Order Management
In the Aura Business CRM system
Orders in CRM
The CRM system allows salespeople to place orders. They can do so even while on the go, on behalf of the client. Creating orders is quick and convenient because client data is automatically filled in, and the appropriate items can simply be selected from the product database.
Client Testimonial
“We chose the Aura Business system for two reasons – primarily due to the extensive experience and knowledge of Questy's consultants in business support. Secondly, we were impressed by the system itself – it had practically everything we expected: a user-friendly interface, ready integration with the system we use, Symfonia Forte, support for mobile salespeople, and plenty of features.”
Sales Support
Our CRM system supports salespeople. How? Thanks to the feature of creating orders based on the issued offer and instantly transferring them to the realization phase, it saves a lot of time. An order can be linked to a sales opportunity, tasks can be created for each order, and the selected report allows the manager to monitor it according to any criteria. Orders can be described with features/attributes, and their appearance and structure are consistent. The completed order can also be downloaded in PDF format. This way, the sales process in your company becomes much more efficient.
Efficient Order Management
The lack of the need to rewrite orders each time is a significant time saver, which can be spent on more important areas of a salesperson's work, such as building and maintaining good client relationships. Orders and tasks planned for a client are available to authorized users, such as a sales manager. Using the order management module also allows for the immediate replacement of the employee responsible for a given process.
List of All Orders
Orders placed by salespeople are listed in the "All Orders" list. It's easy to verify key information for each order thanks to the appropriately configured columns. If needed, you can quickly search for the right order using a custom sorting panel. Moreover, the list can also be useful outside the system, thanks to the option to export it to an xlsx file.
Benefits of Implementing the Aura Business System
- Significant time savings for the sales team
- Streamlining the order fulfillment process
- Reducing the risk of errors by salespeople
Want to see how the Aura Business system can meet your company's needs?
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