Quoting - Order Entry and Management with RedHorse CRM
Quoting and Order Management Tools
A streamlined quote and order management process is the critical link between your sales, accounting and fulfillment departments. RedHorse CRM's order management software gives you a fully integrated business process from quote to order, cash and fulfillment.
With RedHorse CRM's order and quote management capabilities, your sales team can easily convert quotes into approved sales orders, which then flow to the accounting team, for invoicing and revenue recognition. RedHorse CRM also integrates order fulfillment with inventory management and suppliers, in QuickBooks, improving efficiency at every step.
From executive to fulfillment staff, everyone within your organization gains role-based real-time visibility into order trends, status and sales history—enabling them to streamline the order management process, identify bottlenecks and resolve customer queries quickly. Executives can monitor sales performance, support representatives can view order status, sales representatives know when to make follow-up calls, and customers can be notified of shipment automatically in real time.
Take Control of the Quote and Order-to-Cash Process
- Reduce unnecessary paperwork and errors by enabling sales to turn opportunities into orders with just a click
- Accelerate the order management process with online approval and workflow management
- Incorporate pricing and discounting rules automatically into the quote process, enabling real-time quote management
- Increase average order size by embedding intelligent up-sell management into the order-capture process
- Improve sales team satisfaction by automatically calculating incentive compensation and updating quota measures.
- Maximize cash flow with order management software that integrates all business processes from sales quote through to approved orders—and that is integrated with order fulfillment, billing and payments
- Eliminate errors via real-time, centralized management of all orders—maintaining a complete history within a single repository
- Improve quote and order accuracy by including automated tax and shipping-rate calculations
RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!
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