A client came to us with a complicated spreadsheet used to develop customer quotes. It was difficult to understand, and their team had trouble developing solutions. They wanted us to develop a form for their call centre to capture all the required information.
We developed a Customized Web Form for their Call Centre. The form was designed with the client. It was designed in a logical sequence.
After the information was captured, a recommended solution was delivered. This solution was used to develop a quote for the client. The quote was emailed to them. The information was also sent to the Scheduling team. They ordered the components and organized a delivery time.
An invoice was also generated after the system was installed. It was sent to the client to ensure prompt payment.
A Certificate of Compliance was automatically generated from the database. This was sent to the client after the system was installed.
This system could benefit your business too:
- Providing an input form of the information required to get the job done.
- Collecting information digitally to process.
- Showing a list of jobs to be scheduled, sorted by Suburb.
- Developing an Invoice that is sent to the customer. Or sending Invoice information to the Accounts department.
- Providing a Certificate of Compliance or similar document to email to the customer.
Contact Us Today to find out how we can automate your business processes.