Sales Quotation & Service Requests

Cloud Computing Software as a Service

Complexity down Productivity up

Matrix Agility is a sales tool for streamlining product With the advanced Service Request & Repair
configuration and sales quotations. Accelerating the module, Matrix extends the control of the sales

sales cycle and managing the customers process.

expectations is inherent to Matrix. From field to depot service, Matrix tracks the items
associated with the customer, including entitlements,
At the heart of the customer engagement process is
warranty period, manufacturer, serial number,
an inventory price book that allows quoting from an
configuration, description, date opened and closed,
item list that is intuitive, generating 100% accurate
and the actionable response, with workflow alerts.
quotes by eliminating price and product selection
errors. Building consistent, branded proposals that
Matrix is the business continuity tool that bridges
route for approvals via email and smartphones builds
customer service and sales in a seamless customer-
continuity throughout the sale team. centric repeatable model.

Matrix agility is built on the Force.com platform utilizing the familiar Salesforce.com user interface
Matrix Features Beyond Salesforce CRM

• Multiple quotes can be created per opportunity.

• Primary quote automatically creates an opportunity for pipe line reporting.
• Quotes allow multiple shipping addresses by contacts, by accounts.
• Any change on quote back fills to the opportunity.
• Quick Quote allows for on-off quoting without following the opportunity process and automatically back fills the opportunity.
• Multiple quotes can be created per opportunity.
• Quotes automatically create an opportunity for pipe line reporting.
• Legal terms of sale print on the last page of quote.
• Quotes can be emailed to multiple recipients with ease.
• Multiple attachments can be selected to be sent with quote, such as cover letter, literature and terms.
• Emailed Quotes and orders retain the attachments for history tracking.
• Go from quote to sales order with one click.
• Support line item cloning of opportunity, quotes and orders
• Line item displays list price and sold price, discount per item, description, quantity and extended total.
• Price book fields display description, quantity, discount percentage, sale price, quote total and profit per line item.
• Price book displays a summary for the entire quote. Included are GM, GP, Discount, subtotals and totals.
• Price book allows for percentage of discount or dollars off list price and automatically calculates the discount percentage and total.
• Sales Order Status allows for a 3 step Close Process, Pending, Financial Close and Inventory S/N close with workflow alerts.
• Sales Order tracks all contact information, shipping address, payment method, customer PO, etc.
• Sales orders are locked for financial reporting.
• Sales order displays and saves shipping tracking number.
• Display product order history logging.
• Batch entry of product serial numbers.
• Leads list type defines data fields for specific industry.
• Contacts are listed by Degree of influence, Mode, Best action plan and buying influence.
• Contacts have 2 alternate email address, billing address, and shipping address.
• Create a quote from the contact page.
• Product list displays, manufacturer, preferred vendor, product name and family, version, serialization, COG with last date checked, and last date
price check.
• Product line item history by customer, by date, product ID, serial number, order number, customer PO number and invoice number.
• Account Inventory Detail by Warranty Status, Contract Status, Inventory Number, Account, Product
• Description, Serial number, SLA Number, COG, Last Order date, Sale Price, Product Code, Inventory History, Warranty Information, Warranty Start and
end date, Item Configuration Set Up, Case Items, Maintenance Contract, Quantity.
• Contract Detail by Billing Increment value, Total Items Covered, Billing Cycle, Total SLA Value, Function, Create and email SLA PDF, SLA Profitability
Analysis.
• SLA Item Detail by Account Inventory Number, Product description, Product Code, Warranty Status, Serial Number, Contract number, Item number,
Reference, Annual price.
• Cases/Service Work Orders:

‣ Case Detail by Total Time & Material, Status, Customer PO, Reference Tracking Numbers (Returning to Customer)
‣ Case Items by Status, Case Item Number, Product, Product Code, Serial Number, Defect Description, Type.
‣ Add New Case item by Serial number, Case Number, Status, Defect Description, Function, Search account inventory, Serial Number,
‣ Create New Account Inventory, Product, Warranty Start and End Date, Warranty Information.
‣ Case Item detail by Case Item Number, Case Number, Status, Type, Vendor, RMA, Account Inventory, Product, Product Code, Maintenance
Contract, Serial Number, Defect Description, Defect Resolution, Time & Material, Function.
‣ Parts Price Book, Add Time & Material, Add Parts, Add Labor, Add Travel and Lodging.
‣ Generate PDF packing slip for cases and case items.
‣ Open one case with multiple service items and close SWO by items.

• Projects View in progress by Project Name, Description, Staff, Start Date, Expected Completion date, Account, Percent of completion, Status,
Project Detail, Development items, Brief description, Record type, Est. Dev Time, Actual hours, Priority, Status.

Matrix add-ins are designed natively on the Salesforce.com CRM Platform.

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