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
- 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
One 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
- 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
- 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
- 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.
