Order creation & processingPawel Janas2020-05-01T15:31:10+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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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 organizations 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 organization 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.
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.
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.
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.