ID348 is our process designed to keep sales reps etc updated on the status of their sales orders, however,
we never had any visuals to go with it. This Power BI dashboard is not just a visual for all equipment orders but will also allow you to research all orders.
ID815 will auto update the status on equipment orders as well as create the setup and delivery calls needed. Our CRM connector (SalesForce, SalesChain etc) will allow you to push orders into
eAuto and have one order per host.
We also show what equipment (manufacturer, model or IT) your reps are selling, average days to invoice, where in the delivery each deal is with drill down,
rep ranking, deal profit and much more, see sample in documentation.
We use the term "Deal" for the complete order versus the many Sales Order you may have in eAuto,
we recommend one order per host.
ID # | Description | Notes | Required |
---|---|---|---|
ID295 | Model Mapping and Key Services App | Mapping of Model Categories needed to see breakdowns in Power BI Reporting | No |
ID348 | Update Reps on Equipment Orders | No | |
ID815 | If This Then That (IFTTT) | No | |
ID576 | Daily Housekeeping Tasks | Yes | |
ID452 | API For External Action Items | No | |
ID438 | Housekeeping for Sales Order Statuses (In Development) | No |
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