Enhance your CRM with Matrix -
Order and Inventory Management !
With the addition of Matrix velocity, CRM becomes an enterprise system moving you beyond the sales contact process and into a system wide management of order processing, inventory control, purchase orders and invoicing. Matrix velocity, while automatically reporting and updating forecasts for management is a closed loop order management system. When creating a quote, staff can see inventory items on hand, on order, and allocated. Accelerates the sales cycle and managing customers expectations with real time information.
With the Matrix closed loop process, items are received in with POs or direct entry. When an order status moves to an invoice, a pick ticket is sent to the warehouse or purchase orders are sent to vendors for shipment. Multiple purchase orders per sales-order can be created seamlessly, eliminating errors. Tracking and capturing serial numbers at the point of inventory receipt or at the point of pick and ship. Track customer purchase history for warranty and entitlements.
Manage complex Inventories -
For long term projects, create standing orders that lock inventory for future fulfillment with set pricing and price escalators or simply create multiple price books with customer specific pricing.
Subscription Billing -
Select a single item or multiple items per invoice and turn it into automatic billing cycles by month, day and duration.
Matrix velocity is a managed package and integrates to Professional and Enterprise.
For downloadable PDFs that include more information about Matrix velocity and our other products and services please click here or our list of all products PDFs.
For additional information and to set up your personal demonstration of Matrix call 800-826-2859 or goto the Appexchange and search Matrix and select Test Drive!