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Lantek Integra CRM
It is totally integrated with the rest of Lantek Integra solutions. The traceability off all the customers’ activities is managed by the CRM module: sales orders, delivery notes, orders, etc.
It allows the management of all the customer’s data and also the customer credit risk before the close of a commercial activity. If the commercial activity exceeds the defined risk, the system offers different alternatives.
Lantek Integra CRM is the perfect solution for the creation and management of quotations for sheet metal parts, profiles and product structures in the sheet metal processing sector. Designed for professionals involved in the quotation process, it does not require advanced expertise in designing or nesting.
Quick Quote Generation
The generation of quotations by the user, easily and concisely, is the main objective of the system. It includes different tools to speed up the process.
By means of an intuitive link to Lantek CAD/CAM solutions, the system simulates a nest and automatically calculates the costs for each piece.
Lantek Integra CRM provides a quotation tool to calculate the costs associated with each assembly, part or process.
Once the geometry, material, thickness and associated operations are defined, the system is able to calculate the estimated costs and is fully integrated with the Lantek CAD/CAM module.
Lantek Integra CRM includes cost calculations for different operations such as: bending, painting, welding, assembly, and more. Moreover, the user is allowed to add extra costs for each option and/or quote.
Total integration with Lantek CAD/CAM solutions
Lantek Integra CRM is fully integrated with Lantek CAD/CAM solutions. The system allows a quote to be drawn up, taking into account the cutting times for each part included in the nest. It is a very accurate cost calculation system, as it enables real multi-part nesting and takes into account the values specified in machine configuration. The quotation nest can be reused in the rest of company’s processes.
Cost and sale prices calculation and comparison
Lantek Integra CRM is a powerful solution to calculate costs. As a final result it shows the different costs in detail: material costs, labor costs and machine costs, among other things, for each option.
The user can increase or reduce each of the costs types and the desired margin and calculate the quote again with different sales values.
The system enables the comparison of cost and sale prices. For example, when a quote has been drawn up for a job with specific technology, also it is possible to calculate the cost for the same work using different technology or with another type of material.
Fully integrate with the other modules
The Lantek Integra CRM module is fully integrated with rest of the management modules of Lantek Integra.
Once the quote is generated and accepted by the customer, the user might generate a sale order and transfer it automatically to manufacturing department.
The quotation is fully associated to generated sales orders, delivery notes and invoices. So it is possible to obtain a complete trace of the complete sales cycle.
History and analysis of CRM
Lantek Integra CRM allows powerful graphical visualisation and analysis of all the customer contact and sales data. Activity and trends can easily be identified and monitored.
The system provides a record of all quotes generated. The user can retrieve a quotation at any time, modify the data and create a new quotation in just a few seconds.