Streamlining Back-office Order Processing
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. The Open Door Sales 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.
The solution provides a host of tools and benefits:
Multiple Order Processing Options
- Realtime Results offers a dedicated back-office order processing team that is expert in the Open Door process. They’ve handled hundreds of thousands of orders for our clients. This option gives you a proven, turn-key system that simply works.
- 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 Information
- The system provides the ability to view and edit the order information for individual orders.
- The edit order functionality allows back-office teams to add detailed notes and order summary information to orders as they are processed.
- Updates to the status of an order are automatically communicated to a sales rep’s mobile device. The system generates an automated confirmation message when a sale is completed.
- The system consolidates all order information, order related text messages and processing notes in one place.
Integrated Standard Reporting
- Report on sales activity by business unit, sales manager or sales 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.
