Telesales Sales Order Management

Value of Winfosoft Telesales Sales Order Management Module for Microsoft Dynamics AX

Distributors, Consumer Goods and Food and Beverage Manufacturers replenish their customer’s warehouse and stores frequently. One method of replenishment is for a telesales sales order representative to call a predefined set of customers to update their week/y or bi-weekly sales/replenishment order.

Benefits of Winfosoft Telesales CRM software include:

  • Improved Operational Efficiencies for Telesales Sales Order Entry
  • Improved Customer Satisfaction by Improved Sales Order Taking and Fulfillment
  • Increase Sales by Capturing Exact needs for Replenishment
  • Improved Sales Analysis by Route and Call Lists
  • Improve Customer Satisfaction with Customer Complaint Management System
Telesales Sales Order Management photo

Winfosoft Telesales Sales Order Management Module is built using Microsoft Dynamics AX Technology Providing Seamless Integration

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Key Features

Telesales Sales Order Management

  • Fast Repeat Sales Order Taking
  • Call Lists with Contact Information by Customer Grouping such as Route and Sub Route
  • Call List Management with Cancel Reason Codes
    • Sales Order Creation percentage of customers on call list.
  • Item Number SKU Fast Entry Cross Reference
  • Sales Order History with Copy Prior Sales Order to New Sales Order
  • Customer Specific Sales Order Templates for fast Repeat Sales Order Taking
  • Real Time Inventory Available to Promise
  • Item Substitutions
  • Capacity Load Planning
  • Multiple Currencies
  • Global Tax Mgmt
  • Customer Complaint Management with Workflow Customer Complaint Resolution
  • Credit Check based on Limit or Days
  • Customer Specific Promotional Pricing, Discounts and Fees

Contact Us!

Phone : 717-961-5600

Fax: 717-850-2018

Email : info@winfosoft.com

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Contact Information

Winfosoft Inc.

910 S. George St.
York, Pa. 17403

Phone : 717-961-5600

Fax : 717-850-2018

Email : info@winfosoft.com

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