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Sales Workflow™

Enable your post-sale process with efficiency and accountability. 

Features

Process Visibility & Insights

Transparent Processes

Full deal visibility enables tracking user productivity and accuracy by location, salesperson, step, and date—helping management identify and address outliers.

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Dashboard & Reports

Management can quickly access processing data to spot bottlenecks and make changes that boost efficiency across departments.

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.

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Quick Search

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

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Features

Cross-Team Coordination

Accountability & Improved Teamwork

Improved interdepartmental communication and time-stamped deal tracking ensure accountability at every stage of the sale.

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Communication Hub

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

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Features

Streamlined Sales Operations

Increased Productivity

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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.

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.

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Atlantic Tractor logo, green script on white background.

Workflow provides our organization a superior level of visibility, accountability and standardization of sales transactions. It allows our leadership team to know where deals are in the sales, fulfillment and settlement process. It also gives us the ability to quickly address issues with the entire team (sales, parts, service and accounting) while using the same platform. In an age of declining service, however, the Sedona team truly shines. They have consistently delivered world class support with absolute promptness and professionalism to our organization and I could not recommend Workflow or the Sedona team more.

Dan Mueller

Ag Sales Manager, Atlantic Tractor

Interested in learning more?

Streamlined Document Management Process

01

Step 1: Document Capture

Easily scan and upload your documents into our system, ensuring a quick and efficient start to your document management journey.

02

Step 2: Organization

Organize your files with customizable folders and tags, making it simple to locate and manage your documents whenever you need them.

03

Step 3: Integration with EQUIP

Seamlessly integrate with EQUIP to enhance your workflow, allowing for smooth data transfer and improved operational efficiency.

What Our Clients Say

"Performa Enterprise has helped our business by making it easier to access and view our EQUIP invoices and prior A/R statements. It saves us a lot of time because it's now an automated process."

George Ortiz, Thomason Tractor

Frequently Asked Questions

We understand that choosing the right document archiving service can raise many questions. Below, we address some of the most common inquiries to help you make an informed decision.

  • What is document archiving?

    A person's hands reaching into a cardboard box filled with tied-up files.
    Document archiving is the process of storing documents in a secure, organized manner for long-term retention. It allows businesses to efficiently manage their files, ensuring easy access and compliance with regulations.
    Read More

  • How does Performa Enterprise ensure document security?

    Door with keys in the lock; a black handle and wooden frame are visible.
    We prioritize the security of your documents through advanced encryption methods, secure access controls, and regular audits. Our systems are designed to protect your sensitive information from unauthorized access.
    Discover More

  • Can I access my archived documents anytime?

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    Yes! Our electronic file archiving services allow you to access your documents anytime, anywhere. With our user-friendly interface, you can quickly search and retrieve files as needed.
    Find Out More

  • What types of documents can be archived?

    Abandoned room, desk with open book, clock, and debris. Dusty, brown tones, suggesting decay.
    We can archive a wide range of documents, including financial records, contracts, emails, and more. Our services are tailored to meet the specific needs of your business.
    Learn More

  • How does the integration with EQUIP work?

    A robot arm and a human hand clink red wine glasses in a celebratory toast against a gray backdrop.
    Our document management system seamlessly integrates with EQUIP, allowing for streamlined workflows and efficient document handling. This integration enhances your overall productivity and simplifies your processes.
    Explore Integration

Schedule a Demo

If you have any questions or would like more information about our services, please fill out the form below. Our team at Sales Workflow is ready to assist you!

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