Sell & Serve

Providing good service is the most important factor in keeping your customers satisfied. Storing your customer details in a central location helps you to optimally serve your clients. Exact Globe collects and manages all customer data, integrating them with your financial and logistic systems. You gain a complete customer overview, so you can make the most of your sales process.

  • Digital customer card containing all relevant details.
  • Up-to-date, in-depth history of each customer relationship.
  • Easy delivery of quotations.
  • Quick response times through insight into stock levels, delivery times and service.
  • Customer information reports related to marketing and sales activities.

Digital customer card

Centralize all customer information in a detailed digital customer card. Your sales personnel can immediately dispose of all customer-related information. Service staff can also instantly access the history and status of any customer complaint. The customer card displays all activities and documentation, such as:

  • transactions
  • pricing
  • revenue per customer
  • quotations
  • invoices
  • outstanding payments
  • contracts
Using this detailed customer information, you can effortlessly classify your customers and provide a solid basis for your targeting and marketing.

Customer and sales analysis

Your key clients can be instantly identified when you view the performance of each sales representative or revenue per customer. The results of the current year can easily be compared with sales figures from the previous year, giving you instant insight into your business results. It is also possible to compare budgets per customer to current revenues.

Deliver quotations

Delivering a quotation is easy in Exact Globe, which gives you instant access to information such as:

  • price agreements.
  • discounts.
  • stock levels.
  • delivery times.
  • previous quotations.
You can create a sales order straight from a quotation in a single mouse click. There is no need to enter the details twice.

Order processing

To keep your inventories low and your customers satisfied, you need a flexible ordering system. With Exact Globe you can:

  • keep stock control up to date and ensure that your purchasing department knows exactly when to buy.
  • synchronize the production of assembled goods and order flow, saving warehouse space.
  • allocate goods based on current stock availability the moment you enter an order.
  • create and issue credit invoices and reminders, and offer drop-shipments.
  • compare returns with fulfilments to avoid fraud.
  • check credit lines before doing business with customers.

Invoicing

Exact Globe simplifies sales invoicing, making it easy to handle changing payment conditions, pre-payment, and direct invoices for over-the-counter sales. Based on the invoiced revenue, you can calculate and grant sales commissions to employees and partners.

Customer relationship history

In order to optimally serve your customers, you need a complete and reliable picture of your history with each client. Exact Globe registers all interaction between your company and your customers, so that you can easily keep track of all products and services sold, as well as service orders from customers. This allows you to optimize your sales process.

Results

Based on your delivery, warranty and maintenance contract conditions, you determine the time and materials available for your service offering. Exact Globe helps you map which items require frequent service or maintenance. With this information at hand you can make better decisions on how to invoice your customers.