Multi-currency / company / taxPawel Janas2020-05-01T15:53:38+01:00
MULTI-CURRENCY / COMPANY / TAX
International customers should receive a service that is as seamless as it is for your local clients. Invoices should appear in their local currency. Contracts and fulfillment should take place within the context of their local rules and tax schemes.
Easily manage international sales order processes.
Finance teams no longer have to manually calculate exchange rates.
Invoices and quotes all show up-to-date tax and local rules.
Reduce the administrative burden of overseas customers.
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Getting this right is not easy. For many organizations it is a significant drain on resource to have to manually calculate exchange rates each time they issue an invoice, and to always ensure compliance with the rules and tax obligations of a foreign jurisdiction.
CRM from Workbooks provides a solution to this conundrum. With pre-set rules and currencies within the platform, invoices show local currency with the up-to-date exchange rate, and all contracts and activities are adapted for local rules and tax laws – and so without tons of manual input or processes.
Reporting at a global level is made possible and easy with local and home currencies available for each quote, contract, order and invoice. You can review pipeline and sales revenue for a country, across a region or globally at the click of a button.
By implementing Workbooks CRM companies can remove much of the administrative burden associated with working with an overseas customers whilst delivering the compliance and seamless service those customers expect. It gives them global visibility into their sales activity and performance.
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.
Create multiple invoices from an order. Create project cases or activities from orders to manage the delivery of services. Automate repetitive tasks and remove the admin burden associated with quotes, CPQ, order etc.
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.