear on the e-manage|ONE calendar.
- Users with appropriate rights can view and schedule appointments for others.