Start to know the whole customer
Expand and Retain customers by knowing the whole story from:
customer → Accounts → Contacts→ products → scope → quote → orders → assets → requirements → project documents → service → customer returns → failure mode effect analysis
| Before DefineTheBox | With DefineTheBox |
| Siloed Quotes as Save as Files | Quotes in a Database with dashboards for team members, team leaders, and tracking of Quotes Converted to Orders |
| Copying and pasting tables of Products, Quantity, and Pricing from spreadsheets to produce save as files | Configuring Products, Price Lists and Quotes In once Database, saving time by using data that has been entered before |
| Orders are isolated from Customer Requirements for Assets and Projects | Connect Order Line Items to Customer Assets as the details of Customer Assets are defined through the process of fulfilling an Order |
| Scope of Work stored in Isolated project folders | Store Scope of Work as Customer Assets and generate documents like Bill of Materials, Functional Test Requirements, User Required Specifications, and Standard Operating Procedures |
| Separate Systems for Serial Number Tracking | Serial Number Tracking to Order Line Items, Customer Assets, and Invoice Line Items |
| Return Material Authorizations in Spreadsheet separate from Order Tracking | Tracking from Serial Number to Return Material Authorization helping see the life cycle of products sold to customer assets |
How Much of your Customer Relationships Lives in Spreadsheets?
Edit your database tables natively in Excel Online
Are your sales, design and engineering teams and quality working from different data sources?
Connect your customers assets to quotes, orders, user requirements, failure mode effect analysis, preventative and corrective actions.
Turn Customer Knowledge into Competitive adv
Sales Manager is responsible for the products the company sells to its customers
Sales Manager manages the Customer Relationship Management
Sales Manager owns the role of advocating a process and Standard Operating Procedures for Quoting Customers and Processing Customer Orders
Sales Manager job responsibilities include:
Assure Products quoted and sold to customers meet the Quality we expect to offer our Customers
Customer Complaints, Warranty Life Cycle(in partnership with Quality)
The Sales Manager Role owns customer Return Material Authorizations and Corrective and Preventative Actions related to Products sold to Customer Account as Assets
As a Sales Manager use DefineTheBox for Quoting, Processing Customer Orders, and managing Customer Relationships through the process of Quoting Customers and Processing Customer Orders through Return Material Authorizations