Ready to close those orders faster? With Workbooks CRM, you can manage invoices, contracts and orders from one tool. Make managing customer communications and tracking sales orders simple and speedy.
Busy sales teams don’t always have the time to act immediately on sales orders – so it’s easy to end up behind schedule or with human error. Workbooks sales order processing helps you:
Create reports and get the insights you need with one central repository for all quotes, orders and invoices.
Sales teams can quickly act by turning quotes into orders with one click.
Automated sales order processing, fulfilment tracking and invoicing reduces user error and improves the accuracy of your orders.
Follow the status of each order to ensure they’re fulfilled on time, every time.
Easily track the status of orders to improve communications with customers.
With integrated e-signatures customers can quickly sign orders so you can close those sales.
Sales order processing is included in our Core and Pro Business packages.
“With Workbooks we can quickly and easily convert a customer quotation into a sales order and then seamlessly create a supplier purchase order … We can now process orders in half the time”
Sales teams can end up sitting on orders if they’re focused on converting leads or busy with other work. This means you need a quick easy way for the team to create and manage them. If sales teams are rushing through orders, it’s easy to make mistakes which can result in deliveries going to the wrong address or customers receiving the wrong service.
Workbooks CRM helps you ditch the manual work associated with creating and managing sales orders. It means there’s much less chance of errors creeping in and you can easily keep track of the status of every order.
A purchase order comes before a sales order and is created by the customer. It’s a legally binding document that shows what a customer is planning to buy and how much it will cost.
A sales order is sent to customers from sales teams after a purchase order has been sent. It verifies the terms of the transaction including quantity of products, price, terms and conditions.
Workbooks offers integrations with ERP systems to give you a single view of all customer interactions from meetings, quotes and orders to products purchased and warranty details. Integrating both systems means you have one point of data entry and a clear view of your data throughout the customer lifecycle.
Get free tips, guides and advice on CRM, sales and marketing.
CRM-ERP integration is just one of the many benefits of using Workbooks. Learn more about how Workbooks CRM can help you drive...
Read more
Ever feel like you’re drowning in data? With 2 quintillion bytes of data generated daily across industries, it’s easy to...
Read more
You may not know it, but you might have bullsh*t CRM. Whether you’re looking for a new one or already working with one,...
Read moreWant to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.
