Key benefits of the Sales Management Software
A seamless sales process
Benefit from fast lead capture and qualification, filtering by customers and sales projects, and the tracking of incoming inquiries from email, phone, and web in a single communication channel.
Manage your sales projects in a structured way, including priorities, potential project volume, probability of closing, competitors, and activities. Sales arguments can be stored to help increase your win rate.
Based on customer, product, and pricing data, you can create and version accurate, ready-to-send quotes, including discounts and quote validity periods, while supporting electronic approval and signature processes.
Manage contracts and related documents such as order confirmations, invoices, payment reminders, and credit notes in one central system, with full traceability and editing at any time.
Transparent sales management
Keep track of leads, sales metrics, activities, and project progress at all times with interactive dashboards and meaningful reports. This enables you to identify developments early and make informed decisions based on up-to-date data.
Automatically generate standardized sales documents such as quotes, order confirmations, invoices, payment reminders, and credit notes based on existing customer, product, and contract data.
Automatically transfer accounts receivable data, invoices, credit notes, outstanding items, and payment information to DATEV and other ERP and financial accounting systems. This reduces manual reconciliation and data maintenance efforts while avoiding duplicate data entry.
Additional features
Create invoices directly from contracts or orders. Digital signatures and formats such as ZUGFeRD, XRechnung, and Peppol are also supported.
Centrally manage items, products, price lists, and terms. Automatic price assignments reduce manual effort and provide a consistent basis for quotes and contracts.
Sales projects and financial objects can be managed in multiple currencies.
Sales tasks can be planned and tracked using the integrated task management functionality.
Create, manage, and control email, telephone, and newsletter campaigns with integrated mailing list management.
Manage multiple tenants, such as companies, countries, or organizational units, within a single solution.
A web portal supports collaboration with sales partners and provides access to relevant information. Competitors can also be managed centrally and taken into account throughout the sales process.
Platform benefits
References
We have now been working in partnership with OMNINET for more than 15 years. The technical quality of OMNITRACKER is certainly a key factor, but what is almost even more important to me is the dialogue. It feels as though they really listen when we come to them with new requirements or ideas.
OMNITRACKER goes far beyond a traditional ticketing system for our Enterprise Service Management: it supports us with digital processes tailored to our needs.
For many years, OMNITRACKER has been our central platform for integrated and highly automated business processes. In addition to the ITSM processes with which we started, today we also use OMNITRACKER to handle the majority of our administrative, logistics and compliance processes.
We appreciate the very personal and uncomplicated contact with OMNINET as manufacturer of our OMNITRACKER installations. In addition, the highly flexible applications and the support of the competent OMNINET employees are a valuable factor for us.
With OMNITRACKER we have the freedom to implement and adapt our processes by ourselves without having to rely on external support. The simple and seamless connection to third-party systems, such as our own TGW service portal, optimally supports our processes.
A complex web-based contract management solution has been created with OMNITRACKER through constructive, direct and goal-oriented communication with the support of the competent OMNINET consultants.
CERTIFICATIONS & COMPLIANCE
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