Product: Customer & Order ManagerGP

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Description

Cavallo’s on-premises operating module that adds power and precision to your customer and order activities, with features designed specifically for distributors’ unique operational needs. T

Pricing/Buying Information

Please Contact CAL for Pricing Information.

This solution is designed to increase the efficiency of your selling and order-entry processes. Users can easily create orders, invoices, and returns; search inventory availability; access sales history; and generate reliable quotes in a fraction of the time they’re accustomed to. Keep tabs on customer account details with quick access to their sales and item history, address, and payment information, as well as account notes and reminders for impressively personal customer service.

Customer and Order Manager Professional extends your operating power even further, with features like:

• Item Matrix functionality to manage custom products or inventory with lots of variations
• Item Replacement, a tool that suggests similar alternatives if a certain item is unavailable
• Excel Input
• Sales Analysis
• User Defined Fields

For larger operations, Customer and Order Manager Enterprise includes:

• Advanced Ordering
• Blanket Orders
• Recurring Sales
• Counter Sales
• Distribution BOMs
• Dashboard visibility for account management

• Cavallo SalesPad Distribution Company Success Stories
• Cavallo SalesPad Case Study: Amax Inc.
• Cavallo SalesPad Video Case Study: Amax Inc.
• Cavallo SalesPad Case Study: Innovative Medical Products
• Cavallo SalesPad Video Case Study: Innovative Medical Products
• Cavallo SalesPad Case Study: Custom Bottle/Lerman Container
• Cavallo SalesPad Case Study: Genex Turbine Technologies
• Cavallo SalesPad Case Study: Thor Specialties Inc.
• Cavallo SalesPad Case Study: Warner Specialty Products
• Customer Order Manager Fact Sheet

More Information Coming Soon

“There are many things I like about Cavallo SalesPad, but the one thing that stands out, is the ability to enter orders, twice, three times faster than we used to, and the ability to look up information and data quicker.” Watch Video Al Piscatelli, Warner Specialty Products, Inc.

“I work both in Dynamics GP and in Cavallo SalesPad. GP is very strong accounting software that I am accustomed to and gives easy access to historical data and present data. Just a great tool to work with. In Cavallo SalesPad I like the ability to work with information that’s in GP on maybe a little more sales oriented atmosphere. I also like being able to give my customers answers right away without having to put them on hold to go out and find an actual hard copy of paperwork, it is right there at my fingertips. It makes representing our company that much better.” Watch Video Penny Anderson, Warner Specialty Products, Inc.

“They system helps us minimize the amount of work we have to do to keep quotes rolling out of here. I can confidently say that I can generate 10 times more quotes in a week using Microsoft Dynamics GP with Cavallo SalesPad than I used to do in QuickBooks.” Brandon Hall, Genex Turbine Technologies, Inc.

“Customers want to know you are doing a good job for them. To be able to show them that we shipped 99% of their orders on time is very powerful. Cavallo SalesPad gives us a better way to analyze our customer information and find ways we can increase business with them. I feel confident it is increasing our business.”Barry Lerman, Custom Bottle, Inc.

"GP and Cavallo SalesPad allow me to keep a good handle on what is going on at my company every day. If I have a question about an order I can easily pull it up and get a full sales analysis report. Documents that used to disappear in a filing cabinet are now visible to every member of the team through every step in the process from quote to completed order.” Jack Norton, Warner Specialty Products, Inc.

"Cavallo SalesPad makes processing sales orders 100x easier. Once the client starts using it they never want to give it up.” Jo Anne Flaum, CAL Business Solutions

"With Cavallo SalesPad the sheer amount of information shown on one screen is so helpful. When you are on the phone with a customer you can answer questions quickly without switching screens or calling other departments. For customer service it is easy to enter orders, move data around, and find customer info.” Amax Incorporated Team

"Using GP and Cavallo SalesPad we can control erosion of our margins because we know our true inventory cost. By making this visible to the whole team we can make precise pricing decisions with a customer because we know we are working with accurate data. This is something other distribution companies struggle with.”Amax Incorporated Team

“Cavallo SalesPad allows us to process multiple orders quickly. Now we can monitor and process EDI orders while taking fax orders and phone orders, all at the same time.”Amax Incorporated Team

“Cavallo SalesPad gives us 360 degree visibility. Information is no longer locked within separate departments. For example, our AR clerk can write notes in the system and the sales team can see if the account is on hold, the pay history, what the customer bought and when.” Amax Incorporated Team

“With Cavallo SalesPad, it is very easy to search for items, see what we have on hand, what is coming in, what is on order, and where inventory is allocated. Backorders and other issues are easily resolved. Everyone can see new purchase orders and when shipments are due in their warehouse.”Amax Incorportated Team

"We are processing 35% more orders than we were last year, with one less full time customer service person." Bob Boyle, Thor Specialties, Inc.

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