HD DataPlus Integration [ ACT! + QuoteWerks + e

Transcription

HD DataPlus Integration [ ACT! + QuoteWerks + e-automate ]
DataPlus - Your One Stop Solution for Your Business’ Information!
Creating a Sales
Opportunity
From ACT! Choose your
customer or prospect.
Click on QuoteWerks Icon
Integrate ACT! with QuoteWerks
QuoteWerks loads and creates
connection to ACT! contact.
Click icon to import Sold To
Click icon to import Ship To
Click icon to import Bill To
Import ACT Contact Information

Sold To is imported

Ship To is imported

Bill To is imported
Import ACT Contact Information

Customer number or
Prospect number is
imported

Leaser Vendor Number and
Company name imported

Rate 1

Rate 2

Rate 3
Modify Sale Info

Transaction Date

Ship Via

FOB

Terms

Cust PO#

Due Date

Tax Rate

Preformatted Doc No.

Sales Rep (Imported from
ACT!

Doc Status

Alternate Currency

Locked Document
Initiate Product selection

Click on Product icon to
load product list

Products will be inserted in
order chosen
Product selection

Choose product by Vendor

Item list by vendor

Click Select/Add to choose
item (or double click item

Product list is generated and
updated on a scheduled
basis from e-automate’s
items

Product list can also be
generated from:

Excel

Access

ODBC

Ole DB

MS SQL

Synnx, Ingram
Micro, Tech Data
Add Product Items

Add Item Assistant

Append or Insert item to
quote

Close
Assign Line Attributes

Each line item has it’s own
attributes

Price hidden

Optional

Tax Code

Hide Price

Exclude Line

Print Line

Print Picture
Fine Tune Your Quote

Options available to chosen
items

Global options

Line Type Properties

Line Attributes

Insert Blank Line

Add Comment

Add Subtotal

Add Running
Subtotal

Add % Charge

Add Formula Line
Finalize Quote

Totals for all items

Extended Cost

Extended Price

Extended List

Profit

Profit Margin

Commission

Item list display

Key fields can manually be
modified

Save Quote
Save Quote & Integrate ACT!

Details of Quote

Create/Update Follow-up
Call

Create/Update Meeting

Create/Update To-do

Create/Update Sales
Opportunity

Save Quote
Create ACT! Sales Opportunity

Forecast

Process

Sales Stage

Probability

Estimated Close Date

Save as ACT! Opportunity
QuoteWerks Attached
Document

QuoteWerks Opportunity file
is saved and attached to
contact
Reopen QuoteWerks Quote

ACT! Opportunity file is
saved and attached to
contact

Double click ACT!
Opportunity to open
ACT! Sales Opportunity

ACT! Opportunity data is
updated by QuoteWerks

ACT! opportunity is
updated when
QuoteWerks Quote
is modified

Product information

Quantity

Cost

Price

Adjusted Price

Subtotal

Weighted Total

Total

Ok to close opportunity
Opportunity List

Filter Opportunities

List of Filtered Opportunities
Opportunity Reporting

Reporting Icons

Opportunity Pipeline

Opportunity Graph

Create Contact Lookup

Export List to Excel

Reporting Icons

Create graph for

Display data for sales
managed by

Assign colors

Process

Headers / Footer

Graph

Reporting Icons

Displayed by Stages

Opportunity Options

Reporting Icons
Opportunity Graph

Displayed by month/amount

Opportunity Options
ACT! Query Reports
on Sales Opportunities
[Samples]
Stonefield Query can automate reports
that need to go out on a regular
scheduled basis via file and or e-mails.
from ACT! data
Stonefield Query Reports
[Samples]
from ACT! data
Stonefield Query Reports
[Samples]
from QuoteWerks data
ACT! Dashboard

My Schedule At-A-Glance

Activities by User

Opportunity Pipeline by
Stage

Opportunity by User

Top 10 Opportunities

Closed Sales to Date