Transparent Processes

Open visibility to all of the deals being processed allows for the measurement of all user’s productivity and accuracy. Filter by locations, sales person, steps, and dates to determine productivity. Focus management on those that fall outside set guidelines.

Accountability and Improved Teamwork

Opening the lines of communication between departments and giving all user’s view of time stamping when deals move from department to department. This makes everyone accountable for their part in the processing of a sale.

Expedite Sales

With an internet connection and Sales Workflow your sales team can complete the sale and finalize forms out in the field. This gives your sales force more time to be face to face with their customers resulting in increased sales.

Increased Productivity

Eliminate redundant data entry. Sales Workflow forms are auto populated with many fields from JDQuote2 thus increasing the speed of each department. Which then causes a chain reaction of sending the deal information to other departments in Sales Workflow almost instantaneously. Returning forms for corrections is just as fast.

Structured and Consistent Practices

Whether you are one location or 30 locations, Sales Workflow provides a consistent “after the sale” process. Each department has their own set of “To-Do’s”, that collectively completes their part that is necessary to put sold products into your customer’s hands.

Optimized Revenue Retention

No more missed opportunities to gain more revenue. Settlements can be made quickly so no incentives are missed, trade payoffs are on time, and interest charges are stopped on sold machines. All of which could save you thousands of dollars.

Quick Search

Searching for archived sales deals and attached documents is fast and easy. Sales Workflow eliminates digging through paperwork that consumes valuable time.

Communication Hub

No need to transfer documents between locations or offices – Sales Workflow provides one hub for all sales documentation electronically.