Automation helps drive efficiency and effectiveness and CRM offers many opportunities for automation:
Easily automate common and repetitive tasks.
Streamline the delivery of orders to customers.
Make processes easier and less error-prone.
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In your business you probably have process workflows that require the same set of actions to be performed on a regular basis. With Workbooks, you can automate common and repetitive tasks, making these easier and less error-prone for users.
Workbooks Automation allows you to define Processes and enable them to be run according to a schedule, when a record is changed, or when requested via a process button. These forms of Process invoke Workbooks scripts that contain step-by-step programming instructions.
Workbooks Scripts are maintained and run within Workbooks and are built using a widely-used programming language called PHP. You may have the in-house skills to write the required PHP but if not, you can engage Workbooks to write the Scripts for you. Workbooks also provides a ‘Script library’ which contains frequently requested scripts and samples to get you started.
Workbooks CRM delivers significant automation in how orders are processed. Whereas once finance teams had to spend hours keying in multiple invoices from one order, with a CRM platform that can all be set up to happen automatically. Where once you had to sit down with a new order and manually allocate all the project cases or activities from it, with CRM in place all this service delivery can happen automatically.
Thanks to automation, customers receive a faster, more consistent service. Employees spend less time on mundane, repetitive tasks and more time on higher value activities – they’re happier in their jobs and they deliver greater returns for their employer.
Track all suppliers and their specific pricing. Apply rules and use schemes to drive accuracy. Track all communications against orders. Create supplier contracts and manage on-boarding processes, incl. risk assessments and quality audits.
Build professional looking quotations in a matter of minutes. Standardise terms & conditions, implement approval workflows. Help your sales team select the right products and services for each customer. Ensure consistent pricing and discounting.
Turn quotes into orders with a single click. Track the status as they are fulfilled and invoiced. Use electronic signature for speed and reduced paperwork. Create orders directly from opportunity or quote records.
Configure which currencies to use, define exchange rates and periods. Select a home currency for global consolidation. Easily configure different rules and tax schemes for each legal entity, thus ensuring compliance.
Easily review quotes expiring this week, quotes for approval, open orders, outstanding invoices etc. Give sales real-time visibility. Track order performance by sales rep or team to manage commissions. Quickly recognise revenue.
Automatically remind customers when their contracts are due for renewal. Identify renewal rates and predict future subscription levels. Automate the invoicing process, create and manage subscriptions with flexible terms, and collect payments.