Workflow Management
Need to get a customer's quote approved fast? Having trouble quickly getting the answers about a quote or order? Forgetting to follow-up with customers? Workflow Management gives you the ability to get instant responses or approvals from other departments right from your desk. You also get the complete history and dialogue you have with every department, so there is no more he said, she said. You will never forget to follow-up or send a customer's quote.
Real Benefits
- Never lose an opportunity
- Always have tracked dialog about each and every quote
- Never again do you have to search for notes about a quote or order
- Get accountability and traceability of every conversation
Getting It Approved
Workflow Management allows you to send quotes to other departments and get answers to questions or approval quickly.
Follow-Up Process
Follow-ups and Reminders will help you establish a process of always remembering to get back to your customers.
Communication Workflow
Keeps you on track for follow-ups with your customers.
Create Quote
Send for Approval
Convert to Order
Set Follow-up Reminder
Check Delivery and Notify Customer
Credit Worflow Process
Credit Hold
Send to Accounting
Accounting Approves Order
Convert to Order
Credit Hold
Send to Accounting
Accounting Requires Cash
Follow-up with Customer
Covert Order with Credit Card