Delivery Workflow Automation
SalesChain’s delivery workflow automation system is a comprehensive set of tools to organize, automate and measure the efficiency of your fulfillment processes. SalesChain allows you to define customized workflows that best represent the working steps needed to fulfill each type of product or service that your business offers. Advanced steps may integrate with other core systems like leasing companies, e-Automate, or ConnectWise Manage. Along the way, each step of assignment and completion is time-stamped so that we can effectively measure the timeliness of your process.
e-Automate Integration Empowers Workflow
Thanks to a comprehensive two-way integration, SalesChain and e-Automate represent the foundation for efficiency across your entire business. Work that is done in one system can trigger action in the other. For example: As operations assign inventory to fulfill the sales order, serial numbers may be loaded into SalesChain to be used in documentation.
Customize Workflow Notifications
As part of this configuration process, SalesChain can assist you in adding notifications to the delivery workflow processes for both users and customers. This can help you ensure that, throughout the processing of your orders, people across your business can stay up to date. Users can also track and view completed and pending steps using the SalesChain delivery desk. This utility provides access to information including progress, assignments, and schedule.
Case Study: Keystone Digital Imaging
In this video testimonial, Crystal Manning talks about how SalesChain’s delivery workflow management tools cut KDI’s DSO in half.
An easy-to-use drag and drop delivery scheduling tool provides visibility and control for the delivery team while keeping everyone who needs to know informed of the timing of their orders. Reps can request dates for delivery which can then be confirmed or changed by order coordinators, who can create color-coded calendars in the system for each truck or driver. When the delivery is scheduled, a notice is placed into the sales rep’s calendar to keep them informed. Our standard delivery truck schedule notification workflow notifies drivers of their schedules several days in advance.
Configure Workflows for Different Offerings
Each of your business offerings is unique, and this is reflected in the customized workflows that best serve the needs of your fulfillment process. For example, fulfilling a small order for two individual copiers would involve different steps than providing IT services for a large law firm. Different strategies must be optimized and employed for different offerings.
Workflow Design and Consultation
Our customized approach makes SalesChain work the way you work. SalesChain’s on-boarding experts are standing by equipped to assist you in determining exactly how our system can match your business’ processes. After setup, our team would be happy to check in at regular intervals through our executive review process.