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 into another user’s step makes everyone accountable for their part in processing a sale.
With Wi-Fi and Sedona Workflow your sales people 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.
Eliminate redundant data entry. Forms are auto populated with many fields from JDQuote2 which increases the speed of each step. Which then causes a chain reaction of sending the paperwork to other steps in the sales flow almost instantaneously. Returning forms for corrections is just as fast.
Structured and Consistent Practices
Whether you are one location or many, Sedona Workflow provides a consistent sales process and structure that is followed by all employees in all locations so that all users process their part of the sale the same way.
Optimized Revenue Retention
No more missed opportunities to gain more revenue by saving money. 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.
Electronic files and storage of all documents associated with a sale are archived efficiently making accessibility to documents a snap, no more shuffling through papers on your desk or looking up past deals in file boxes in the attic.
No need to transfer documents between locations or offices – Sedona Workflow provides one hub for all sales documentation electronically.