Dashboard Overview
The dashboard of the TronManager application offers a real-time overview of all created offers and key customer success metrics. This central feature allows users to efficiently track and manage offers, ensuring that customer interactions and successes are clearly visible and easily accessible.
Real-Time Offer Tracking
- Overview of Offers
- The dashboard provides a comprehensive view of all active offers, allowing you to monitor their status and manage them effectively. This helps you stay on top of ongoing customer engagements and ensures timely follow-ups.
Customer Success Metrics
- Success Tracking
- View key metrics related to customer success directly on the dashboard. These metrics provide valuable insights into how your offers are performing and help you gauge the effectiveness of your customer interactions.
Organized Workflow Management
- Separate Views for Offers and Quotations
- TronManager’s dashboard includes distinct views for managing offers and quotations. This separation is designed to maintain an organized workflow, making it easier for your team to handle tasks with greater accuracy and efficiency.
Offers: Filtering Options
The filtering option in TronManager is designed to enhance document management by enabling users to search for specific documents, such as offers and quotations, based on various parameters. This functionality streamlines the process of locating documents, ensuring that users can quickly and efficiently find what they need.
Search Parameters
- Client
- Filter documents based on the client’s name or information, allowing you to easily locate all offers and quotations related to a specific client.
- Date
- Narrow down your search by specifying a date range. This feature is particularly useful for tracking documents created within a particular time frame.
- Status
- Filter documents by their current status (e.g., pending, approved, or rejected) to quickly identify offers or quotations at various stages of the workflow.
Customers Section
The Customers section in TronManager serves as an integrated database that stores all client information. This centralized repository ensures that users have quick and easy access to essential client details, facilitating efficient client management.
Comprehensive Client Records
- Essential Details
- Store and manage critical client information, including names, addresses, and contact details. This ensures that all necessary data is readily available for smooth operations.
- Internal Notes
- The Customers section allows users to add and maintain internal notes for each client. These notes provide a space for recording important interactions, preferences, and other relevant information, ensuring that all client-related details are consolidated in one place.
Messages
To stay informed there is a section where it is possible to find notifications. These notifications are usually sent from the system when there is an offer turned into an order.
Notification Details
Each notification in TronManager provides detailed information typically including the customer's contacts, order number, order date, and related products. This comprehensive view allows users to quickly access all relevant information associated with a notification, facilitating efficient tracking and management of orders and customer interactions.
By consolidating these details into a single view, TronManager enhances the ability to respond to notifications promptly and accurately.
Tron Cloud Catalog
The Tron Cloud catalog allows users to select products from a comprehensive cloud-based catalog where all our suppliers are listed. This feature offers a significant advantage for TronManager users, as it enables them to offer products from suppliers that are not integrated into their TronShop.
By accessing a wider range of suppliers through the Tron Cloud catalog, distributors can expand their product offerings and meet diverse customer needs, enhancing the overall value and flexibility of the TronManager application.
There are many ways of sorting the products and their variations based on all possible parameters such as color variant, size, supplier, stock availability, etc.
Own Products Section
The Own Products section allows users to upload their own products directly into TronManager. This feature is particularly useful for users without a TronShop license, enabling them to manage and integrate their products within the application efficiently.
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