Sales Reps

CRM

Sales reps are always talking to customers, and a good way to keep track of their accounts is through managing all their work within a CRM. CRM stands for Customer Relationship Management. The Latner CRM module allows for:

Searching & Quick Filters - Filtering for data only relating to your branch or your customers
Accounts - A list of that are either prospects or customers
Contacts - A list of people that work for the prospects or customers
Deals - A list of future opporuntities and forecasting
Rental Quotes - A list of rental quotes relating to a specific customer
Activities - Notes that can be entered against any of the above
Equipment Availability - Quantity available by branch & equipment class
Dashboards - Overdue & upcoming activities
Mobile & Tablet - CRM access via the Latner Software mobile web app

Below are some How To Guides on functionality within the CRM module

Searching & Quick Filters in CRM

How to search and create accounts

How to create a CRM activity

How to create a rental quote from the CRM

Rental Quotes

When sales reps are talking to customers they often need to provide a rental quote. Rental quotes can be created directly from the CRM. Rental quotes can only be generated for customers, and will pulling the company rental rates automatically. The Latner rental quote module allows for:

Rental Quote - A unique rental quote number
Site Contacts - Site contact details and delivery address
Detail Lines - Detail lines against a quote for equipment, stock, transport, labour and admin charges
Statuses - Tracking statuses such as open, quoted, won and converted
Duplicating - A previous rental quote can be duplicated
Revising - Once a rental quote has been sent a revision to the rental quote can be created
Activities - CRM Activities can be created from within the rental quote
Documents - PDF & images can be uploaded
Lost Sales - Lost sale & cancel reasons can be assigned
Generating a PDF - A PDF with a rental quote template can be generated
Emailing - Emails can be sent directly to customers
Converting to a contract - Quotes can be converted into rental contracts