ALCiE Quotation & Prospecting

Part of the ALCiE Distribution and Membership Distribution Management product lines.

ALCiE Quotation provides all of the features necessary to create a professional appearing quotation, with the ability to later turn the quote into a sales order. The quote creation process provides the facility to easily create a quote by copying all or parts of a previous quote - thus reducing data entry time. Unlimited user-defined text for each line item of the quote further enhances the printed quote. For companies that require lead and prospecting capabilities, ALCiE Prospecting is a valuable tool that can assist in turning opportunities into sales.

Partial list of standard features:

  • Includes an integrated Contact Management application.
  • Complete Lead tracking process, with conversion to Opportunity.
  • Complete Opportunity (Prospect) tracking process, with conversion to Quote.
  • On-line inquiry screens for quick access to lead, opportunity and quote details.
  • Powerful, yet practical, lead and opportunity management screens.
  • Can create new quote by copying from another quote.
  • Unlimited number of line items per quote.
  • Unlimited line item comments.
  • Sales price calculated based on margin with a minimum margin check.
  • Look-up access to ALCiE Inventory Management, Accounts Receivable, Order Entry, and Job Cost during quote entry.
  • Laser printing for professional-looking quotation.
  • Quote status for tracking and reporting.
  • Create new customer from quote.
  • Create sales order from quote.
  • Stocked and non-stocked material items allowed (items do not have to be in ALCiE Inventory).
  • Multiple currencies are supported.
  • User-defined probability percentages.
  • Salesperson tickler file and prospect tracking notes.
  • Salesperson call-tracking.
  • Detailed and summary sales forecasting by salesperson.
  • Automatic or manual assignment of quotes numbers.
  • User-defined date formats.
  • Partial list of Standard reports:
  Prospect Master report   Prospect Activity report
  Quote Status report   Salesperson Trip Status report
  Quote Forecast Summary and Detail reports   Call Activity by Month report
  Schedule (Expected) by Due Date report   Call Activity by Prospect report
  Prospect Follow-up Summary and Detail reports   Prospect (Telemarketing) labels