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Order fulfillment2020-05-01T15:50:45+01:00

ORDER FULFILLMENT

How well you fulfill an order determines how likely that customer is to buy from you again, and also how likely they are to recommend you to people they know. If you can achieve both repeat business and advocacy you are well on the way to success.

  • Make order processing and fulfillment easy and less error-prone.

  • Track the status of orders and individual line items to ensure a seamless delivery.

  • Complete visibility to improve processes.

  • Accurately forecast future needs.

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However, fulfillment is rarely as straightforward as it seems. In today’s complex business environment order fulfillment is likely to involve many people, employees and suppliers, spread across multiple locations performing a wide range of activities. Co-ordinating and managing the process is complex and all too often this results in mistakes, delays, and a poor customer experience.

CRM from Workbooks provides you with visibility and control over the entire process. It allows you to track the status of orders and individual line items on orders. If they are slow or incomplete you can step in and sort it out before the customer knows about it. It allows you to automatically create supplier purchase orders and invoices with a single click, so that external partners operate as an integrated part of the team.

Not only does this visibility and control enable you to deliver a far better service to your customers, but it also gives you insights into the process so you can improve it, and become more accurate at forecasting future need.

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CRM FEATURES FOR ORDER PROCESSING

SUPPLIER MANAGEMENT

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.

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QUOTATIONS

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.

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ORDER CREATION & PROCESSING

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.

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CONTRACT MANAGEMENT

Generate branded proposals and contracts. Use customisable templates so your proposals and contracts look the way you want. Incorporate electronic signatures for an easier buying experience.

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AUTOMATION

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.

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MULTI-CURRENCY / COMPANY / TAX

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.

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REAL-TIME REPORTING

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.

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SUBSCRIPTIONS & RENEWALS

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.

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