Real-time reportingPawel Janas2020-05-01T15:57:10+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 diarize 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!