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Document and Fulfill Orders Seamlessly

Connect, organize, automate and measure the efficiency of your billing and fulfillment processes.

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Your Order Process Doesn’t End With A Signed Contract.

SalesChain’s Quote to Cash (Q2C) tools carry your team from presenting an offer to a prospective customer to collecting revenue, documenting your deal, and delivering equipment. Managing installations and deliveries efficiently is vital for maintaining customer satisfaction and getting revenue through the door.

Benefits:

  • More accurate order documentation
  • Time saved on manual entry
  • Clear picture of Fulfillment efficiency
  • Drive Sales User Adoption
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Generate Contract, Order and Fulfillment Documents

From lease and service agreements to commission worksheets to build sheets for your warehouse, SalesChain’s document generation capabilities allow you to generate every document that is part of your fulfillment process.

  • Our eSign utility is accepted by all major finance companies and is built into our “Platinum” subscription.
  • Provide us a template once, and SalesChain’s team will set the system up to generate infinite copies for the lifetime of your contract.
  • Dedicated document specialist support team members to assist with document creation, management, and adjustments.

e-Automate Sales Order Push

 Turn any SalesChain Order into a Sales Order in e-Automate with a simple wizard. Save your administrative team time and eliminate redundant data entry. The sales order status is returned to SalesChain to inform the rep of the order.

  •  Permission to certain users
  • Assign Serial Numbers
  • Allocate Inventory
  • Create assets
Learn About Integrations

Delivery Workflow

Define customized workflows to fulfill each type of product or service your business offers. Integrate with e-Automate or ConnectWise Manage to trigger workflow steps.

  • 2-Way e-Automate integration
  • 2-Way ConnectWise Manage integration
  • Time-stamped workflow steps help you measure efficiency
  • Built-in email notifications keep team members or customers informed
  • Configure multiple workflows for different product offerings
  • Drag-and-drop delivery calendar
Learn About Workflow Integrations

Contract and Finance Tracking

With integrated tracking tools for your administrative team, you can connect orders directly to the documents they are tied to and the funds you receive.

  • “6 Points of Success” Financing API Integrations
  • Funding expectation report
  • Check Request Ledger
  • Credit Desk
Learn About Lease Automation

Sales Commissions

SalesChain’s robust commission system is capable of calculating simple or advanced commission structures. Whether your team is paid on gross profit or revenue, hardware value, once a quarter or weekly, our system is capable of getting sales reps paid!

  • Multiple Commission Levels
  • Split Rep Commissions
  • Incentive Programs
  • Manager Roll-Ups
  • Spiffs
Learn About Integrations

”Integrated commissions made things a lot easier for us. We get pricing in a lot quicker than we did before and pushed out to our reps faster. All the reps can see what they’re looking at taking home for each deal.

Steve OuelletteCFO, Budget Document Technology

Bring The Cycle Back Around Again.

Ensure repeat business with sales notifications when you near the end of the lease. Once business is booked, notifications are holstered and triggered when the leased contract is nearing completion, helping your sales team stay on top of repeat business.

Features:

  • Automatically create tasks and leads for salespeople
  • Email notifications for reps and sales managers
Learn About CRM Tools

Ready to Streamline Your Business?

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Office: 61 Mattatuck Heights Rd, Waterbury, CT

Call Us: (203) 262-1611

Email Us: support@saleschain.com