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Sales agency seeks sales software for managing customer data and orders

IT project from: sales agency (Germany)Project no. 22/2868: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are independent sales representatives in the fashion industry and are looking for sales software to manage customer data and orders.

We have the following requirements for the software:

  • Customer database
  • Ability to enter order values and compare them with previous seasons
  • Create lists for order date agreements
  • All sales for a customer per season at a glance
  • Ability to generate customer sales trends and forecasts
  • Orders are recorded at the customer's premises and immediately forwarded to the manufacturers
  • We only receive order confirmations as PDF files and have to enter them manually into Excel to maintain an overview
  • macOS-compatible, preferably cloud-based

Three software workstations are required.

Based on the specific requirements, the following solutions can be considered:

Project statistics

Quantity
Researched solutions 24
Selected potentially relevant solutions (of which published) 12 (1)
Sent e-mails (questions, queries) and telephone calls 67
E-mails received from vendors 16
Direct responses to the IT project 2
Responses classified as relevant 5