Selling equipment involves complex supply chain management between many departments of the business. Baseplan Enterprise offers connected processing in its integrated equipment sales software from initial call to invoicing and after sales servicing. At a glance, salespeople can see where orders are currently in the process and view shipping information, pre-delivery requirements and progress, and track work performed compared to what was quoted.
Customer Relationship Management (CRM) - Pre-Sales Process
The Baseplan CRM software, used by your sales team, can be integrated to provide powerful tools for pre-sales process tracking and better information about your customers and opportunities.
Process controls are key components in the service management software that allows for planning of spare parts and labor resources. Service plans are set up based on agreed dates, days elapsed, usage and any combination with jobs created on demand using an interactive preventative maintenance planning screen.
Sales Quote Module
Baseplan's ERP solution includes a sales quote module, which is used to prepare and track the progress of capital equipment quotes and sales. It streamlines the sales quote generation and approval process.
Pre-Delivery Wizard (PDW)
The PDW is a central piece of equipment sales software for the purchase and sales of serialized stock items. Each PDW record represents a piece of serialized stock. Its function is to keep track of individual serial numbered stock items.
Spare Parts Management
Our flexible equipment maintenance software guarantees efficient spare parts inventory management, reduces obsolescence and expediting costs through improved forecasting and ensuring technician visits are more effective, enhancing your field solutions offering.
Field and Workshop Services
Baseplan Software offers a range of workshop service and field solutions to further enhance the responsiveness of your service department.