Sales are the bloodline that keeps your company going. Your sales people need instant access to up-to-date customer/prospect databases, product specifications, stock availability and pricing. The sales management feature in Everest allows you to quickly and efficiently quote prices, convert quotes to orders in a single click and commit stock, pick products for shipment, and print invoices. Beyond these basic tasks, it equips your sales staff to service customers instantly by providing easy access to all the information they need – including order status, stock status, current pricing, and much more. In addition, Everest offers third party catalog lookups, storage and validation of credit card information, integration with leading credit card processors, freight estimation and shipping software. Everest's Sales Force Automation feature allows you to track every lead, follow each deal through the pipeline, forecast revenues accurately – and much more. Everest also comes with an integrated contact manager, which provides instant, company-wide access to detailed and integrated contact information. If your objective is increased productivity, lower sales costs, and a streamlined sales operation that's completely integrated with all other areas of your business, Everest is designed just for you.

How Everest addresses your concerns relating to Sales, Sales Force Automation, and Contact Management:

My sales people are unable to focus on selling because they are always chasing fulfillment to track down the status of orders.
With Everest, any employee in your organization can instantly access the status of every order, saving time and runaround. Not only does Everest capture every step of the order process, it also captures shipment details such as the tracking number, name of the carrier, and the date of shipment. If the order is still in process, automated pop-up comments can point out important details such as why a shipment is delayed or critical last-minute information needed for the final delivery process.

I can't get my sales people to consistently up-sell high margin accessories, services, or related items with every order.
Everest can automatically prompt your sales staff to offer related products in addition to their primary purchase, even on the first day on the job. You'll ramp new sales reps faster and consistently increase customer orders by simply recommending accessories and related items with each and every order. In other words, Everest empowers your sales persons to consistently up-sell and cross-sell your other products and services.

I am unable to quickly create and easily manage sales quotes for my customers.
Everest lets your sales people create sales proposals with
ease – and speed. They can quickly search and find all the required information needed for creating sales quotes. They can add items, notes, kit templates and easily copy previous quotes, orders, and invoices. In fact, with Everest your sales people can create a sales quote in under a minute. And when the time comes to convert a sales quote into an order, they can do so at the press of a button.

Orders continuously get delayed or lost because my sales people use a separate contact manager that is not connected to my order entry system – and this costs real money to my business.
Everest's integrated Contact Manger has powerful features not found in standalone contact manager systems, and is completely plugged into the rest of your business through Everest – in 100 % real time. Your contacts can be associated with quotes, customers, orders, and even invoices! Better yet, you can track your vendor contacts as well. Since the system is integrated, there is no need to re-enter information in two places. On top of standard features such as appointments and to-do tasks associated with contacts, your reps can set up tasks, appointments, and reminders that are associated with quotations, orders, and invoices. If your reps need to check availability of resources, Everest's advanced calendar system quickly lets them visualize the availability of other staff members individually or by group, all color-coded on the same calendar.


I can't easily track all the information I have on my customers.
Custom tracking allows you to gather any type of information on customers you want. Any information can be required or optional for each new account created. You can then perform market sensing on your customers to understand where your sweet spot is. You can also send targeted e-mail blasts to specific, definable groups of customers or prospects, to capitalize on sub-market trends and opportunities.

My contact list is never up to date because I keep it in two separate systems.
With Everest's integrated Contact Manager in place, you don't have to keep your account list in a separate system. Create tasks and appointments directly from inside Everest. Account information and documents can be referenced from inside the Contact Manager so you don't have to switch to another application to get more details. A calendar view allows you to manage your time and print it out to take with you when you are on the go.

I would like to automatically receive reports on the profit margin of the items I sell.
Everest provides a large variety of pricing schemes that lets you automatically provide the right price for the right customer. You can define pricing and discount structures based on customer's purchase quantity or classification, cost-plus basis, and more. The profit-analysis tool in Everest allows your sales people to view the profitability of the proposal even as they create it and automatically adjust the prices based on parameters they select such as the desired profit margin or profit amount.

I would like to offer different levels of pricing and discounts to customers.
Everest allows you to classify your customers under various categories or levels; for instance, Most Preferred, Platinum, Gold, etc. – and define a pricing and discount structures applicable to each customer level, customer's purchase quantity, or a combination of both. Once the pricing and discount structures are set, your Sales people will automatically have the right price for any particular customer and with the right discount applied.

I'd like to accurately forecast sales each month.
You can plan operations more effectively with opportunity management. In Everest, each opportunity has a stage, value, probability and other details associated with it so you can get a clear picture of how a given sales period is likely to turn out.

I want to manage my sales cycle.
Everest allows you to configure many aspects of the sales process so that it will match your company. Each sales rep has a pipeline allowing you to see which reps are doing well and which are falling behind. An audit trail is available on each opportunity so you can see the complete history of a deal as it has gone through your sales cycle.

I am unable to quickly and effectively calculate or produce sales commission reports.
Everest gives you unmatched flexibility when it comes to calculating sales commissions. You can specify which items are commissionable, define commission percentages for an item or item category, calculate commission based on sales, profit, or for any sales rep. You can also compute profit-based commission using a wide range of cost methods of your choice. Everest even allows you to calculate commissions only on fully paid sales.

Everest – Fully-integrated for maximum efficiency:

Everest is a fully integrated solution that covers accounting, inventory control, sales, order entry, marketing, purchasing, e-commerce, point of sale, shipping & receiving, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to add separate software. With Everest, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!