BEISI FOREIGN TRADE ERP
Inquiry Aggregation
Unified multi-channel inquiry intake and routing. As one of the core functional modules of 贝思 Software, it turns scattered operations into manageable, traceable data assets.
KEY FEATURES
Key Features
Aggregate inquiries from platforms, email and website
Aggregate inquiries from platforms, email and website, tailored to Beisi Foreign Trade ERP business scenarios.
Rule-based auto-assignment to sales reps
Rule-based auto-assignment to sales reps, tailored to Beisi Foreign Trade ERP business scenarios.
Convert inquiry to customer and opportunity
Convert inquiry to customer and opportunity, tailored to Beisi Foreign Trade ERP business scenarios.
Response-time tracking and alerts
Response-time tracking and alerts, tailored to Beisi Foreign Trade ERP business scenarios.
HIGHLIGHTS
Highlights
Source tagging
auto-label inquiry channel and keywords.
Grab pool
unassigned inquiries open for self-claim.
WHERE IT FITS
Where It Fits in the Workflow
Inquiry Aggregation sits within the workflow of 贝思 Software.
Inquiry Intake
Customer Onboarding
Quotation
Contract
Procurement
Production Stocking
Shipment
Documentation
Settlement
Profit Closing
See how Inquiry Aggregation fits into the full 贝思 Software workflow
Book a demo and our consultants will walk you through Inquiry Aggregation in your own business scenario.