SellingPoint Management Studio provides an integrated solution for managing and organizing customers, suppliers, inventory, sales, marketing , orders, estimates, reports, catalogs, and forms - all from one place. This page explores some of the features and possibilities that come with SellingPoint Management Studio.

Know where your company stands

• Access reports from anywhere. Reports are processed and calculated at the server and then fed out to SellingPoint clients making it possible to get a fresh report at anytime in one of many formats including Excel, Adobe PDF, and even through a standard web browser.
  
• Run data analysis to form trends and predictions. The flexible architecture of the reporting system in SellingPoint allows for custom data analysis and mining, giving your company a live view of its current standing.

Connect to existing investments

• Manufacturing connectors. Get seamless integration with manufacturing design software packages.
  
• Inner System Communication Platform. Take advantage of adapters that allow SellingPoint to connect to over 200 systems in real-time, such as Great Plains Accounting.
• Import and use existing contact management lists. Salesmen can import existing customer data from almost any contact management system into SellingPoint CRM, making it painless to transfer data.

Work the way you need and want

• SellingPoint Workflow. Every organization is different with the need to continue operating in a way that fits existing business processes. SellingPoint respects that need and empowers a business with the tools necessary to configure SellingPoint to operate in a way that closely matches their current methods.
• More than just simple order entry. Using workflow technologies, SellingPoint is able to interact with existing systems such as accounting, inventory, and ERP to more effectively automate the ordering process.
• Engineering validation. Engineers can enforce validation rules for each product in order to prevent orders from being created that cannot be manufactured.
• Organize and delegate information in CRM. Managing relationships with dealers, salesmen, and customers can be difficult when spread out across hundreds of individuals. Using workflow in CRM makes it possible to organize that flow of data so that every request is taken care of and recorded.

Open standards make for open data.

• Based on XML standards. Using standard XML, data from and placed in SellingPoint can be exported for use in another application, such as Microsoft Excel.
• Inner system communication platform. Using this server allows SellingPoint to exchange specific data with other systems in real-time.

Customer service done the right way

• Full CRM capabilities. Customer relationship management is at the core of good sales performance and customer support. Using SellingPoint CRM is a powerful way to ensure your company handles this critical business operation in the right way.

Give your sales teams the tools they need

• Up-to-date product catalogs, always in sync. Making sure that salesmen have the current product availability, options, and pricing is important to ensure smooth, satisfactory orders. SellingPoint takes the guess work out of catalog management by tracking all changes that occur between updates to catalogs.
• Publish the reports needed by dealers. Even if each dealer or sales team wants different reports, this can be accommodated by the SellingPoint reporting system. Upon completion, those reports can be published to the individuals who need them. This is in addition to the hundreds of reports already available out of the box.

Get a handle on estimates and quotes

• SmartQuote Technology. Getting quotes to a customer is now faster than ever. With the built in interviewing process, salesmen can rest assured that they are collecting all the information required for the manufacturer to successfully assemble a quote. The process of review and approval of the estimate is handled quickly and simply via SellingPoint.
• Publish interviews to different teams. The interview which asks the questions for a specific type of quote can be published to any dealer or sales team. Expiration dates can be set so that an interview is only good for a specific period.