SOLUTIONS
14 departments. One system.
Every area of responsibility a business has, on one dashboard and one subscription. Open any of them to read what it covers.
All 14 departments, in detail
Open one to read what it covers, and what it can answer.
Customer history is retained by the organisation, not by the individual.
A customer relationship accumulates over months as enquiries, quotations, negotiations and commitments. Where that record is held informally by individual representatives, it cannot be reviewed, audited or handed over, and it leaves the organisation when they do.
- Enquiries, correspondence, quotations and commitments on a single timeline for each account
- The current stage of every opportunity, with time elapsed at each stage
- Documented ownership of every commitment given to a customer
- Opportunities that have become inactive, and the stage at which they stalled
- Pipeline value likely to convert within the period, separated from speculative volume
- Objections that recur, and the stages at which they arise
- Prepares follow-up correspondence with the applicable pricing and prior context
- Issues reminders to the responsible owner in advance of committed dates
- Despatches approved communications
“Which accounts are at risk of being lost?”
ONESUITE
Eleven accounts have been inactive since receiving a quotation, seven of them within the past twelve days. Four recorded price as the objection. Revised offers have been prepared for each, within your approved discount limit, and await review.
Or read them by the job they do
Most businesses do not think in fourteen departments. They think in four or five jobs — and the departments group under them like this.
Winning and keeping customers
Everything between a stranger and a customer who comes back.
Running the work
What was promised, what is being built, what has shipped — held in one place.
Money and the people you pay
Where the cash actually goes, and who is owed what.
The people who do the work
Paying them correctly, and knowing who is carrying the quarter.
Knowing, and protecting what you know
What the numbers mean — and who is allowed anywhere near them.
You do not have to switch on all 14 on day one
Most businesses start with the two or three departments that hurt most, and find the rest already populated — because every department reads the same records. Tell us where it hurts.