TACTIC Localization

 This page contains the very basic features of Tactic, which are considered to be the most important features as well. 

1. Proposal Generation--

A proposal is a drafted document that can be presented to a customer for providing then with an idea about the products that can are sold or the services that are promised by the seller. The services provided by this feature are: 

• Management of commercial proposals
• Merging proposals of third parties for eliminating duplicate proposals
• Modification of proposal status
• Creation of more than one address for each prospect or customer

2. Quotes/Estimates--

This feature of Tactic offer management of quotes and estimates within an easy and more defined interface. This helps the user in: 

• Inclusion of predefined products to save time and enter the full list of products and services manually
• Creation of user preferred Quote or Commercial Proposal
• The digital copy of a commercial proposal is automatically generated and updated within time
• Sending your quote or a selection of quotes via email, directly from within the application
• Modification the status of proposals such as changing "Refused" to "Signed" and more
• Listing and displaying all the quotes
• Filtering the quotes based on their categories and criteria

3. Customer Service Analytics--

The feature of customer service analytics can be considered as one of the most important services provided by Tactic. It provides an updated overview for organisations regarding their performance of customer service. The primary services provides by this feature are: 

• Management of customer, supplier and vendor directory
• Management of commercial proposal along with PDF generator
• Order management
• Reusing prospects and customer database of generating mass email
• Application of Double entry accounting and general and auxiliary accounting
• A detailed and defined statistic page to analyse sell representative performance along with the management of useful and important information

4. Search/Filter--

Every module in Tactic has the convenience of searching for specific database with the help of certain keywords. This feature allows the users to: 

• Search a module, a product, author name, publication date and more
• Filter product catalogue and other properties of choice
• Filter can also be done by activation date and graduation date
• Search and filter can be applied in client name as well

6. Expense Tracking--

This feature of Tactic is associated with managing an effective workflow by providing the employees with an easy interface to create their own expense report. The managers and admins can easily track the expense report and approve or decline those. The status upgrading feature allows to testify if the expenses have been paid or not. 

• Creation and management of expense reports and expense report requests
• Generation of an email to be directed to the supervisors
• Validating or refusing expense reports in one click
• Linking expense reports with leads or projects
• Application of export wizard to export the required data payroll providers
• Definition of expense report in dictionaries for accumulating accurate statistics