The doorway to optimizing productivity.

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About in-Tela Enterprises

It doesn't have to be this hard.

• Existing CRMs are designed for the masses and require expensive customization before they provide value.
• Internal business intelligence relies on hard to use and disparate back office systems.
• Critical process flows work around inefficient systems.


A New Solution - Built From the Ground Up

• in-Tela Enterprises provides highly customized solutions of software consulting, design, and development. We forge critical connections within a company and create a powerful single user interface that drives sales' success.
• We specialize in CRM, business metrics, intelligent system design, quotes and proposals.
• in-Tela's customized tools, data-on-demand, and streamlined process flows empower action and efficiency.
• in-Tela is hyper-focused to create value for its users to dramatically increase engagement and quality of data entered day-to-day.
• The end result is a solid foundation for sales success that drives corporate growth.

A hyper-focus on value is at our core.

With Value, A Tool Becomes Limitless

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  • Dashboard View


    Critical data is on-demand and intuitively displayed with the Dashboard View to support intelligent decisions.

    • Financial views for bookings, shipped orders and margin.
    • Forecast trends to see how forecast evolve over time.
    • Quickly understand company performance by area, customer, product, and margin.
    • Geographical views to track successes and concerns by region.

  • Action Center


    A dynamic to-do-list that simplifies the task of tracking and documenting action items needing addressed.

    • Automate notices for upcoming contract renewals.
    • Manage assigned tasks for completion.
    • Utilize reminders for critical follow up actions

  • Accounts View


    Account management beyond the typical CRM

    • Track standard account information and notes
    • Critical information is on demand via intuitive dashboards to support client conversations from individual contributor to C-Level
    • Easily track customer performance for bookings, revenue and margin
    • Assign customer scores to track flight risk

  • Contacts View


    A contact management tool that is built to simplify customer tracking, provide frictionless outreach and increase engagement.

    • Contacts are integrated into customer facing tools like quote and proposal generation.
    • Track opportunity dollars to the contact responsible for decision making.
    • Initiate marketing outreach to simplify customer interaction.
    • Track reporting structures to ensure all levels of a customer are being managed.

  • Notes View


    The Notes View provides a central repository to properly document and share information from critical meetings and sales reports.

    • Document meeting notes and take away items for follow up.
    • Assign action items to others for support with customer engagements.
    • Create weekly reports to highlight successes and issues that need addressed.

  • Orders View


    The Orders View allows you to easily track customer orders on a per PO and line-item basis.

    • Provides critical material delivery information to support customer project planning.
    • Quickly respond to customer requests for shipping updates.
    • Know your customer’s material status, before routine meetings.

  • Quotes and Designer


    The Quote and Designer Tool is a customized interface that allows users to easily configure and design a new project for quoting.

    • The tool is customized and kept current to your product’s configurations and engineering rules.
    • Create a portal for end customers to submit design requests for quotes.
    • Have standardized and professional looking automated outputs for quotes, proposals, and installation guides.

  • Price Management


    Track and manage complex customer pricing approvals for direct and channel/distribution sales.

    • Simplify pricing approval flows for rapid customer responses.
    • Understand critical components like margin impact and forecast quantities prior to approval.
    • Real-time pricing metrics to help define a winning strategy.

  • Forecast View


    The forecast management tool helps track loaded opportunities vs. historical run rates to develop accurate sales forecasts for material management.

    • Opportunity forecasts built on aggregate weighted quotes and proposals.
    • Historical run rate forecast trends to validate loaded forecasts.
    • Month-over-month views to track how forecasts are changing over time.

  • Wiki


    The Wiki tool is a shared knowledge repository to quickly disseminate information to the entire company for others to learn from.

    • Share winning proposal strategies for others to emulate.
    • Aggregate competitive pricing intel as it is learned in the field.
    • Document new use cases for sales teams to promote.
    • Record known issues to proactively distribute and prevent customers from experiencing them.

  • Reporting Interface


    An interface that allows for the effortless creation of standardized reports and downloading of system data.

    • Create reports to further analyze sales and customer data.
    • Download data for use in sales reports and presentations.

A Partner to Empower Change

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