Order creation & processing2019-09-09T13:10:22+01:00

ORDER CREATION & PROCESSING

Once a customer has signed a contract, it’s imperative that it is turned into an order. The clock is ticking and the customer is looking forward to receiving their product or service to the standard and timeline they expected. For that to happen the sales team has to pass on the order immediately and ensure it is accurate.

  • Make turning an invoice into an order quick and easy.

  • Automate the order process so nothing is overlooked.

  • Easily track the status of orders to ensure they are fulfilled in a timely manner.

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order creation tablet

All too often sales teams sit on an order – understandably they turn their attention to the next lead to convert – and so the delivery of that order is already behind schedule. This can lead to the people fulfilling the order to rush, which can cause mistakes. At other organisations the sales team processes orders promptly but they do it manually and inevitably mistakes creep in. Deliveries go to the wrong address, customers receive a different product or service to the one they ordered, or some other error creates a negative experience for the customer.

Workbooks CRM can help eliminate those issues by providing order processing functionality out of the box.

The sales team can turn quotes into orders with a single click. It happens immediately and because all the information is simply relayed from the accepted quote in the CRM, there is far less scope for error. All communications with the customer before and during the process is stored and attached to the order for traceability and transparency. No manual input required, no tons of paperwork to be filled in, the process is seamless and timely.

Beyond this, the organisation is able to track the status of each order as they are fulfilled and invoiced. Throughout the process, there is visibility and control, which means fewer mistakes, and happier customers.

order creation desktop

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CRM FEATURES FOR ORDER PROCESSING