Complete solution for customer, prospect and supplier management.
- Outlook Integration (Email and Calendar)
- Full customer overview, including full trading history, financials and statements
- Manage and report on your sales pipeline in real-time.
- Log calls, record meeting notes and schedule follow-up calls and future appointments with reminder alerts
- Generate on screen campaign lists based on a series of criteria i.e. location, salesman, business type etc.
Explore Merlin Modules
Stock ManagementEasily action, track and update stock movements between suppliers, depots, locations and customers.
Sales Order ProcessingCreate sales orders and quotations quickly and easily via the web, trade counter and back office.
FinancialsFully integrated Sales, Purchase and Nominal Ledgers
Purchase Order ProcessingOptimise stock levels with Merlin's Suggested Purchase Orders feature, based on live data.
Contact ManagementComplete solution for customer, prospect and supplier management.
Merlins DashboardGet an at-a-glance, personalised view of your business's performance, in real time.
ReportingChoose from a suite of predefined reports, accessible from within Merlin or create, share and schedule your own.
System ControlCustomise Merlin to suit your business, without the need for bespoke modifications.
Optional ModulesHandle more of your business processes with our comprehensive range of optional modules.
Contact Management (CRM)
Alongside everything you would expect of a comprehensive CRM, saving unlimited contacts against company records with detailed information of both the contact and the company; Merlin gives you the ability to drill down to detail in other areas of the system directly from a customer or contact record – with a dynamic menu giving you the options your likely to need next, given the information you have on screen.
Manage and report on your sales pipeline in real-time. Allow your sales representative to log potential orders against contacts within Call Management and indicate an estimated close date, order value, potential margin and the stage the sale is currently at; giving you full visibility of what orders are likely to come in and when.
Create customised lists of prospects, customers or suppliers based on a series of criteria i.e. location, contact or historical sales/purchase data and assign it to one or multiple operators, which can be used for Telemarketing and Mailing campaigns. Campaign lists can also be exported to be used with 3rd party packages i.e. bulk email software such as MailChimp and eMarketing Manager for example.
Save incoming and outgoing emails in Outlook (2007 and 2010) directly to a contacts notes within Merlin by automatically matching by email address and sync all appointments within Merlin to your Outlook calendar.
Automatically associated with customer accounts by barcode when scanned, these can then be emailed or faxed directly to your customers from within.
Schedule appointments with a client and have this automatically populate your operators diary, allowing them to quickly see all appointments scheduled either for the next month, week, a day or a given date range.
Call Management is ideal for Salesmen visiting customers, Telesales operators scheduling and following up calls and even for your accounts team chasing account payments and your Purchasing team chasing deliveries.
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How has Merlin helped your business to operate and grow?
How it has helped us to operate and grow has been immense and Merlin has contributed to a 20% growth year on year for us.
What are the key features for Cash and Carries?
One of the key features of a cash and carry in this industry is the ability to do sales at the front using checkout and customers moving on from the checkout and going to a cash office to pay. That requires specific configuration which is very different from a lot of the other customers in the wholesale industry. Cash and carries require a very typical set up similar to a retail environment, where customers pick their items off the shelf and walk to the checkout, it is scanned by a user, and the customer then goes and pays. Merlin offers all the functionality for us to do exactly that. Merlin has as of late done a lot of development work for us to bring it right up there with the best packages that are out there on the EPOS front to be able to control case and trolley count, which is key to security in this environment…Also a key feature of this industry is the variety of special offers which includes multi deal discounts.
What is your favourite feature?
My favourite feature of Merlin is the Control Codes together then with a wealth of different functionalities that has been added over the last few years. Control codes give Merlin the configurability that we as a business need to tailor it to suit our business.
The totally integrated system provided by the Merlin Business Software which includes sales order processing, stock control, with full traceability, and manufacturing has enabled us to move forward with the speed required to enable us to achieve the certification needed for our future business development. We continue to work closely with Merlin, developing the software to mutually enhance our business along with the Merlin System as a whole.
Our existing software package had served us well over a number of years but had become dated and was not going to meet the demands and requirements made on a modern system in today’s business environment. We looked at a number of different systems and companies and were given confidence in Merlin’s personnel at all levels being both accessible and able to handle data transfer, system implementation, on-going support and training issues. The Merlin system itself addressed key areas such as point of sale and stock control, providing a database operating platform which we felt would be an extremely important, user friendly tool to work with and enhance our business both today and in the future.
The ease of use, adaptability, reliability of Merlin Business Software makes it an efficient system; and from the company’s perspective allows instant viewing of sales figures and clients to increase efficiency in the business.
I’ve been very pleased with the implementation of the system since the outset and the way that Merlin have provided the services so that Dougfield only have to worry about on-going success of the business and not the system. I that there is so much scope within Merlin that will provide even further benefits and advantages – I’ve found the Merlin multiple depots feature has helped improve the management of our branches. The kitting module has also been a useful tool as we build bathroom ranges and provide standard packs for contract bathrooms as well as retail customers. The regular software updates that Merlin provide free, as part of their support policy have been very beneficial as new features are made available and this also ensures that the system does not stand still unlike our previous system. In particular I’ve found the reliable, efficient and friendly support team have provided an excellent and satisfactory service.
How has Merlin helped your business grow?
Merlin has allowed us to better define our activity in a number of market places. When we were purely servicing the fasteners it was a very narrow and bespoke field, we had to learn as we go with that diversification, and the quality of information we have been able to extract from Merlin has allowed us to act upon and grow into new places.
What are your favourite Merlin features?
The elements of Merlin we have particularly appreciated as a business are it’s a very simple package to pick up. It’s a very intuitive learning curve for new staff joining the business. Being a small family company and not having a dedicated IT department, or training HR department it’s a very important asset in terms of cost and how easily it integrates new staff into the business.
Equally there are other benefits within its functionality that we found very much a time saver. There is an import facility that allows us to bring pricing in from our suppliers in the form of csv or excel documents, which allows us to update and constantly stay on top of prices changes, which was a very manually intensive process prior to introducing Merlin.
After being badly let down by earlier IT suppliers we were naturally hesitant about making a significant commitment to another solutions provider. However, our fears were unfounded as we quickly found Merlin’s staff to be very friendly and willing to help us address all areas of our business. It is clear today that we are a more focused and efficient company since we have been running the Merlin Software – looking back we wondered how we coped without it!
As a builder’s merchant with a wide variety of products and customers, a computer systems ability to handle a variety of stock information and complex pricing structures is key to our business. The Merlin system demonstrates this, in a fast and easy to follow way, meaning we are able to process orders both quickly and accurately. As we have grown and expanded as a business, we have required Merlin to be developed with us, and we have not been disappointed.
We are delighted we chose Merlin Business Software as we find everyone at Merlin to be friendly, helpful and professional and we have built up a excellent working relationship. We also have no doubts that as our business grows the many features within Merlin Business Software will be more than capable of meeting our future requirements.
It is nine years since we decided to go with Merlin and we have been extremely happy with our decision. Merlin has proven to be a major success for us due to its modern and sophisticated features and its speed and ease of use. The continual improvements and enhancements made to Merlin reflect customer’s requests and Merlin’s willingness to provide and develop these within the software. We have an excellent relationship with the Merlin team, whose experience and knowledge, both of Merlin and our industry; have been key factors in our continued success with Merlin.