The procedure for Equipment Ordering can be complex. Are you still using the old-fashioned way of transferring red folders across your office or have you transitioned to an automated system?

We use the term “Deal” as it may encompass multiple orders. We recommend having one order for each host equipment as this is the sole method to accurately keep track of a deal’s status.

Our suggestion is that deals should be quoted from your CRM using a rules-based tool to prevent reps from selling an equipment that isn’t feasible to construct. Ideally, your customer will approve your deal online and your CRM will push the order to eAutomate, or first to our tables for maximum flexibility. We have the capability to automatically generate one order per host, complete with the correct accessories.

With our automated workflow, we can regularly update the status of each order, assign serial numbers when they become available, and ensure the creation of site surveys when required, alongside the collection of competitive equipment, and so on.

For precise profit calculation, we propose that the order should include line items for lease buyout, service buydown, among others.

We recommend maintaining all notes and deal details, such as the sales rep, rep manager, deal signing date, notes on a pending personal guarantee (PG), and so on, on the eAuto order. This eliminates the need for spreadsheets!

We also provide dashboards and notifications for reps and so on for ease of tracking and communication.

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SOURCE CEO Juice