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• Merlin Overview
• Merlin Enquiry
• Merlin JobMaster
• Merlin TimeManager
• Office & Accounting

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Merlin Enquiry

Track your customer data and sales process through the Merlin Enquiry application. This application will help lead your staff through a sales process recording the details of the relationship with the customer. From the initial Enquiry or opportunity creation it will then record details needed for analysis and management of your sales process. Along the way it will provide data allowing follow up of key sales elements such as Quotations & Appointments.

Merlin Enquiry has many features to save time and money that will lead to sales for your company. For instance there is a link to existing Stock, Sales Ledger and Supplier data from your financial system. Importing this data rather than re-entering has obvious benefits but it also allow utilisation of the data in the sales process. Being able to work with the existing Customer Records will enhance your relationship with them as you look to generate repeat business.

Document automation and centralization is another feature that will allow your company to share sales information between staff and enhance collaboration. From the stock master you can create a Customer Quotation. This can then be generated into a Microsoft Word Document template and stored on a file server. Other users can then work with this quotation and call back at the touch of a button.

Key Features »   Links to Financial Applications Pulling Sales Ledger, Stock and Supplier data. »   Tracks data for Sales Ledger Customers of for New Prospective Customers. »   Stores data related to Enquiry including, Appointments, Contacts, Quotes, Telephone Conversation Details, Documents and the person dealing with the Enquiry. »   Creates Quotations from the Item Stock details and has the ability to generate a quote in MS Word including all the selected stocks items, Quantities and price from the Quote in the system. »   Provides data screens to allow easy follow up of the stored data i.e. for quote follow up and Enquiry follow up with the specific customer »   Stores information regarding reasons for order won/lost for trend analysis.

Screen Shots

	Customer Desktop Showing all the data available to the user from the single interface.		Customer Enquiry Screen
	Merlin Quotation from Stock Master data.		Quotation Document created from Merlin Quote.
	Active Enquiry List for follow up.

Please do not hesitate to contact us if you require any further information.