Batch Quick Entry by Sales Force
Scenario
You have standard documents, and users make requests that these documents are sent out to customers, perhaps with informaiton abour prices quoted, a covering letter and terms and conditions.
Solution
Information to be sent is logged in the CRM system. Once per day the batch is processed at head office where the quotes are printed, checked and then sent out.
Simple
- Sales force only have to log pertinent information
Practical
- Information is entered by selecting rather than typing so more accurate.
- Information can be validated at Head Office.
Bottom line
- Sales force spend their time selling!
- Corporate image is protected.