Oppertunities from Tactic

1. Opportunity Management--

 Create your quotes as well as commercial proposals and send them by email from within the application. Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.

• Use your opportunities for a 360-degree view.
• Define an amount and a probability for winning your opportunities.
• reuse the project to create new tasks to begin and track the project executions.
• Change the status of your opportunities into "Won" or "Lost".
• Follow your open opportunities.
• Analysed your performance.
• Use the predefined statistics pages to get useful information about your company or about the performance of your sales representatives.
• Like any other data, export your Opportunities with the Export module, so you can reuse them with third-party tools...

2. Productivity--

 The productivity module has a projects feature where users can manage projects and tasks. It integrates with the timesheet feature, enabling users to see the time spent on each task.

• Create Projects, Leads, or Opportunities.
• Define who can view or edit the project.
• You can also create sub-tasks.
• Record the time spent on Projects/Tasks.
• Follow your project or tasks.
• Project overview.
• Manually create events in the past or future.
• Setup module to define the events which need to be recorded automatically.
• View events in different agenda views.

3. Mobile Access--

 Your CRM (or Customer Relationship Management) system plays an important role in the functions of your business. Allowing it to be used from a Smartphone has significant benefits for your organization.

• The menu is managed by native applications.
• Integration with your phone or other applications is better through Tactic ERP & CRM Software.
• Upgrading Tactic ERP & CRM will not break its features.
• Tactic ERM & CRM use embedded image resources to reduce bandwidth.
• Tactic ERP & CRM Software uses internal cache for pages that should not change your original data.
• Edit PDF of quotes, invoices, orders, delivery notes, and interventions...
• Secure access via the mobile application to your Tactic intranet.
• Meeting with Clients.
• Sales and Productivity.
• Documentation and Processing on a single click.

4. Reimbursement Management--

• Creating a user only requires saving a name, a login name, and a password.
• Set a user e-mail and a nice corporate email signature.
• Define the hierarchy of your employees/users.
• Creating an account for your employees will allow them to access data in Tactic and to interact with all the application features such as Third parties, Business documents, and other application modules according to the access control permissions that have been defined.
• Admin must consider creating user groups, define permissions on those user groups, and assign users to those groups.
• Saving an e-mail address on the user's card will allow the user to send emails from within Tactic.
• Many other options and data can be set, such as job position, gender, notes, attaching external files, status, etc.
• Predefined statistics page gives useful information of the company or sell representative performance.

5. Calendar/Reminder System--

• Record your events in the embedded agenda: Past events for tracking purposes, or Future events for reminder purposes.
• Setup module to define the events which need to be recorded automatically.
• When a calendar event is created, an e-mail notification will be sent to the user assigned to this event.
• If the module Resources is activated, you can also assign resources to your event.
• Assign events to a customer/contact, project, and/or users.
• An integral event management platform, able to handle events of all types and sizes.
• Admin can include in the agenda view, any events that are recorded into an external calendar.

6. Cataloguing/Categorization--

• A lot of native data can be defined on the product and service cards such as sale prices, tax rate, duration or dimension, cost price, accounts, accounting, stocks, notes or add your own personalized custom fields...
• Manage your product and service catalog.
• Define your selling and/or buying prices, and keep a history of all your changes.
• Predefined and dynamic statistical reports allow you to view graphs, charts, and tables showing you the quantity and amount of products and services offered in proposals, orders, and/or invoices.
• Track the performance of your products or services
• reuse the Variant feature to generate variant products (similar products with a different color or size, for example).
• If you use the purchase features, the margins module may help you to review financial data and margins for each product or service.