5 STARS ON CAPTERRA
JJ Russell
Client Solutions Partner
Problems
Reps send the details. Coordinators chase what's missing, re-enter the order and follow up for a status. More sales create more work for the same people.
Configurations drift from the quote
An attachment or option changes between the quote and the order. Nobody catches it until the machine arrives.
The order gets keyed in twice
The same customer, machine and options go into the DMS and then the manufacturer's portal.
Backorder answers take a search
A customer asks where a part is. Someone has to stop and dig through the portal for an update.
Rental changes stay on the phone
A customer extends a rental over the phone, and the updated dates, rates, and paperwork only catch up days later.
Approvals hold up signed deals
Financing and trade-in details wait in inboxes while the customer waits for the order to move.
Nobody sees the full status
Sales, service and coordination each hold part of the answer. Finding out where a machine stands means asking around.
Solutions
Vsimple connects the steps between a won deal and a submitted order. The details stay with the record, the work keeps moving, and your team approves the order.
Turns the paperwork into an order record.
The agent reads signed quotes, POs and CRM worksheets, brings the customer details together, and checks the machine configuration against what was sold.
Chases missing details. Routes the approvals.
The agent asks for missing information, keeps it with the order, and routes financing or trade-in approvals to the right person before work moves on.
You approve. The agent submits the order.
The agent prepares the order and waits for your team to review it. Once approved, it enters the order in your DMS and manufacturer portal and confirms back.
Workflows
Turn signed quotes, POs and CRM worksheets into an order record your coordinator can review and approve.
Pull models, attachments and requirements from incoming requests, and flag missing details before your team starts pricing.
Capture parts requests and surface backorder status so your team can answer customers without searching every time.
Keep rental dates, extensions and supporting details on the record so the paperwork follows the agreement.
Route trade-in details and credit requests to the right approver, and keep the outstanding steps visible.
Confirm delivery details, inspections and paperwork so sales, service and billing know what is ready.
Stats
More orders through the same team.
Take repetitive entry and follow-up off your coordinators. Give them time to review exceptions and keep sales and service informed.
Faster order velocity
Fewer emails
Fewer order errors
