Plex

Customer and Sales Management

Establish strong, valuable relationships with your customers and maintain effective and efficient collaboration using flexible automated sales processes.

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Be More Responsive to Your Customers

Be more responsive to your customers. Automate your sales processes for increased efficiency and faster customer response time. Direct links to real-time inventory data and production planning tools improve order fulfillment and on-time delivery.

Capabilities

Bring your customers and suppliers together on the same platform for greater end-to-end visibility and control

Keep your customers in the loop for stronger business ties leading to measurable and faster ROI

Sustain a centralized structure for all customer-facing interactions. Orchestrate your supply chain and production decisions. Make your business an extension of your customers’ business.

Make your sales processes more responsive and rewarding, with EDI tailored to customers’ needs, multiple payment processing options and rich quotation capabilities

Empower your sales team with real-time importing of EDI releases, automating ASNs, converting cost estimates into quotes and enabling one-time customer buys with ease

Reduce your operating costs by minimizing manual efforts and automating your order-to-cash processes


Customer and Sales Management Products

Centralized Sales

Make it easy for your customers to work with your enterprise for centralized, streamlined and efficient sales orders management execution and escalations handling.

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Credit Card Processing

Process credit card transactions, quickly and securely, providing a flexible payment option to your customers.

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Customer Portal

Let customers communicate directly with your business from one centralized platform, securely and proactively.

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Electronic Data Interchange (EDI)

Manage your EDI trading partners, mailboxes and documents for an instant and flexible exchange of transactions with your customers.

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Quoting and Estimating

Automate your pricing and quotations, and be more responsive to your customers.

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Release Accounting

Track and manage your customer order and release information with ease.

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Sales Management

Drive towards higher sales and revenue with easier access to information and higher visibility.

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Customer Order Management

Manage all of your comprehensive customer master data in one central location.

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Service and Warranty

Have all of your field service and warranty details up-to-date, all the time.

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Vendor Managed Inventory

Exceed your customer expectations with automatic replenishment of vendor-managed inventory and timely invoicing.

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WHITE PAPER

10 Questions to Ask an ERP vendor

Explore 10 important questions to ask when choosing a new ERP manufacturing system.

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Best Practices for ERP in the Cloud

Discover five advantages offered by cloud-based ERP for manufacturers.

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Understanding Inventory and Lead Times

Manufacturing expert Dave Turbide examines effective inventory management.

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Need help with implementation?

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