TCM4000 Sales Processes


  Sales
Sales processes
Sales Forecasting

Sales orders
Orders can be received into TCM in various ways:-
Received in hard copy form: these can be scanned using the Scanning Wizard and then linked into the relevant contact and company folders.
Received via a web form: these can be automatically filed in the TCM4000 database and a TCM user responsible for processing the order can be automatically notified.
Received by phone: details of the order can automatically be taken into TCM's Financials module which interfaces with Sage Line 50.

Sales leads
Sales cold calls
Sales quotations
Sales follow ups
Sales Forecast reports
Sales Team Management - mentoring
Sales Meeting minutes
Sales visit neetings minutes
Sales appontments
Sales To Do