Quotation and order from the file
All information recorded in the course of the enquiry and the appointment is already available when the quotation and order are created. Name, address and the key data discussed do not have to be entered again.
This reduces the error rate in data entry and speeds up the conclusion, because the customer does not have to wait for a document subsequently prepared in the office.
Digital signature at the customer’s premises
If the customer agrees, they can sign the order directly on the field sales employee’s mobile device. The signed document is filed in the file and is immediately available to everyone involved who continues to work with it.
Paper forms that are scanned, submitted later or forgotten in the vehicle thus become a thing of the past. The customer can receive a copy of their order, and the back office can begin processing without delay.
Processing after conclusion
For many businesses, the actual work only begins after the signature: ordering, planning the execution, coordination with the customer. Terminauticus also accompanies these steps, so that it is apparent at all times what stage an order is at.
This gives the management a complete picture from the first contact to execution. The customer gains the impression of a company in which the left hand knows what the right hand is doing.
A consistent workflow for all employees
If each field sales employee records orders in their own way, the result is queries, rework and, in the worst case, errors in execution. A predefined workflow in the software ensures that every order contains the same mandatory information and is filed in the same form.
This facilitates not only processing, but also the induction of new employees and cover during holidays or sickness. Whoever takes over a case finds all information in the usual place and can continue working without lengthy familiarisation.
Frequently asked questions
Do customer data have to be re-entered for the order?
No. The information from the enquiry and the appointment is transferred to the quotation and the order.
Where is the signed order filed?
The signed document is stored in the customer’s electronic file and can be accessed there by authorised employees.
Does the customer receive a copy?
Yes, a copy of their order can be made available to the customer.
Does the process end with the signature?
No. The steps after conclusion through to execution can also be tracked in Terminauticus.