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Order Creation & Processing2020-05-01T14:53:11+01:00

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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CRM for

CRM from Workbooks allows you to track the status of all your orders and invoices so you can identify which orders need sales focus to turn into billings. You can set it up to deliver alerts to the right people at the optimum moment for them to chase the customer, ensuring that the percentage of quotes turning into orders increases.

Workbooks also improves the experience of creating orders. Where in the past it might have been a time-consuming process, with Workbooks you can go into your CRM platform, and turn quotes into orders with a single click. With the ability to create professional PDFs to send to your customers.

From there, a third-party plug-in can be installed which enables electronic signature. No more posting contracts to customers, and waiting a few days for them to be returned – with Workbooks it can all be done on the same day. And it saves on paper and print costs too.

Finally, Workbooks helps ensure orders are fulfilled and invoiced. You can create activities and notes against orders so everyone in your organization knows what is happening with the order, and crucially what they need to do to deliver them. And you can track the status of orders as they are fulfilled and invoiced.

This gives you tremendous visibility into what your customers are buying, when, how, putting you more in control.

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CRM SALES FEATURES

ACCOUNT & CONTACT MANAGEMENT

TRACK SALES ACTIVITIES

OPPORTUNITY MANAGEMENT

AUTOMATED WORKFLOWS

FORECAST ACCURATELY

SALES PERFORMANCE METRICS

ACCOUNT MANAGEMENT

SUBSCRIPTIONS & RENEWALS

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