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Cahill SALES ASSISTANT Distributors Quotation & Project Control Software

Cahill SALES ASSISTANT Distributors Quotation & Project Control Software. Features:. Quotations/Estimating Project Control Material Crossover Price System Email System Bid Board Expediting/Follow Up Submittal/Labels & Letters Project Specification - PDF

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Cahill SALES ASSISTANT Distributors Quotation & Project Control Software

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  1. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Features: • Quotations/Estimating • Project Control • Material Crossover • Price System • Email System • Bid Board • Expediting/Follow Up • Submittal/Labels & Letters • Project Specification - PDF • Quote Price History – Market Level

  2. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Benefits • Improves your response to RFQ’s to provide better service. • Know who you quoted, when and at what price, cost, and margin. • Improves the professional image of your firm. • Saves valuable time in quoting function. • No more lost quotes when someone pulled it out of the file. • Can change a price and obtain new totals in seconds. • Visibility to prior price/cost used saves time and improves margins. • Improves the consistency, quality, and margins of quotations. • Reduce quoting and extension errors. • Measure the realization rate of your customers obtaining quoted jobs. • Report quoted Families/Catalog numbers in units or dollars. • Measure your Lamp volume and margins. • Provide better documentation to order entry function to reduce errors.

  3. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software HTML Help System • Press F1 from any system • to display the Help System. • All help systems have the • following sections: • Introduction • Contents • Frequently Asked • Questions • Web Support

  4. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software QuotationSystem • Lookup Quotes By Job • Name, Quote Number, • Entry Date, Bid Date, and • Location • Track Up To 4 Specifiers • On Every Job • Track Cost, Sell, and • Margin • Track Lamps for Each • Fixture • 9 Extra Columns to use • for Pricing or Counts.

  5. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software QuotationSystem • Ability to set a Unit • of Measure so larger • values can be quoted • per Each(EA), 100(c), • 1000(M) or Feet(FT) • Ability to set certain • MFG’s to display up • to 4 decimal places in • price columns

  6. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software QuotationSystem • Automatically switch • between printing and • faxing without switching • your default driver • Automatically email • quotes to your • customers • Keep a record of which • customers were quoted • and at what price, cost, • and margin

  7. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Fixture Crossover System • Look up specified products • and crosses to the product • equals that you represent • Build your crossover data • as you cross each project • Convert a bill of material • into the Quotation System • for pricing • Print and send specification • approval requests

  8. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Quote Reports • Obtain a printed or displayed • report of quote summary • information • Select reports based on • bid date range, entry date • range, salesman, retrieval • code or several other select • criteria • Quote realization – compare • dollars quoted to each • customer vs. the dollars • obtained

  9. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Quote Reports Salesman/Follow-Up Quote Realization

  10. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Name and Address System • Lookup customer contacts by • code, city, state, zip or firm • name • Break up records into a • logical sequence by • retrieval codes to create • mailings • Keep track of your • customers email addresses • for easy integration with • the SAW Email System

  11. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Price System • Import/Export prices from Trade • Services or from an Excel • file • Enter a 4 character MFG • code, 50 character • description and up to 24 • columns of pricing • Automatically price a • quote line item using • the Alt-U keystroke • sequence

  12. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Email System • Automatically email quotes • to your customers • Easy one time Setup • Lookup your customers • email addresses from the • Name and Address System • Track your past email • messages you sent and what • customers you sent them to

  13. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Expedite/Follow up System • Follow up on my To Do • tasks - List all tasks that • are assigned to you - the • system acts like your own • personal To Do List • Principles may assign tasks • to other personnel with • Action Dates for completion • View all open tasks for a • customer to better service that • customer and maximize phone • contact time

  14. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Project Control System • Import projects from or export • projects to quotes. Import entire • projects or just the line items • Follow each catalog number • for requested ship date, • estimated ship date, actual • delivery date, partial shipments, • remaining balance, etc...

  15. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Project Control System • Different Views to • only see the • information you need • Shipment • Payment • All • Shipment • Payment • All • Shipment • Payment • All

  16. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Submittal/Labels System • Keep a record of your • submittals • Import your submittals • directly from the quote • system to eliminate • keying errors • Print your submittal labels • in color • Print submittal letters, • fixture and shipping • schedules, and lead time • reports

  17. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid BoardSystem • This system allows you • to know which jobs you • are going to bid, when • they are expected to • bid, who they are • assigned to and the • status of each job. • Track Bid Time, Status, • Sales person and • Priority

  18. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid BoardSystem • Import quotes by Bid • Date, Entry Date or • One at a time, and • easily re-import • changes made to quotes • without losing current • Bid Board data • Keep track of special • Notes and Remarks for • each bid board entry.

  19. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid BoardSystem • Customize outputs • allow you to create • documents with only • the information you • want your customer to • see • Print Bid Reports in • multiple sequences

  20. Cahill SALES ASSISTANT Distributors Quotation & Project Control Software Bid BoardSystem • Output your Bid Board • Microsoft Excel • PDF • Html • Printed formats

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