Contract and Commercial Management
The Sysengage module manages the chain from the creation of an offer to its outcome, i.e. an invoice. Once the invoice is printed and validated, it is sent to the Sysfinance solution, in the accounts receivable application and in the DMS if it is necessary. It offers a set of features such as customer, contract, offer, price, and order management. In order to facilitate administrative burden, it also offers various features directly linked to the system.
Features
Contracts and Sales proposals
Contracts
The contract management module makes it possible to carry out recurrent invoicing of an amount, according to a given periodicity (monthly, half-yearly or annually).
Sales proposals and orders
If the sales proposal leads to an order, the services can be selected and included in the tender.
The system offers the possibility of saving proposal templates (e.g., according to a type of product or service). This saves valuable time when entering the data.
Invoices
Invoices can either be entered directly, derived from orders or contracts or imported from third-party systems.
The different invoice formats (Paynet, Conextrade, OB10, Ariba, Email or paper) are defined at customer level.
It is also possible to define a process for archiving invoices. In this case, when an invoice is posted, it will automatically be integrated into the Sysarchive Document Management System (DMS). The invoice can be time-stamped and signed if required.
This solution enables invoicing for various services. Invoicing in the ERP offers a wide range of options and configuration possibilities (printing the invoice with or without the ISR, detailing VAT by code, etc.). The Invoicing module also enables the sending of E-invoices.
Attachements
An integration enables various documents (Excel, Word, PDF, image files, etc.) to be associated with: a sales proposal, an invoice, a contract, a site, an employee, a resource, a debitor, a creditor, and hence to be integrated into the Sysarchive DMS (attachments linked to invoices can be defined so that they are printed automatically with the given invoice).
These documents are then accessible directly from the ERP.
Customers (end customers, prospects, opportunities) and products
Here, for example, the customer database is managed, such as its classification in the hierarchy, its manager (sales agent) and several grouping codes. This makes it possible, for example, to define the business potential of the prospect. Products/services can also be classified in the product/service hierarchy. An address import module makes it easy to import a CSV file from an external data source and to automatically synchronise it with the existing addresses. It also makes it possible to manage the entire process from the creation of a sales proposal to its implementation with the generation of an invoice. Once the invoice is printed and validated, it is sent to the debitor modules and to the Sysarchive DMS if necessary.
Tracking of document sending by email
A control panel enables the user to:
- Define the emailsending parameters (date, time, sender email and name, etc.)
- Check the various pending emails to be sent
- View attached documents to be sent
- Change predefined recipients and subject line
Prices
A price can exist for an article, a group of articles, a customer, a group of customers or a specific customer.
Validation and export
Validation
A system for validating changes already exists but needs to be configured according to the company’s organisation. It enables certain changes to be checked and validated by managers. It could be used for validation of bids by amount, etc.
Export
All data in the system can be exported to Excel.
Events
The Sysengage module also has a history of events (creation or modification of a customer, printing of an invoice, a sales proposal, etc.).
Prints and copies
Printing
It is also possible to define automatic printing settings for each report type, including the number of copies, the default printer, automatic conversion of the document to PDF, etc…
Copies
In order to make it as easy as possible to enter data, it is not only possible to copy a sales proposal, an order or an invoice, but also the line items of a sales proposal, of an order or of an invoice.
CRM – Light (simple version)
Extraction (indicators)
Creation of extractions (such as customer sales turnover, products) according to specific needs. There can be several extractions defined (also called indicators). This system is fully configurable.
From these figures, a series of graphs are produced which clearly represent the current state of the data. All this data can be exported directly to Excel so that it can be reworked, or it can be processed in Syslog’s BI module (sysreporting).
Automatic reminder actions can be defined.
Types of activities
It is sufficient to define the types of activities allowed in each case.
Documents
For the creation of mail, this is done from any text program (Word, WordPad, etc) and then the document is attached to the case or to the case position.
Models
It is possible to define multiple standard document templates especially for external users. These can be easily selected from the dashboard.
Schedule
A dynamic schedule displays the various appointments of the representatives in the form of a calendar. There is also a global view, enabling you to see all the tasks to be carried out over time.
Features under development
Synchronisation of contacts with the company’s various directories
Customer automatically becomes inactive if there is no offer within 18 months
Integration with social networks
Sales agent cannot be assigned to a contact, only to a client
Synchronising Outlook calendars with CRM
Pipeline monitoring
Specifics of the relationship between Sales Proposal and Partner
Each Sales Proposal must generate a project for implementation
Validation formula for offers according to amount, discount, margin