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Sales Management (Boat and Major Unit Sales)

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Published on Nov 29, 2015

Designed to help you oversee major unit inventory, track purchase
orders and receivables, manage prospects (CRM), and guide/track your sales team.

Product Details:
• Quotes can be printed and converted to contracts. Accessories,
options, prep and rig work can all be maintained on the contract.

• The system can track sales commissions. Deposits can be added to contracts, and finance and insurance calculations are built in.

• Lead management allows you to easily assign prospects to sales team members, monitoring follow-up activity, letters, and emails.

Integration includes:
• Sales history, quotes, contracts, and documents can all be attached, and a monitor is included for managing sales team activity.

• Integration with the major online credit bureaus to perform quick credit checks

• Integrated with WO Processing to track Prep and Rigging work orders

• Integrated with major dealer website platforms for serialized inventory uploads

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