The software solution for your whole business. Designed specifically for window furnishing retailers, wholesalers and manufacturers.
Dramatic new efficiency gains. Process orders directly from in-home quotes through to manufacturing orders or purchase orders. Remove effort and eliminate errors.
|Powerful Sales Management||Complete Financial Control||Instant Order Production|
|INSYTE sports the industry’s most powerful sales management features. From Lead Capture to Outlook Synchronization to Mobile Quoting and Advanced Sales Analytics. INSYTE helps you close more sales, more efficiently.||Proven in dozens of businesses across the industry, INSYTE sports all the financial features needed to know how much each creditor owes, and how much money must be collected. Always.||Whether you manufacture or purchase products, INSYTE instantly transforms confirmed orders into manufacturing or purchase orders. No human intervention means fewer errors and higher performance.|
Powerful Sales Management
Rapid Lead Capture
Be professional. Know your customers.
Never waste a key-stroke. The industry’s most rapid lead capture process ensures you identify calls from existing customers first. This allows team members to tailor their greeting for existing customers and to prevent duplicate customer records. Identify customers by phone number, name or organization to accelerate your data input.
Capture name, contact numbers, preferred contact methods and address in order to reliably contact your customers. Accelerate data input with the industry’s most efficient address input method. Prevent sales consultants from visiting wrong addresses by validating that addresses actually exist.
INSYTE’s lead capture screens supports home owners, renters, real estate agents and commercial businesses. It enforces the capture of lead sources to reliably measure advertising effectiveness, as well as the capture of products of interest to inform sales consultants what the customer wants to purchase.
Automatic Sales Scheduling
Schedule the next available appointment in the customer’s area.
Press a single button to schedule the very next sales appointment in the area. INSYTE ensures each customer is promised the nearest availability across your entire sales team.
INSYTE’s sales calendars show the entire office which appointments are coming up. Any authorized team member can update or modify the sales calendar to meet changing customer requests.
Communicate sales appointments to sales consultants through mobile tablet synchronization, publishing to their calendar on their smartphone via Outlook, or by integrated emailing of rep run reports.
Throw away the consultant pricing books.
INSYTE provides a practical and efficient system to allow sales consultants to rapidly specify options across window covering ranges, always ensuring that the actual measured sizes are specified for each quote line. Products can be configured to automatically generate prices based on width, height, square metreage, lineal metreage or even calculated formulae. Products can be configured to prevent the selection of non-buildable combinations of options. Discounting facilities allow consultants freedom to negotiate within set bounds to close sales profitably.
When customers agree to a quote on-the-spot, the quotes can be printed or emailed. Customers can express agreement by signing on-screen or on paper. Deposits can be collected and recorded into INSYTE immediately. INSYTE even executes credit card transactions online. And when the consultant leaves, the confirmed quote can be synchronized back to the office immediately via 3G wireless networks. INSYTE Mobile quoting is a great way to leap ahead of your competition—being able to begin processing orders within minutes of them being confirmed.
Track Sales Outcomes
Drive sales activities to follow up on outstanding quotes.
Provide superior sales performance through tracking all results of each lead or quote. The current list of open opportunities are presented to each sales representative when they first open INSYTE. Retail staff can assign follow-up activities to call customers to clarify or resolve issues. Managers have an overview of all activities that need to be actioned.
INSYTE supports sales consultants and front office staff in creating to do activities set into the future. It clears the head, allowing team members to focus on what is important now. To execute what is urgent now, secure in the knowledge that future activities will be presented when the time is right.
INSYTE Sales Analytics show comparative performance of sales representatives. They allow managers to understand what marketing sources are driving most traffic. To understand which sales reps are most effective at sales to new and existing customers. To understand which products and fabrics and colours are selling the most. And to understand where you’re losing sales to the competition.
Automatic Commission Calculation
Save time by automatically generating commission reports.
Based on your business rules, INSYTE Software can configure its commissions module to automatically generate the right commissions for commission-based employees. INSYTE can calculate, multiple commission plans, using just the right rules. INSYTE can include non-system generated payments, such as mobiles and car allowances. Commission tables can be set up so you can vary commission rates whenever you need to. Managerial overrides allow commissions to be varied on an as-needed basis. Commissions are integrated into financial instruments so that you can produce them at a click of a button.
Complete Financial Control
|Sales||Automatically convert quotes into orders. No data entry required.|
|Invoices||Automatically generate whole or partial orders from sales orders. No data entry required.|
|Payments||Record deposits, part and final payments against orders or invoices.|
|Allocations||Payments can be allocated to one or more orders or invoices, either automatically, or for the finest control, manually.|
|Refunds||Refund customers and record exactly why you’re refunding them.|
|Vary the income being reported against a sale by issuing credit notes to customers.
|Discount Limits||Control who can discount and to what level. Set discounts thresholds by product, region and team.|
|Discount Thresholds||Control the percentage of deposits required to proceed with a quote. Set warning and minimum thresholds.|
|Customer Credit Limits||Control exactly how much credit each individual customer can obtain. Prevent team members from processing new orders until the account is dealt with.|
|Payment Terms||Set the default payment terms on system-wide basis. Set payment terms by customer. Vary payment terms by invoice.|
|Aged Debtors||Know exactly how old is the current debt. Support the collection of funds through instant up-to-date debtors information.|
|See exactly how much cash at what margin each order is generating for your business. Analyse cash generation and profitability over a week, month, quarter or year.
|Cash & Cheque||Record payments as they happen. Minimise reconciliation procedures by instantly allocating each payment with one or more orders or invoices.|
|EFTPOS||Process multiple transactions against batch transactions from your bank. Reconcile against multiple batches across unique EFT machines.|
|Credit Card||Instant online credit card transactions eliminates reconciliation procedures, freeing valuable staff time for higher priority work.|
|Direct Deposit||Minimise credit card costs by processing direct deposit transactions directly against orders and invoices.|
Instant Order Production
Generated Manufacturing Orders
Smooth the path from sales order to manufacturing order.
INSYTE automatically converts ordered products into manufacturing jobs. INSYTE automates away all the menial labour involved in producing manufacturing jobs. It can be configured to calculate square and lineal metre fabric usage. It can be configured to generate an accurate bill of materials. Using the bill of materials, you can precisely calculate the standard cost of the bill of materials and variable labour. No longer does anyone need to calculate cutting deductions — INSYTE prints out custom-designed labels with deductions already calculated.
Many jobs can be flowed through to manufacturing without review. Those jobs that require review — based on your business rules — are sherpherded through the review process prior to being released to manufacturing.
Manufacturing is automatically scheduled based on required availability, and each manufacturing department gets their own list of work to complete each given day.
Generated Purchase Orders
Instantly generate orders to suppliers.
No longer will team members need to transcribe information from a sales order to a supplier order. INSYTE automatically generates purchase orders for all products that are fulfilled by supply. INSYTE comes with its own standard purchase order template. And for those suppliers who insist on receiving orders on their own template, INSYTE can be scripted to export to the supplier’s own Excel spreadsheets.
INSYTE purchase ordering not only reduces the time taken to place orders on suppliers, but also reduces the number of errors that result from manually copying data from one form to another. Reduced labour, reduced time, reduced cost, minimized errors. That’s the INSYTE promise.
Track Order Production Status
Check production status at a glance.
INSYTE’s orders screen shows at a glance exactly what is ready for installation and what hasn’t arrived. A priority date is set on every order, showing whether production or suppliers are ahead of the game, or behind. Your scheduling and procurement staff can set and adjust ETA dates and make notes about the production or procurement of individual products or entire orders.
Viewing your overall work in progress (WIP) from one handy screen helps team members to ensure customer promises are met. After all, meeting customer promises is what integrated, whole of business window furnishing software is designed to do. INSYTE gives you the insight to be professional in front of your valuable customers.
Schedule Fitting Appointments
Slick integration with Installation Calendar.
When products are ready for installation, INSYTE provides a slick mechanism to schedule and confirm installation appointments. Schedulers can assemble the perfect fitting runs. Customers can then be contacted to confirm the date. When changes need to be made, a simple drag and drop to another day is enough to meet your customer’s preferences. Built-in workflows can optionally send SMSs or emails to confirm the appointment or remind customers when that it will soon occur. Fitting schedules are printed with the amount of money that needs to be collected visible, so that you not only fit goods on time, but also maximize cash collection.
Process Fitter Charges and Customer Payments
Track exactly what you’ve been paid, and what you owe.
Whether your fitters are employees or contractors, INSYTE is designed to track all installation charges and payments made to fitters. Office staff mark any jobs that need to be rescheduled or reworked. INSYTE automatically generates rework orders where necessary. Customers payments are easily accessible when closing off an installation job. And INSYTE even has a handy run-review screen showing the sum of all cash, cheque, credit card and EFT payments — used for reconciling payments received from a fitting run. The same screen also shows all fitting charges claimed by the fitter across the entire run. So, in a single screen, INSYTE provides everything you need to ensure you’ve processed the installation run correctly.
INSYTE reduces labour, time, cost and error at every step in the process.
Being able to see all information at a moment’s notice allows your team to be proactive in front of customers. End-to-end financial integration minimizes paperwork and maximizes profitability. INSYTE improves competitiveness in a tough market, and provides a platform to grow business without growing staffing numbers. Above all, INSYTE improves your quality of life.
Want to learn more?
Contact Christine to book a product demonstration.