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With the integrated workflow, rs2. CRM focuses not only on open communication, but also controls internal tasks and activities. Activities derive from numerous sources, for example, from field service, call centre and internal processes of the ERP software. By quickly and easily controlling routine activities, you can eliminate redundant activities.
Incoming invoices are often submitted on paper for approval. In the automated invoice reception process, all invoices are registered and scanned automatically. According to value limits, different groups of people, who are responsible for approval, sign off invoices, which are automatically allocated to the appropriate approval track. Therefore, you can avoid imminent discount losses and trace the person handling the invoice.
When a customer requires product folders or information about the next customer event via call centre, the sales workflow effortlessly manages all necessary activities. In fact, all involved employees obtain information on the open issues. Therefore, your staff is provided with a personalized to-do list coupled with necessary reminders and the integrated DMS provides them with the documents they need.
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