Professional Services Automation Software

800-450-7748
answers@solutions360.com

PSA Software
Sales Automation
- Account Management
- Opportunity Management
- Price List & Quotes
- Workflow Automation
Project Management
Field Service
Project Accounting
Q360 PSA Software

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Sales Automation

Sales Automation

From Lead to Cash

  • Contact & account management
  • Sales opportunity automation
  • Quote generation
  • Price list & inventory management
  • Workflow automation

Tired of the term CRM?

The business community is inundated with CRM systems that make claims about improving the sales process. But your sales function needs to be integrated into other business processes to be of value. Creating a stand-alone application to handle sales prospecting and lead generation does not give companies the ability to take sales from lead to cash as quickly and efficiently as possible.

Instead of just automating the customer relationship management process for the sales team, Q360™'s functionality enables your sales team to keep track of and organize prospects as they migrate through a formal sales process, and then automatically transfers the detailed information contained in a won opportunity to a project template.

This cohesive single system keeps everyone in the loop including, Finance, Project Management and and Service Teams. No more running reports to just re-enter the information into the accounting system or having to re-key data for the service department.

LEADS -> Opportunities -> Rules-base Workflow -> Project Accounting-> Field Service -> CASH

Solutions360 is a software firm committed to supporting
businesses that require a complete view of their business.

Sales
Contact Management
Sales Funnel Tracking
Quote Generation
Inventory look up
Task Management
Inventory
Multi-warehouse
Multiple Cost Methods
Truck Stock Tracking
Distributor Integration
Physical Inventory
Projects
Document Management
Task Management
Workflow Management
Task Scheduling
Web Portal
Technicians
Time and Attendance
Service Dispatch Automation
Job Costing
Service Level Agreements
Billing Automation
Accounting
Project Accounting
Real-time Reporting
Deferred Revenue
Time and Billing
Purchasing