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Quote to Cash

Digitally automating quote to cash delivers outstanding Customer Service

Imagine if every customer could see their stock availability, price lists, service catalogue and contracted bundles, lead times, outstanding orders, lodged tickets, returns, SLAs, knowledge base, service capacity, and account status.

Our eCommerce Customer Portal connects your customers to your delivery and operational capacity, including Warehouse and Field Service.

 

 

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Quote to Cash whiteboard explainer

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Simplify Operations

Streamline Customer Service Operations

Workflow automation and integration into existing systems align and streamline sales and customer service operations.

Connects front and back office to the field to deliver on premium customer promises. 

 

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Integrate into Existing Systems

Align sales and Customer Service Operations on one platform

Align Sales and Customer Service Operations on one platform.

Eliminate spreadsheets and data entry into multiple systems with a single, easy-to-use unified platform.

Integrate with WMS and field service scheduling and operations.

 

 

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Easy to Scale at zero cost

Onboard new customers in days

Onboarding new customers into their eCommerce Portal takes hours and days, not weeks and months. Through efficient processes and digitised automation, new capacity is delivered at zero cost.

Hubspot

HubSpot CRM

HubSpot's smart CRM helps you gather customer data and once integrated with your existing systems, like your ERP,  your Sales and CS teams can easily access real-time inventory status and customer order history.

With HubSpot, you can effortlessly track customer website visits and get a peek into their browsing habits. This gives you valuable insights into your HubSpot web-shop traffic and helps you fine-tune your sales and marketing efforts with intent data.

 

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Our approach to improving Quote to Cash

 

FAQs

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