Fulfilling orders involves liaising with and co-ordinating suppliers. Whether it is parts or services, they will contribute in some way to the delivery to your customers. As a result, your ability to manage those supplier relationships will have a significant bearing on your order processing.
Manage all supplier relationships in one place.
Manage on-boarding processes, including risk assessments and quality audits.
Apply rules and schemes to drive accuracy.
Track all communications around an order in one central place.
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At many companies, supplier management is fairly haphazard. Information in areas like contact details, product and service specifics, pricing and contracts, is held in a variety of places from inside account managers’ heads to filing cabinets, to various spreadsheets and databases. This critical information can be hard to track down and is often incomplete or inaccurate when you do need it.
CRM from Workbooks provides you with a single view of all suppliers. Any of the team can access the information at any time and from anywhere. You can find accurate and up to date contact details at the click of a button. You can create and file supplier contracts, and manage on-boarding processes, including risk assessments and quality audits. Within a few seconds you can evaluate the status of the supplier and review the full history of the relationship.
Workbooks CRM can help you better manage your suppliers and help you make better decisions on which supplier to use to fulfill which order. You can see and compare pricing across suppliers. You can apply rules and use schemes to drive accuracy. Every communication you have around an order is tracked and attached to that order, so you and your team can always easily refer back to previous conversations and be certain about what has been agreed. You have traceability and insights at a click of a button.
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.
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.