The process of Equipment Ordering can be intricate. Have you shifted from the traditional method of passing around red folders in your office to an automated system?
We use the term “Deal” to refer to multiple orders grouped together. It’s advisable to have a distinct order for each main equipment to accurately monitor the status of a deal.
Our suggestion is to quote deals from your CRM using a rules-based tool. This prevents reps from selling equipment that can’t be feasibly constructed. Ideally, your customer would approve deals online, and your CRM would then transmit the order to eAutomate or our tables for flexibility. We can even automatically create one order for each main equipment, including the correct accessories.
With our automated workflow, we can regularly update order statuses, assign serial numbers when available, and arrange site surveys when needed. We can also gather competitive equipment, ensuring accuracy.
For precise profit calculation, we propose that the order includes line items for lease buyout, service buydown, and more.
To streamline processes, we suggest keeping all notes and deal details like sales reps, managers, signing dates, and pending personal guarantees within the eAuto order. This eliminates the need for spreadsheets.
Additionally, we offer dashboards and notifications for reps to easily track and communicate throughout the process.
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SOURCE Industry Analysts Inc.
