5 STARS ON CAPTERRA
Cory Rich
Client Solutions Partner
Problems
Someone reads the email, types the order into the portal, checks it against the quote, and chases what's missing. That work grows with every deal.
The same order, keyed in three times
Quotes sitting in someone's inbox
Chasing a missing PO or ship-to
Parts orders stuck behind a phone call
Credit approvals buried in an email
No one can say where the order stands
Solutions
It picks up when the order arrives and runs until the record is in your ERP. Your people review, approve, and handle the exceptions.
A PO or Signed Quote 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.
When a required field is blank, the agent asks the submitter for it and holds the order until the answer comes back, then routes it.
The agent preps the order, then stops and waits. You approve, and it enters the order in your ERP or dealer portal with the number saved.
Workflows
The agent reads the PO, checks it against the quote, and places it in your ERP or dealer portal.
Requests get read, specs get pulled, missing details flagged, and pricing prepped for review.
Parts requests get read and entered without a tech waiting on someone to key them in by hand.
Credit requests get routed to the right approver, tracked in real time, and never lost in an inbox.
Trade-in details get captured, routed for approval, and kept on the same record as the order.
Rental requests get read, checked against availability, and prepared for a person to confirm.
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
We already have an ERP. Why add Vsimple?
Can the agent enter orders in our dealer portal?
Does the agent place orders on its own?
How long does Vsimple take to implement?
