Cloud Smart is a customisable cloud based application for creating sales orders and invoices. It connects directly to your office systems and acts as a gateway between your sales teams mobile devices.
Cloud Smart Sales allows you to
- Create orders, invoices, quotes and Proof of Delivery signatures
- Record information captured while with your client
- Sync this information with your Head Office in real time
- View all sales intelligence, detailed customer notes and more
- View your customers' previous orders
- Check for outstanding accounts
Cloud Smart does not rely on a constant internet connection - view your information anytime, anywhere!
Cloud Smart helps you by
- Improving cash flow - take our ROI challenge!
- Increasing the productivity and efficiency of your sales team
- Reducing human error caused by paper work
- Improving customer service because all information is at your fingertips!
Cloud Smart features a secure administration website interface that connects to your company's ERP systems. This processes your data in a controlled environment. Your data is then sent to your field teams' iPhones and iPads.
Options for the website application include resource planning and scheduling your sales calls. These calls can be set up as once only or as scheduled call cycles.
Territory management, sales force management, contact management, call management, job re-allocation and calendar interface are all features of Cloud Smart. All these benefits seamlessly integrate with your existing ERP systems.
Cloud Smart gives you the ability to manage customers, products and orders.
Cloud Smart Custom version allows you to share your customers with your whole sales team and integrate with your company's accounting system.