Orders and Budgets Management
Make orders and budgets to close and cross more sales during business visits.
During commercial visits you can make as many orders and budgets as you want in just a few clicks.
Make orders and quotes just in a few seconds with the best CRM to sell. Speed up your delivery times by being notified about the orders from the warehouse the second they are placed to the client.
uSell CRM is designed to improve the sales experience by reducing commercial tasks. Selling was never this easy.
As uSell CRM makes it easier for commercials to complete tasks, they can take more sales opportunities at the same time, this way you can close and cross more sales.
Orders and budgets work in a similar way. The difference is orders are confirmed purchased whike budgets are used to provide information about the offer before taking a final decision. Any order or budget will always be made in a customer account.
Search and display the different products to your client in the uSell CRM digital catalog. Making an order is as easy as selecting the producte the customer want and adding them to the shopping cart. One can add as many proucts to the cart as the products’ stock allows. Once they are added to the cart, the remaining amount of available products is synchronized automatically with your company’s data.
The shopping cart is where the products selected by the customer are stored. From the shopping cart you can finish adding complementary products, modify quantities, adjust discounts and finally close and set the order.
When the order has been accepted, it can be sent. In addition, uSell CRM offers the opportunity for the customer to sign the order directly in-situ on the device screen to validate the agreement. The signature has a totally legal validity due to the use of Viafirma.
When a customer signs the order the purchase is accepted and, therefore, officially closed. Once signed the order becomes a PDF document and it’s available from any device in the historical. It can be shared or visualized. You can make as many orders as you want at the same time, even if others are still open.
Check the order history and budgets of all your customers from the application or the web. Orders already closed can not be modified, however, open orders or bydgets can be modified ir order to finish them. Historical allows you to check purchases that your customers have made previously and, therefore, offers you the opportunity to try to repeat purchase or offer complementary products and cross-sell.
