Running a successful business relies on two things, obtaining customers and selling products and services for more than it costs to produce them. A CRM system allows you to manage your business to help ensure you are profitable. This is especially useful in an uncertain economy where you need to keep a tight control over your costs and business.
Business to Business (B2B) based sales tend to be focused on relationships between your company and your customer.
You want to create a workflow which automatically informs the delivery team that a Sales Order is ready for them to start working on. This email alert should contain the link to the Sales Order which saves the delivery team time from having to search through the CRM to find the record.
London
Ascent Business
Brook House
54a Cowley Mill Road,
Uxbridge
UB8 2FX
01895 541292
Birmingham
Ascent Business
Citibase
2010 The Crescent
Solihull
B37 7YS
0121 392 8140
