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Real-time reporting

Easily review quotes expiring this week, quotes for approval, open orders and outstanding invoices. Give sales real-time visibility. Track order performance by sales rep or team to manage commissions. Quickly recognise revenue.

Workbooks gives you MORE.

More visibility.
More accuracy.
More efficiency.

Achieve a more seamless order fulfilment process for you and an improved purchasing experience for your customer with Workbooks:

Get an accurate view of key information with real-time reporting on all your sales order processing activities
Follow up on customers’ quotes in a timely manner with at-a-glance visibility of the status of all your quotes and orders
Get automatic notifications on order statuses, quotes for approval, open orders and outstanding invoices and incorporate these into workflows
Review your delivery key performance indicators, easily identify issues and react quickly to address them
Trigger processes in ERP and your financial system by syncing with data from your CRM with for maximum visibility and efficiency
Notify the right people of the next course of action for orders by triggering workflows when orders change status e.g. from awaiting approval to approved

Want MORE?

Improving sales order processing can positively impact the order-to-cash cycle and the customer experience. Workbooks offers out-of-the-box enhanced order processing functionality that helps you gain more efficiency throughout the entire sales order process.

Data quality

Workbooks provides a range of data deduplication and data quality tools which can be used directly inside the Workbooks CRM platform – ensuring your data always remains clean.

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CPQ

Configure, Price, Quote functionalities to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately using a guided quotation process.

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