Lifecycle of an Enquiry with Caliburn Fusion
Caliburn Fusion is available to manage and control every stage of the business as an enquiry passes through from lead to quote, sale, manufacture, delivery, installation and beyond.
There is a distinct process through which every enquiry has to go if it is to be successfully converted into a completed job. Businesses often deal with them differently and clearly some procedures are different for businesses that manufacture their own frames compared to those that buy in. Certain elements however are standard to all and everyone can benefit from the right software.
With the Caliburn Fusion software system there are modules that will suit all business types and there are modules that are specific to certain types of business. Caliburn Fusion is unique in the way it can be tailored to suit the need of individual businesses.
Lead management software will allow you to record an enquiry and what you do with it. Caliburn Fusion can also allow you to measure returns from your lead sources, break down the cost centres and analyse profitability.
Maximum effect can be achieved by using Caliburn Fusion professional sales presentation software to generate a quotation and a contract document. Maximum accuracy is gained by using this presentation software with it's powerful built in auto pricing facilities.
The quotation and contract document can be produced on a PC, laptop, a hand held (windows mobile device) or on the internet with a Caliburn Fusion Online system.
The product has to be ordered. Manufacturers need to enter it into their system. Resellers need to order from their supplier. Either way sizes can be amended to surveyed dimensions within Caliburn Fusion and the report printed avoiding problems trying to decipher poor handwriting. No more forgotten details; if it was on the quote it will be on the order documents. Orders from reseller to supplier can even be sent by e-mail so they do not have to be re entered. Another potential source of error is eliminated.
Manufacturers have access to an incredible array of functions within Caliburn Fusion all based on the single data entry (that may even have been done for them by their customer). Production reports, works sheets, scheduling, batching, optimisation, stock control, invoicing, purchasing and cost control. All these are functions easily handled by the Caliburn Fusion software. If that is not enough try bar coding to control production and measure throughput, then of course you can let the computer run most of your machine operations.
Caliburn Fusion software can plan your loading, group products for dispatch based on available vehicles and customer locations and with loading and delivery notes you can "check 'em on and check 'em off". With bar coding and a portable bar code reader you can prove it too! For the fitters you can give them a printout of which frame goes in which hole and lets throw in a customised satisfaction note as well.
Last but not least there is the invoice so you can pick up the cheque at the end of the job. Available at the touch of a button the invoice detail can be passed directly from Caliburn Fusion to most accounts packages eliminating yet another source of double entry.
Caliburn Fusion management software can even help you plan remedials and record the results building up a history on the job that could be all important if you have a disagreement with the customer. You can also see instantly whether you actually did the job and whether it is still in guarantee. If you need replacement parts the sizes can be available in an instant.
Once the job is finished lets not forget that the customer is a potential source of add on business or recommendations so it's back to the Caliburn Fusion lead management software. Lets mail shot everyone we did windows for with a conservatory offer. If we've already done the conservatory as well lets try roofline products or an incentive to recommend a friend.
Few companies have yet grasped the full potential of the latest Caliburn Fusion software and those that have are clearly in a strong position to win more business and improve profitability. Those that are slow to take the opportunities are sure to find themselves struggling to catch up later.
Remember. Caliburn Fusion is a total solution but because of its modular nature you can take just the bits you need now and build on them later. That is why Caliburn Fusion offers the best choice for more companies in the window industry than anyone else.
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