Automating Sales (Pt 1) with Opportunity Co-Owners

If your organisation works with other businesses in business development opportunities, you will enjoy the new addition to our process building functionalities: Start your own Referrral Program Sales mean commission, but how do you track referrals from outside the business?  With a Fortix Enterprise system, you are able to assign Multiple Owners to an opportunity. What does this means for you? […]

Read More >

Setup Fees for Quantity Based Pricing

For our clients that utilise the Products and Resources module, some configuration changes are being made to enable the Setup Fees for Quantities Based Pricing. Setup Fee Prices on resource level can be turned on or off, allowing flexibility on a granular level.  The image below shows Cheesey Gifts between 1 and 100 units will cost $20 […]

Read More >

Two for One: Sync Data

Increasing the value in your business can be as simple as ensuring contact details of your clients remain current.  We know the world is not perfect and some things are easier said than done. With customers changing office locations, mobile phone numbers, postal addresses, it can be a nightmare for your staff to manage! Since January this year, we have […]

Read More >

Quick Selling

Imagine your sales force being able to sell everything and anything from anywhere!  With the newest addition to our quoting module, they can! We have listened to the needs of our users and are in the process of developing the Quick Add Resource feature. Sounds familiar? Its the cousin of the Quick Add Product (found at […]

Read More >