Sales Management Software: Unify Your Team

From quoting, to taking orders, to delivering product, to managing a long-term customer relationship, ProcessPro provides all the tools you will need to drive your business to new levels.

Share critical information to build a strong organization

Order Entry

Order Entry generates, schedules and maintains sales orders and sales order backlogs. Invoices are created automatically and linked to Accounts Receivable. Order Entry prints pick lists, UPS tags and a variety of sales analysis reports.

Research & Development (R&D)

R&D allow for product development within the system without interfering with current production. Leverage existing cost history while quickly adding new items for R&D purposes only. Easily convert R&D items into “live” company.

Customer Relationship Management (CRM)

With CRM you can quickly analyze, manage sales, marketing and customer care activities across all points of contact, giving your teams the tools they need to find new customers, close sales faster and build lasting relationships across all channels.

Electronic Data Interchange (EDI)

EDI can provide significant efficiencies for key business transactions. ProcessPro seamlessly links your EDI transactions to trading partners through our own translator and value added network or with your existing EDI provider.

Credit Card Processing

A PCI compliant solution for processing credit card transactions that seamlessly integrates to SO functions and multiple payments solutions. Eliminates duplicate entry and quickly processes transitions while keeping customer information secure.

Point of Sale (POS)

Point of Sale is a retail management system that takes advantage of the latest touch-screen, scanning and barcoding technologies, facilitating the rapid transaction processing necessary in a single company store or a multi-point retail environment.

Direct Store Delivery (DSD)

Extends our POS sale functionality to your mobile route sales and delivery team to order, invoice and accept payment “on the road.”

B2B eCommerce

Provide your customers with a web portal for self-service sales without the need for a third-party eCommerce solution. This functionality also allows your sales reps the ability to enter mobile orders from customer locations and trade shows.

“ProcessPro’s exceptional reporting and audit trail functions have helped in gaining and retaining our major accounts. Having important operational information right at our fingertips has been very empowering to our managers. It reinforced our clients’ confidence in our ability to meet their needs.”
Ede Payne, VP & General Manager, Swiss-American Products, Inc.

Effectively Manage Your Sales Flow.

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