Dynamic Office Software has been specifically designed exclusively for
promotional merchandise distributors & suppliers, based on 25 years of
hands on industry experience. The software provides a complete office system
for any size of distributor, controlling the entire business process from
pre-quote to post-invoice - exactly as you need it. The system enables you to
automatically link into a 70,000+ Products database and automatically provides
pictures on your quotations.
Dynamic Office Software also includes comprehensive management reports, which
provide detailed information & analysis. The reports identify critical
information for any distributor business to fully understand what is happening
both historically, and right now - providing real knowledge for quality
decision making.
This 21st century full business system is an expansive development of an 'off
the shelf' software package. Therefore, unlike 'bespoke designed' systems, you
are never reliant on the developer for maintenance or upgrades & unlike
standard 'off the shelf' CRM systems you do not have costly modifications to
try to make it fit your business needs. The system is in daily use with many
major promotional merchandise distributors and is firmly established in our
industry. Added to this your own in house people are encouraged to learn how to
develop the software as you may wish for the future, keeping you independent
and in control.
To complete the package Dynamic Office Software automatically links in to major
CRM packages like Act! & Goldmine, we can also provide an additional cost
link into your Sage or similar accounts package.
1. Quotations:
Automatically load products from the 50,000+ product database to your quotation
- with pictures. Use tailor made e.mail templates to request prices or samples.
Import customer details automatically from 'outlook' or other contact managers.
Select origination with carriage automatically linked. Quotation screen shows
your gross profit in cash and percentage, per item and by total.
Benefits: Respond quicker to briefs & enquires. Improve accuracy and
detail in product description. Remove costly mistakes. Create more quotes in
less time. Improve quotation impact with pictures. Improve profit margins by
being clearly aware of profit as you create quotation. Increase team
efficiency. Improve order conversion rate.
2. Ideas Lists:
Prior to providing a formal quotation for a customer brief, Dynamic Office
Software has an 'ideas list' facility. This enables you to select as many
products as you wish from the 50,000+ product database and automatically e.mail
the ideas with pictures to your customer. The process is simple, just select
the item and it will automatically load to the document.
Benefits: Respond quicker, respond with more product ideas, save time in
asking suppliers for prices by using pre-loaded price guides, save substantial
sample costs, and improve your visual presentation. (When your customer
responds with a selection from your ideas list - you can close the order,
whilst your competitors are still thinking about what to show them!)
3. Orders:
Automatically convert quotation to order. Automatically generates order
acknowledgement, purchase orders & delivery notes. Order becomes a live
working document, containing key progress chasing dates and live progress
notes. Orders show gross profit in cash and percentage per item and by total.
Benefits: Fast & accurate order placing. Clear details of profit
made per order. Improved team efficiency.
4. Stock Management:
Controls stock inventory records as orders are placed.
5. Stock Invoicing:
Automatically convert order to invoice. Report indicates supplier delivery
date, on final progress chase, when dispatch is confirmed, final quantities can
be confirmed and customer immediately invoiced without awaiting the supplier
invoice.
Benefits: Immediate invoicing to improve cash flow.
6. Customer Despatch Advice:
On final progress chase, when despatch is confirmed, automatically e.mail
'customer dispatch advice' to customer confirming goods on way.
Benefits: Confirms to customer goods on way (earning brownie points!)
Prevents finding a job hasn't been delivered - three weeks after the event!
'Customer Despatch advice' contains delivery address, so, if it about to go to
wrong address - you have time to resolve the problem.
7. Customer Document History:
Dynamic Office Software retains all of your customer quotation, order &
invoice history. Any document will be found in seconds thanks to the multi
level search facility.
Benefits: Fast & accurate access to live progress notes so anyone
can view any job to find latest status and conversations. (No more scrabbling
around job bags to find out what is happening when someone is out!) You have
time to resolve the problem.
This brief overview gives a feel for what Dynamic Office Software can do for
your team and your business efficiency. To find out more please call Alistair
Mylchreest on 01483 535276 or alistairm@sourcingcity.co.uk
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