How efficient are your processes in the cycle from quote to invoice? Consistency in how processes are done within an organization can make a marked difference in customer and employee satisfaction and the overall customer experience. Customers expect friendly and prompt service, flexibility, a responsive service provider, acceptable delivery times and high levels of quality along the way.
The Uptake Canada sales process solutions bring the employees together to one place in order to drive consistency, simplification, visibility and accountability in the processes through quoting, ordering, preparation, delivery and closing the loop with appropriate sales compensation. Whether that is a large-scale Power project that spans several years or a simple delivery of an inventoried unit, the process should be consistent yet designed specifically for that operational unit.
Each of these tools focused on the sales process are linked with other solutions provided by Uptake Canada, like SalesLink for example, in order to put all of the vital information in front of the people that need to know.
iQuote is the Uptake Canada method to configure and quote machines and attachments customized to the quoting process of each individual dealership.
Customer Order to Invoice (COTI) is a comprehensive online sales processing system to track machine sales from the time the customer places the order through invoicing.
Commission Framework is an administration workflow tool that allows for easy and consistent administration of all sales commission programs across multiple rep types.
A powerful tool for both the PSSR group and the service shops, Parts & Service Quoter (PSQ) creates professional quotes for parts ordering and service work for customer presentation.
iMACS(Intranet Material Acquisition Control System) is a management tool for Power System Division projects, organizing large projects and tracking materials purchases.