Sales Order and Bookings Management
Manage and Track your Bookings and Sales Orders in your CRM tool
Sales orders come to companies in many ways. They can be faxed, emailed, mailed, phoned. Managing and reporting this paper trail adds cost to the order process. It may be valuable to put Sales Order information into your CRM for tracking, support, and reporting. The sales order can come from a quote which orginates in your CRM. Then the quote is converted to sales order by clicking a button in the originating quote.
Record Bookings for Detailed Reporting
If the sales order is independent from a Quote in CRM, then add the sales order data to your CRM service. This adds detail to your account relationships. Shows a detailed sales order report and gives your business order analytics from your customers. This order track begins at Campaign, moves to business opty, goes to Quote, then to Sales Order. Complete reporting thread adds power.
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