Imagine - Every Sales Order resulted with a customer that is clearly delighted

Have you ever had one of those days when your top customer was unhappy.  Not because you didn’t care, but because somewhere along the line a process broke down.  It is further compounded by the fact that they are a part of your 80/20 rule.

I know it’s frustrating… when all you and want is a delighted customer

Now, let’s consider those things that you know would delight your customer as opposed to making them unhappy…  Things like…

• Being easy to do business with
• Orders right the first time and every time
• Shipments on time all the time
• Shipments that have a packing list that matches PO

Sounds simple enough, but how do YOU make this occur.  First…

• You have to truly understand your customer needs, so you KNOW how to set up your processes
• Then define and document your processes
• Next, educate your team on the processes
• And finally, you are ready to put your vetted processes in place

This video walks you through how to use Sales Order module to quickly determine the status of a pending order. How to add a new order and remember to included suggestive up-saling and finally how to quickly find an open invoice and answer questions about pending payment issues.