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Sales is key to every business, the faster the customer response time, the shorter the sales cycle the quicker the sale. M2O enables your sales team to create estimates and orders in a few clicks. Create the order, add your products/parts and M2O applies pricing logic based on a customer basis. Want to change something? The Sales team can still adjust the pricing right on the same page. Your estimates and quotes are flagged, and on customer approval can easily be converted to a sales order.
Inventory management offers a two for one functionality: while inputting orders, existing inventory is seamlessly synced to flag your sales team, in real time, of availability. The advantage: no need to spend additional sales time to call customers after the fact with an “out of stock” message. One better, you can configure M2O to generate a reminder when it’s time to restock, eliminating order back logs.
There are two options to fulfill an order: a customer can pick up the order or you can deliver the products. Either way you should be able to manage shipping efficiently to reduce hold time and cost. M2O allows you to see orders that are ready to be shipped/pick-up and you are able to print required documents like delivery slip etc to fulfill the order within M2O.
Import your existing customer base into M2O and burn the excel spreadsheet. Manage customers effectively, efficiently and simply, with advanced price management for customized customer pricing. Utilize CRM with easy reports on customer preference and spend patterns to be able to offer preferred pricing to high volume buyers, building customer loyalty and retention. Spend your time and money where return is greatest.
Manage your product catalog efficiently within M2O. Keep track of all parts/raw materials you have on hand and number of products manufactured. Managing parts is simple and provides unlimited customization options for each product. Do not sacrifice on customization due to ordering limitations. M2O allows you to customize each product by attaching specific parts to the product.
Advanced reporting allows filter reports based on key metrics. M2O has the ability to report on all information that is entered. Along with the reports, M2O offers a dynamic dashboard that shows you invoice status to ensure you are paid on time. Reports will help you to identify up sell opportunities to increase revenue.
Import and export customer, inventory and sales data from M2O to Quickbooks and vice versa.