CFBS Complete MRO Business Solution eBook - Flipbook - Page 4
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ProMRO Sales Features
Features and Processes
to Grow your Profitability
Estimates
to Quotes
Quotes
to Sales
Sales to
Service
Complete
Transparency
Customers/
Growth
Real-time Activities and Financials
Proactive Sales Team Support
ProMRO allows you to go from quote through sales to post-sales support – keeping all the activity visible
to your sales and customer service team. All contacts, communications, and activities are conveniently
accessible within the system. You will have a clear view of what has transpired with a prospect.
Additionally, your customer service team will find the 360-degree view of the customer (including their job
and equipment history) especially helpful to address post-sale questions.
Features
Account, Contact and Quote Management
Quote workflow streamlines estimate requests. Send requests to the various
departments (or branches) that are needed to meet the customer/prospect’s
requirements along with ability to monitor and be notified when all the
requests have been completed. This ensures, a complete, accurate and timely
quote generation.
Improve accuracy and quote speed with service and rate package templates.
Easily track, inquire, and view customer’s equipment history as well as record
user-defined engineering values.
Satisfy every customer quote format by easily editing the quote layout on the
fly allowing you to easily meet the needs of a variety of customers. Close work
faster with less effort.
Integrated Document Management
KPI, Reporting and Dashboards
