Document and Fulfill Orders Seamlessly
Connect, organize, automate and measure the efficiency of your billing and fulfillment processes.
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
Generate Contract, Order and Fulfillment Documents
- 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
- Permission to certain users
- Assign Serial Numbers
- Allocate Inventory
- Create assets
Delivery Workflow
- 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
Contract and Finance Tracking
- “6 Points of Success” Financing API Integrations
- Funding expectation report
- Check Request Ledger
- Credit Desk
Sales Commissions
- Multiple Commission Levels
- Split Rep Commissions
- Incentive Programs
- Manager Roll-Ups
- Spiffs
”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