5 STARS ON CAPTERRA
Ian Munro
Client Solutions Partner
Problems
Someone reads the PO, checks the config against the quote, keys it into the DMS, then keys it again into the OEM portal.
Configs that drift from the quote
An attachment gets added or dropped, and nobody catches it until the machine shows up.
Keyed into the DMS, then the OEM
The same machine, customer, and options entered into two systems that never talk.
Backorders nobody can answer
A customer calls asking where their part is, and someone has to go dig through the portal.
Rental extensions done by phone
A customer keeps the machine another two weeks, and the paperwork catches up later.
Credit approvals stalling deals
The financing request sits in an inbox while a customer with a signed quote waits.
No one can say where a machine is
Sold, rented, in the shop, or ready to deliver. Finding out means asking three people.
Solutions
It picks up when the order arrives and runs until the machine is entered and on the schedule. Your people review and approve.
Reads the order. Checks the machine.
A PO arrives by email or from your CRM. The agent reads it, checks the model, attachments, and options against what you quoted.
Collects what's missing. Routes what's ready.
When a field is blank or financing is unconfirmed, the agent asks for it and holds the order until the answer comes back, then routes it.
Waits for your approval. Then enters the order.
The agent preps everything, then stops and waits. You approve, and it enters the order in your DMS and the OEM portal, then confirms back.
Workflows
The agent reads the PO, checks the config against the quote, and enters the order in your DMS.
Requests get read, models and attachments pulled, and missing details flagged before pricing.
Parts requests get read and entered, and backorder status gets surfaced before a customer asks.
New rentals and extensions get captured on the record instead of living in a phone call.
Trade-in details and credit requests get routed to the right approver and tracked until they clear.
Delivery details, inspection, and paperwork get confirmed so invoicing goes out without corrections.
Stats
Fewer hands on every order.
When the agent runs the middle, the order desk stops being the bottleneck, and orders go out faster with fewer mistakes.
Faster order velocity
Fewer emails
Fewer order errors
