Opportunity Management
Manage Your Opportunities from Anywhere
E-MANAGE|ONE DAY PLANNER
Efficient Planning with e-manage|ONE Day Planner
The e-manage|ONE Day Planner offers a comprehensive and customizable overview of your daily, weekly, or monthly activities. With just one window, you gain access to a wealth of important information that helps you stay on top of crucial tasks and events.
The Day Planner provides a centralized view of key data, including projects booked for the day, sales figures grouped by salesperson, upcoming installations for the week, outstanding punch lists, recently received items, decision dates for the week, and more. This consolidated snapshot allows you to quickly grasp the most relevant details and prioritize your actions accordingly.
What sets the e-manage|ONE Day Planner apart is its high level of customization. You can choose to use the standard Day Planner items provided or create your own custom items using the user-friendly configurator. This flexibility empowers you to tailor the Day Planner to your specific requirements, ensuring that it aligns perfectly with your workflow and priorities.
Whether you need a quick overview of daily tasks or a comprehensive view of your entire month’s schedule, the e-manage|ONE Day Planner provides the flexibility and functionality you need. Maximize your productivity and efficiency by harnessing the power of the Day Planner’s customizable features.
Experience the convenience and adaptability of e-manage|ONE Day Planner. Streamline your planning process, access vital information at a glance, and enjoy the flexibility to configure the Day Planner according to your unique needs.
WORKFLOW ACTION ITEMS
Streamline Your Organization’s Workflow with e-manage|ONE
With e-manage|ONE’s robust workflow functionality, you can establish and enforce policies within your organization right from the start. Bid farewell to a lack of accountability and embrace a streamlined approach to task management.
One of the key features of e-manage|ONE’s workflow is the Workflow Action Items. These are user-defined tasks that require completion by designated individuals within your company. Whether it’s requesting a drawing, generating an estimate, invoicing for a deposit, processing an order, or confirming vendor acknowledgments, Workflow Action Items ensure that necessary tasks are clearly assigned and tracked.
The flexibility of Workflow Action Items allows for complete customization. You can create prerequisites for submitting and completing Action Items, ensuring that tasks are executed in a logical sequence. By eliminating incomplete requests and unnecessary delays, you can optimize your processes, saving both time and money.
Additionally, e-manage|ONE’s workflow system automatically calculates job costs as Action Items are opened and closed. This comprehensive cost tracking provides you with an internal history and a clear understanding of the expenses associated with your projects. By having this real-time cost data, you can make informed decisions and effectively manage your resources.
With e-manage|ONE’s workflow functionality, you can establish a culture of accountability and efficiency within your organization. Say goodbye to missed deadlines and incomplete tasks, and embrace a streamlined workflow that maximizes productivity and cost-effectiveness.
Experience the power of e-manage|ONE’s workflow features. Simplify task management, enhance accountability, and gain valuable insights into your project costs. Streamline your operations and empower your team to deliver exceptional results.
CURRENT OPPORTUNITIES
Efficient Opportunity Management with e-manage|ONE
e-manage|ONE provides comprehensive opportunity management capabilities to ensure you stay on top of every active opportunity. With a user-friendly interface and customizable features, managing opportunities becomes a breeze.
Within e-manage|ONE, managers have a bird’s-eye view of all opportunities, while salespeople can focus solely on their assigned opportunities. This streamlined approach ensures that each opportunity receives the necessary attention and allows for efficient collaboration between sales teams and their managers.
e-manage|ONE enables you to effectively manage opportunities by key parameters such as decision dates, sales stages, next contact dates, and next contact types. These features empower you to track and prioritize opportunities based on their specific timelines and requirements.
The status feature in e-manage|ONE provides valuable insights into the progress of each opportunity within the sales process. It helps you determine the current stage of an opportunity and facilitates better coordination and communication among team members. For more detailed information and task-related activities associated with each opportunity, you can refer to Workflow Action Items, another powerful feature within e-manage|ONE.
By utilizing e-manage|ONE’s opportunity management capabilities, you can enhance your sales process, improve efficiency, and increase the likelihood of converting opportunities into successful deals. Stay organized, stay informed, and stay ahead of the competition with e-manage|ONE.
Unlock the potential of your opportunities with e-manage|ONE’s intuitive interface and comprehensive features. Streamline your sales process, maximize productivity, and drive business growth.
FORECASTING
Powerful Opportunity Forecasting and Reporting in e-manage|ONE
With e-manage|ONE, all your opportunities are centralized in the comprehensive database, enabling streamlined estimating processes and robust forecasting capabilities. Take control of your sales projections and gain valuable insights into various aspects of your business.
e-manage|ONE allows you to generate accurate forecasts effortlessly. Run forecasts for salespeople, vendors, markets, customers, cities, states, or any other relevant criteria. The flexibility of the system empowers you to tailor forecasts to your specific needs and requirements.
Customize formulas within grids to create weighted forecasts, providing a more nuanced and accurate representation of your sales projections. These custom formulas enhance the forecasting process, allowing you to factor in various variables and make informed decisions based on weighted factors.
Furthermore, e-manage|ONE’s reporting features enable you to create custom reports and easily generate compelling graphs for impactful presentations. Showcase your data visually and effectively communicate key insights to stakeholders, clients, or team members. The intuitive report generation tools within e-manage|ONE eliminate the need for complex manual processes and empower you to produce professional reports with ease.
By leveraging e-manage|ONE’s forecasting and reporting capabilities, you can optimize your sales strategies, identify trends, and make data-driven decisions to drive business growth. Stay ahead of the competition and unlock the true potential of your opportunities with e-manage|ONE’s intuitive interface, comprehensive forecasting, and advanced reporting functionalities.
Experience the power of e-manage|ONE in managing your opportunities, forecasting accurately, and presenting your data effectively. Take your estimating and reporting to the next level with e-manage|ONE.
PROJECT INFORMATION
Comprehensive Project Information Management in e-manage|ONE
The Project Information page in e-manage|ONE serves as a centralized hub for all essential details related to your projects. From project scope to key contacts and assigned salespersons, this page provides a comprehensive overview of each project, ensuring efficient project management and streamlined communication.
Within the Project Information page, you can easily access and manage the scope of the project. This includes defining the project’s objectives, deliverables, and any specific requirements or constraints. Having a clear understanding of the project scope helps ensure that all stakeholders are aligned and working towards a common goal.
Additionally, the Project Information page allows you to identify the project contacts. By associating relevant contacts with the project, you can maintain effective communication and collaboration throughout the project lifecycle. This ensures that all necessary stakeholders are informed and involved, facilitating smooth project execution.
The page also displays the salesperson(s) responsible for the opportunity and their corresponding sales credit for commissions. This information enables accurate tracking and attribution of sales efforts, ensuring fair compensation for sales team members.
Furthermore, project workflow is determined within the Project Information page by setting the project type. This helps establish standardized processes and ensures that the project follows the appropriate workflow based on its type. By defining the workflow at the project level, you can streamline project management and ensure consistency in executing tasks and milestones.
Project history is created and tracked by adding contacts to a project. This functionality allows you to easily retrieve the project history associated with specific contacts. By looking up a contact, you can access a comprehensive list of all projects they have been involved in, providing valuable insights and facilitating effective relationship management.
With e-manage|ONE’s Project Information page, you have a centralized and organized platform to manage all vital aspects of your projects. From scope definition to contact management, sales credit tracking, and project history, e-manage|ONE empowers you to effectively manage and monitor your projects, fostering collaboration and enabling informed decision-making.
SURVEYS
Fully Customizable Surveys in e-manage|ONE
e-manage|ONE offers a flexible and customizable survey feature that allows you to create surveys tailored to your specific needs. Whether it’s gathering feedback from job sites, evaluating products, collecting customer opinions, conducting design assessments, or any other type of survey, e-manage|ONE empowers you to design and deploy surveys effortlessly.
With e-manage|ONE, you have the flexibility to define the survey structure, questions, and response options based on the project type or your desired criteria. This customization ensures that your surveys align with your specific requirements and objectives, enabling you to gather relevant and actionable data.
The surveys created in e-manage|ONE are accessible through the web portal, providing a convenient platform for users to complete surveys directly on the job site. This web-based accessibility eliminates the need for manual paper-based surveys and streamlines the data collection process. Users can conveniently access and respond to surveys using their preferred devices, ensuring efficient and timely feedback capture.
Whether you need to assess job site conditions, evaluate product performance, measure customer satisfaction, or gather design feedback, e-manage|ONE’s survey feature provides the flexibility and adaptability to suit your survey needs. Leverage the power of customizable surveys in e-manage|ONE to enhance your data collection processes, gain valuable insights, and make informed decisions.
DOCUMENT MANAGEMENT
Powerful Document Management in e-manage|ONE
e-manage|ONE offers a robust document management feature that empowers you to efficiently organize, store, and access various types of documents within the program. From emails and CAD files to MS Documents, PDFs, pricing files, vendor quotes, and invoices, all documents associated with your projects, companies, contacts, service tickets, and more can be securely stored in e-manage|ONE.
With document management in e-manage|ONE, the integrity of your document history is preserved. Documents cannot be deleted, ensuring that a comprehensive record of your communication and documentation is maintained. Instead, documents can be marked as current or not current, allowing you to control the visibility and relevance of specific documents.
The built-in document previewer in e-manage|ONE provides a convenient way to quickly review documents without the need to open them separately. This feature saves time and improves productivity by allowing you to assess the content of documents directly within the program.
Additionally, e-manage|ONE automatically saves versions of edited documents, enabling you to track changes and revert to previous versions if necessary. This version control functionality ensures that you can maintain a reliable audit trail of document modifications and easily access earlier iterations as needed.
Take advantage of the powerful document management capabilities in e-manage|ONE to streamline your document organization, enhance collaboration, and ensure the integrity and accessibility of your critical business files.
QUICK QUOTES
Projects requiring a quick turnaround can use the Quick Quote function in e-manage|ONE. It allows you to start a project and create a price quote in one window. 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.
ESTIMATING
The estimating module is a robust estimator with many options to estimate quicker and more accurately. The e-manage|ONE estimating module has a built-in parts catalog. Parts can have pictures associated with them and you can set parts to have associated parts that automatically pop up when adding them to an estimate.
You can create multiple options for estimates and custom descriptions with 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 for your company as a standard. Email Quotes/Proposals from the viewer directly to your customer. It is automatically saved to the project for posterity.
PARTS CATALOG
Quickly create parts catalogs. Categorize them, use them for inventory, add pictures to parts which show on your quotes and in the customer web portal catalog for customer ordering. 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 makes doing business with you easier not only for your customers but also for your vendors and yourselves. We continue to work with our customers vendors to integrate them with e-manage|ONE. Furniture dealers and manufacturers have valued this as it streamlines complicated processes and helps to eliminate the factor of human error.
OPPORTUNITY HISTORY
Everything done in e-manage|ONE is automatically saved in the record and cannot not be deleted or modified. Data integrity is one of our main goals and concerns. Items such as documents, notes, appointments, workflow action items, phone messages, service and more are all automatically saved.
Notes can be set to automatically pop up and open when a record is opened to alert what needs to be acknowledged before proceeding. Use this functionality to alert everyone to key information about a project.
PERSONAL CALENDAR
The e-manage|ONE calendar is integrated with Outlook and works very similarly. 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 scheduled on mobile devices that are synced with your 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.
