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Most of the modern-day CRM systems will provide you with the function to place the order in the CRM as an Out of the Box function, it’s already there, ready to be used. Actually, most CRM systems can provide you with a lot more than that, but let’s focus on the latter part of the process, the centrepiece of your customer engagement, the order.
First off, a Sales Order is the confirmation record that the Quote has been accepted by the customer and (potentially) the Purchase Order is sent from the customer which should mirror the Quote. To paint a picture of the process:
The sales order is a split document or record in the sense that it will be an Order Confirmation back to the customer as well as the order to the production/warehouse to start their process to accommodate the Sales Order.
There are many benefits to having this process in your CRM rather than in the ERP:
All of the above can of course be done by the old ways of working but would not create the clear handover from Sales to Finance. It would also require the push of data between the ERP and CRM to get accurate reports – unless you run it on and one and the same platform.
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