Professional Services

5 STARS ON CAPTERRA

Win more orders and free your team to work on the business.

Sales Coordination Agents take the manual order work off your team, so the priorities you set in the room actually get done.

JJ Russell

Client Solutions Partner

Connect with JJ

Leadership teams trust Vsimple

Leading companies trust Vsimple

Problems

Your strategy is sound. Your team is buried.

You leave the meeting with clear priorities. Back at the desk, the same people are still reading POs and chasing what's missing.

Growth should bring profit, not chaos.

Priorities that never get started

Quarterly Rocks get set with real commitment, then lose to whatever landed in the inbox.

To-Dos that outlive the meeting

Assigned on Monday, tracked in a spreadsheet, and unfinished by the next one.

A scorecard built from stale data

Numbers get compiled by hand from tools, so you review last week instead of today.

The same issues every quarter

The list keeps growing because the root cause is manual work nobody has removed.

Process written, not followed

Your core process is documented, but the work happens however each person does it.

Leaders pulled into the weeds

Your best people spend the week unblocking orders instead of building the business.

Solutions

The agent does the work.
Your team makes the call.

The agent does the work. Your team makes the call.

It picks up when the order arrives and runs until the record is in your ERP. Your people review, approve, and get their week back.

Reads the order. Builds the record.

An order arrives by email, from your CRM, or from a form on your site. The agent reads it and builds the record before you touch it.

Reads the email, the PO, and the attachments, not just clean forms

Pulls the PO number, customer, line items, and ship-to into a record

Fills in the customer on its own: industry, size, billing contact

Book a demo

Puts your process into the work.

The process you documented stops being a binder. Your rules decide what routes where, so the work runs the same way every time.

Applies your rules to every order, not from memory

Routes approvals to the right owner by name, not by habit

Surfaces the exceptions so your team handles judgment, not entry

Book a demo

Reports what actually happened.

Every order the agent touches gets logged, so your numbers come from the work itself instead of someone compiling them on Monday.

Shows what was completed, flagged, and still waiting

Gives you current numbers instead of last week's

Turns the recurring issue into something you can see and remove

Book a demo

Workflows

Built around the work your team is buried in.

These are a sample of the workflows Vsimple builds. Every one is configured around how your team already operates.

Connect with JJ

Order intake

The agent reads the PO, checks it against the quote, and places the order in your ERP.

Quote intake

Requests get read, specs get pulled, missing details flagged, and pricing prepped for review.

Approval routing

Requests reach the right owner by your rules and get tracked until they clear.

Customer record setup

New accounts get built and enriched on their own, so the order is not waiting on research.

Exception handling

Anything unusual reaches a person with the context attached instead of sitting unnoticed.

Completed work reporting

What the agent finished, flagged, and routed gets reported without anyone compiling it.

Stats

Fewer hands on every order.

When the agent runs the middle, the order desk stops being the bottleneck and your team gets its week back.

500%

Faster order velocity

Fewer emails

30%

Fewer order errors

"Vsimple is a transformative partner. They have delivered a fully tailored version of their software quickly and affordably. In essence, we are future-proofing our business while gaining a competitive edge and creating remarkable experiences for our employees and clients. It’s truly a win-win-win."

Kurt Beier

Director of Accounting, Blue & Co

Read customer story