Sales Order Processing CRM Software is no longer the stand alone, sales management tool it used to be. These days a company’s CRM Solution is mission critical and needs to talk to many other areas of the business. Sales Order Processing is a great example of this and Gold-Vision CRM is a great example of CRM Software that does it properly.

A typical set up in today’s business world is for the CRM Software to manage the sale, but only up to the point of winning an opportunity. After this there is normally a manual process required to get the sale into you accounts and ERP systems. This manual form of Sales Order Processing is time consuming, resource intensive and it opens up the process to human error.

Your sales and marketing team have already spent time adding all the detail of the sale into CRM, why do it all again in your Accounts package, and then maybe again in ERP?

Gold-Vision CRM takes the human out of the data input side of Sales Order Processing, whilst allowing for human authorisation in your Accounts package.

With a completely open API (Application Programming Interface), Gold-Vision CRM can talk to almost all other software packages and to date has already been integrated with most ERP and accounts solutions. As soon as you complete the sale, Gold-Vision CRM will create the order against the customer within your Accounts package. If it’s a new customer, Gold-Vision CRM will create a customer account as well.

This integration isn’t just one way either, you can use your accounts package to manage credit levels, invoice management and payment history, and publish this information for the sales person to see in Gold-Vision CRM.

Everyone sees the same up to date account information without having to let sales people have access to accounts.
Automatic Sales Order Processing saves time, reduces mistakes and the integration means everyone is informed all the time. Another tick in the box for Gold-Vision CRM.