Open Door Back-Office

Streamlining Back-office Processes

Nothing can take the wind out of a successful sales effort more quickly than an inefficient or dysfunctional back-office. Lost orders, incomplete follow-through or delays in order processing and provisioning are just a few of the snafus. For Field Service reps, inefficiencies working with distant support staff or cumbersome paper trails create inefficiencies and cost. The Open Door Sales & Service Solution provides a turn-key solution that makes the back-office hum.

When orders are captured in the field, they automatically flow to the back-office system where processing teams or legacy systems can do their work. Service forms are captured and collected in a unified system for tracking, accounting and reporting.
The solution provides a host of back-office tools and benefits:

Multiple Order Processing Options
Multiple Order Processing
  • When orders are captured on mobile devices, the information is immediately conveyed to the Open Door order management system. You can leverage this system with existing back-office teams to create a consolidated process for order processing and provisioning.
  • The Open Door system integrates with back-office legacy systems. If you want a fully automated process, our development team can help you make it a reality.
Web-Based Order Management System
Web-Based Order Management SystemOne of the key differentiators of the Open Door system is our Web-based Order Management System. This powerful tool consolidates and serves up all your data and information in an intuitive, easy-to-use tool.

  • Convey all orders electronically to the Realtime order management system.
  • View all orders in a consolidated order queue.
  • Track processing time for each order in the queue.
  • Define processing and workflow rules for order processing.
  • Establish rules-based warnings to alert management to orders that remain in queue an excessive amount of time.
  • Customize order status settings and workflow.
Consolidated Order History
Eelctronic Format
  • Search, view and edit a consolidated history of all orders.
  • View orders by region, by market, by office, by sales manager and by sales rep (you establish the hierarchy).
  • Setup permissions-based access that allows sales managers to view all orders for their team and for sales reps to view their individual orders
  • Get a comprehensive view of all interactions related to an order from the first contact with a customer to order provisioning.
  • View the string of messages between back office and sales rep for clarifications and confirmations.
Access to Detailed Order or Service Information
Access to Detailed Order Information
  • The system provides the ability to view and edit the service or job information for individual assignments.
  • The edit order functionality allows back-office teams to add detailed notes and order summary information to orders as they are processed and to QA work assigned to service teams.
  • Updates to the status of an order or job are automatically communicated to a field rep’s mobile device. The system generates an automated confirmation message when a sale is completed or a service receipt when a job is complete.
  • The system consolidates all task information, order related text messages and processing notes in one place.
Integrated Standard Reporting
Integrated Reporting
  • Report on sales or service activity by business unit, field manager or individual field rep.
  • Lead Analysis Reporting
  • Review leads that have been assigned and worked to completion versus those worked but not completed or those not worked at all
  • Contact & Sales Analysis Reporting
    • Review doors knocked, contacts made and sales made from on and off-turf leads.
  • Disposition Reporting
    • Detailed analysis of doors knocked and the disposition outcome of each lead .
  • Time Track Reporting
    • Review specifically when your sales reps are working.
  • Customized Reporting
    • Our development team is available to generate custom reports defined by you.

Blog & News

Client Testimonial

"Using the Open Door solution, our sales reps now spend more time selling and less time processing paper work."
- Suddenlink Chief Marketing and Sales Officer

Contact Realtime Results

12444 Powerscourt Dr., Suite 375,
St. Louis, MO 63131

Sales Inquires:
Phone: 888-770-7158
sales@realtimeresults.com