• Product
• References
• Partners
• Pricing
• Jobs

Selling is a sequential process involving a variety of tasks and activities that require careful planning and coordination. UMAX has proven itself to be the perfect solution for this. The software has been designed to effectively manage all of the marketing and sales channels used to communicate with the target groups. In addition, it supports all the processes linked to these channels and predetermines the workload for all the parties involved in the marketing and sales campaign.

Campaign management

UMAX comes equipped with all the necessary features for planning, prioritising and executing your marketing and/or sales campaigns. Whether you target B2B or B2C market segments, in most instances you’ll start by collecting information from your data warehouse in order to prepare creative and attractive proposals. These can then be communicated through various media to prospective or existing customers. The software offers full support for all stages of the process. Moreover, it ensures the thorough execution of the campaign and facilitates the necessary follow-up.

Quotations

Whereas residential customers are serviced through a more off-the-shelf product and service offering, industrial and business customers often require more bespoke solutions, so it is usually necessary to prepare detailed bids for the latter. Among other things, this involves making estimates of their consumption levels and assessing all other possible requirements.

In order to provide new services to customers or to connect users to your distribution network, extra excavation works may be necessary and sometimes expensive components have to be installed. So the costs for all this must be precisely calculated in advance and submitted for approval.

It takes no more than a few clicks on the right buttons to make UMAX draw up full itemised quotations. And whenever a quotation needs adjustments (e.g. adding or deleting a customer site in the case of multisite clients), the ‘copy quotation’ feature instantly produces a new quotation that takes all modifications into account.

As soon as the customer has accepted the quotation, UMAX steers the service provision process, both for the delivery and for any grid activities to be performed. The system prepares the orders for the necessary material and schedules the tasks and activities. UMAX optimally coordinates the beginning of the delivery and all aspects of project, warehouse, asset, inventory and service management with one another… In this way, the software ensures that customers are served quickly and efficiently and can be provided with your products and services immediately…

Contract entry

UMAX supports all of your marketing & sales activities by automatically initiating customer files for prospects who either approach your company on their own initiative or respond to a marketing and sales campaign. In the case of a B2C or B2B client responding to one of your campaigns, UMAX instantly generates the necessary processes and workflows, prepares all required documents and draws up preliminary contracts. These processes and adjustable workflows can have built-in critical checks that need to be carried out punctually, e.g.: ascertaining the validity of the delivery address, determining types of connections to supply, establishing a B2B client’s solvency and company structure (multisite). In this way, the software ensures that new contracts enter into effect and supply can begin as soon possible.

THIRD-PARTY MANAGEMENT

Occasionally you may call on the assistance of brokers or independent sales partners to help develop your customer base and acquire new customers. Or you may hire outside contractors for maintaining and extending your distribution network. UMAX contains a module that facilitates workflow and workforce management. Each and every process generates several tasks that need to be allocated and completed on time. The software duly informs all internal and external parties that have agreed to contribute to the work at hand about the steps to follow and the workload that is coming to them.