Our Sales Management Solution
Delivers far more than paper files ever could
Provides Secure access to Authorised users
On a Need-know-basis
Sales Department based
Papers cannot just “DISAPPEAR” from file.
Generic package includes standard electronic filing, with controlled access to various levels of control and information
Sales Clerk Maintains:
Personal Record & details of purchase
Signed offer to purchase
Licences and Registration
can submit documents as they arrive – from their own desktop. No printing.
Sales Management (Including Above and..)
Reports relating to individuals performance history
Outstanding documentation per Sales Person/ per sale
History of sales performance summary
FICA compliance and Finance approval status for each application
Able to Authorise Commission to sales person once file content complete
Finance Manager (Including Above and..)
Notified of deals where commission is due and authorised by manager
Log payment reference
Confidential documents of an Executive or sensitive nature are further protected.
Protect yourself in case of a reserve bank audit.
Make sure you have the correct compliant toolset in place.