ERPExisting spreadsheet & manual processes
- Record customer details and discussions in personal files
- Copy quotations and re-enter sales order details
- Compile sales order and shipment status separately in spreadsheets
SALES / CRM
Sales & CRM
Handle customers, quotations, and sales orders in ERP instead of separate files, and connect sales with procurement, production, and shipment.
Run previously separate manual processes in one system.
Core sales & CRM processes
01Leads & opportunities
02Customers & contracts
03Quotations & sales orders
Explore other business modules
Process digitization
See how spreadsheet and manual processes change.
Connect and manage processes in WION ERP that previously required separate records and repeated data entry.
With WION ERP
- Manage customers and opportunities in one place
- Carry business information from quotations into sales orders
- Review progress from sales order through shipment
Handle every step in ERP.
Record each stage in ERP and manage progress and results together.
- 01
Customers & quotations
Organize customer discussions and quotation terms.
Information managed in ERPQuotations & contracts - 02
Sales orders
Register orders and check material and supply availability.
Information managed in ERPSales order documents - 03
Procurement & production integration
Connect purchasing or production processes according to inventory and production conditions.
Information managed in ERPPurchase requests & production plans - 04
Shipment
Link warehouse picking and shipment records with sales order progress.
Information managed in ERPShipment documents & transaction data
Check processing status in ERP without repeated manual consolidation.
View owners, progress, approvals, and change history using the business information recorded in ERP.
Key features
Processes managed by the Sales & CRM module.
Leads & opportunities
Record leads and customer discussions, and manage opportunity stages.
Customers & contracts
Manage customer information, commercial terms, and contracts.
Quotations & sales orders
Link quotation items, prices, and terms to sales orders to review delivery dates and quantities.
Sales analysis
View sales activity by customer, salesperson, and period.
Import/export & EDI integration
Design the scope of import/export processes and EDI integration around the customer's operations and target systems.
Every department, in one ERP.
Connect recorded business information with related modules to view each department's processes and results.
Sales & CRM
Configure the processes to digitize and approval procedures to match your company's operations. Integrate with your existing accounting system when needed.
Explore the full ERP module lineup.
View all modules ↗Configured to match the client company's processes.
Review the processes you want to implement and the systems you already use.