Workbooks Overview - Sales Order Management

Workbooks Overview - Sales Order Management

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Sales Order Management

Workbooks is different. It combines into one integrated suite functionality that is traditionally held in disparate sales and marketing and financial systems. The result is that it is simple and fast to quote for new business, approve new business and sign new business.

Quote for New Business from Within Workbooks CRM
Workbooks CRM automates quoting and associated approval processes to make quoting for business much more efficient. It easily creates, stores and sends quotes to prospective customers, tailored with your brand.

Create quotes using pricing held in any of the Workbooks CRM product books; with the option for multiple and multi- currency pricing schemes per product, region, vertical markets - or short-term promotional pricing.

Automated and electronic quotation approvals dramatically reduce the time and resources required to authorise sales quotes and discounts.

Streamlining Sales Order Processes
Workbooks CRM and Workbooks Business combine to give greater control over the orders you take and the ability to reduce credit risk. It provides, as a self-service capability, information that is traditionally held only in accounting systems. Information that is often not visible to sales teams until the point at which the order is placed.

Use the information in Workbooks for greater and immediate visibility of order-dependent information so that potential issues can be addressed earlier in the sales cycle such as:

• Customer credit limits.
• Account history and current account status.
• Agreed terms and conditions.
• Partner status and credit limits in deals where a partner is also involved.

Workbooks Business automates order approvals where required by your company's approval framework and creates an order acknowledgement to send to your new - or repeat - customer so that they know their order has been accepted.