Emax incorporates a particularly powerful contact management system configured specifically for manufacturing and distribution.

• records of contacts with customer fully integrated with other functions eg estimating, sales, production and costing and invoicing.
• Stores next contact dates and actions
• Important quotes can be chased individually with individual records of activity and call back dates.
• Lower value quotes can be chased en masse.
• Marketing campaigns to get new customers
• Allows authorised sales people in the field to key into the system update call records and prepare quotes online.

Drill downs from just about anywhere on the system give access to key information on the customer. This could be

• previous quotes
• prices for similar parts or assemblies.
• instant analysis of customer or contact buying patterns
• sales history including profitability

Activity and performance statistics are also available.

Emax reports if expected buying patterns are not met including:

• failure to meet expected sales targets
• failure to meet a expected level of quote or sales order activity.

In summary Emax provides a powerful CRM which integrates with the rest of the enterprise to provide a number of features and options which cannot be attained by a stand-alone CRM package.

Fast accurate quotations

E-MAX RM6 is particularly powerful in this area and allows estimators, on computer, to replicate and automate the processes they use in real life. The system starts with a full enquiry logging and management system which shows if the item has been quoted before, tracks the enquiry and highlights what still has to be done.

The quoting system is particularly powerful for precision engineers who have to quote in multiple batch sizes and companies who assemble to order who need to build a full bill of materials very quickly and roll up the costs.

The system also incorporates specialist calculations for speeds and feeds, fabrication or laser cutting.

Powerful analysis

Full analysis of quote conversion rates is also available which can be taken by customer, product group and estimator. Further analysis such as reasons for loss or declining to quote are available.

In addition to producing quick quotes, the system produces elegant final quotes, in colour if necessary, which can be amended by the customer.