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Real-time reporting2019-09-16T15:26:16+01:00

REAL-TIME REPORTING

Success in business depends on many factors, but having an accurate, real-time view of key information is one of the most significant determinants of success. It’s information, and information empowers you to act. With CRM, you have visibility in real-time of the status of all your quotes and orders, so you can take appropriate actions. You can review your delivery key performance indicators, easily identify issues and react quickly to address them. The process is seamless and timely throughout.

  • Get real time reporting on all your sales order processing activities.

  • Follow up on customers quotes in a timely manner.

  • Get automatic notifications on order statuses and incorporate these into workflows.

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So, if you know a quote is due to expire this week you can pick up the phone to the customer, check they have seen it, and ask if they want to pursue it. Without a CRM platform you have to remember to diarise a reminder for the week it expires, you will need to check it hasn’t already been accepted or queried or amended or even followed up by a colleague, and then you will need to be in a place to act on it. With CRM from Workbooks in place, information is updated and visible in real time. You get an automatic notification of the exact status, and you can feed these notifications into your workflow.

It’s the same with quotes for approval, open orders, outstanding invoices and so on. And you can sync all this information with your financial and ERP systems for maximum visibility and efficiency. An update in CRM and trigger a process in ERP and your financial system and vice versa. Workflows can be kicked into action with an order changing status from awaiting approval to approved. No manual input required and the right people are then notified of the next course of actions for that particular order – a win win for you and for your customer. Better and seamless process for you and an improved customer experience!

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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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ORDER FULFILMENT

Track the status of orders and individual line items on orders. Automatically create supplier purchase orders and invoices with a single click. Create customer contracts directly from orders.

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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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