Perfect Distribution
Automation Distributor

 

 Current Location:

Cambridge, MA

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Online Demonstration

April 16th, 2013

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Overview

Front End Features

Back End Features

Getting Started

Back End Features

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Your Perfect Distribution website has a secure, back-end section which is only accessible to your staff members via secure usernames and passwords. This is where the true power of the software lies.

The back-end features, shown below, completely transform the efficiency, transparency, and profitability of your business by automating many of your day-to-day activities and seamlessly integrating your accounting, CRM, and quotation databases.

Back-End Screenshot: The real power of Perfect Distribution exists behind the scenes.

Quote Generator with Online Data Synchronization

The Perfect Distribution Quote Generator is the most revolutionary of the back-end features. The web-based quoting program simultaneously connects to your accounting database, customer database, and vendor web portals in order to help you generate accurate quotes (with lead times!) in a matter of seconds. As each new line item gets entered into your quote, the Quote Generator instantly synchronizes prices and lead times with online data provided by your vendors! It also scans through your customer's order history to check for previous prices, thereby ensuring that you use consistent, high-margin pricing.

Real-Time Monitoring of Quotes, Orders, and Customers

With access to all of your business databases, Perfect Distribution allows you to monitor all of your daily activities in real-time from our web-based interface. Use our Quote Monitor to view your new quotes. Use the Order Monitor to view new orders. Use the Customer Monitor to view new customers. Quotes, orders, and customers may be sorted by date, sales person, sales territory, manufacturer, part number, part description, and more.

Daily Activity Summaries

At the end of each day, Perfect Distribution sends an e-mail to each member of your sales staff and management team. The e-mail provides an overview of all orders, quotations, and new customers that were entered into your database on that day. These e-mails are designed to keep your staff informed of important daily activities and to ensure prompt follow-up on new business opportunities.

Automatic Welcome E-Mails

Whenever a new customer gets added to your CRM database, Perfect Distribution automatically sends the customer a welcome e-mail with your linecard attached. The e-mail is personalized with the customer's name and contact information in order to encourage a reply back to one of your staff members.

Comprehensive Sales and Quotation Graphs

Perfect Distribution allows you to plot graphs of your sales and quoting activity over any specified period using a variety of filtering criteria. For instance, you can plot sales by month for the entire company... sales by month for a particular salesperson... sales by week for a particular product line... etc.

Comprehensive Search

Using our web-based interface, your staff can quickly search for quotes and orders based on: quote number, order number, customer name, customer location, part number, part description, and more. All quotes and orders may be viewed on the web without ever opening your accounting program.

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