ORDER CREATION & PROCESSING
Do you know what percentage of your quotes turn into orders? At many firms it’s lower than they expect – or than it needs to be. In many cases quotes fail to turn into orders not because the customer doesn’t want to buy, but because no one follows up. And this happens because the firm lacks visibility into which orders need to be followed up.
Workbooks CRM can help.
Create professional looking PDF’s to send to your customers.
Track the progress of all your quotes in real-time.
Create Activities and Notes against Sales Orders.
Automatically send orders for electronic signature to close deals faster and reduce paperwork.
Track Order and Invoice Status to identify which orders need sales focus to turn into billings.
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