As the world continues to digitize its services, the recipe for a strong CRM involves automated workflows and a well-connected API integration so that your data moves freely between your customer data and your invoicing system. Time is money for a sales leader and yet based on Spotio, only 33% of an inside sales professional’s time is allocated to actively selling. So, where is that other time going? Some of these are administrative tasks, internal and external meetings, research, etc. – the majority being administrative tasks, like creating quotes outside of their CRM or switching to an external ERP or accounting software system.
Maximizer and OCAT are pleased to share a solution that brings the power of quote creation, order processing and inventory management to streamline your internal processes and save you time. With the help of our valued Business Partner A1CRM, we’re calling it ERP 4 SME.
Maximizer and A1CRM highlight OCAT as a Fully Integrated Maximizer
OCAT Quotes & Orders is a fully integrated app for creating quotes and managing the order process for both sales and purchases. Seamlessly create quotes, get approvals, and receive payments all within Maximizer. OCAT also features powerful inventory, product catalogue and e-commerce tools. Overall, be ready to enjoy:
- Very Effective Selling and Order Handling
- Optimized Business Processes
- Improved Data Management
- Increased Employee Productivity
- Elevated Customer Experience
For a full walk-through, check out this video:
Amazing Things You Can Do with ERP in your CRM
If you’re looking for an effective way to manage inventory, pricing, invoices, quotes, and tracking sales data, you’ve come to the right place. OCAT will update your Opportunities module to display cost, sales and profit information based on the products you sell. Here are a couple more benefits to integrate OCAT into Maximizer:
- Fast quote creation integrated with margin calculator
- ‘Pay Now’ button embedded in quotes to accelerate customer payment
- Real-time feedback from live quotes with date-stamped actions to enhance follow-ups
- Easily browse catalogue & product pricelists with pictures, pdfs, pricing, and stock levels
- Export invoices to common accounting packages like Xero
- Integrates with SAP Business One
- Connects with your e-com business for order processing and more
When you Thought That Wasn’t Enough…
A1CRM is offering 1 free month subscription of OCAT!*
*Offer expires September 30, 2022.