Improve Customer Service and Order Processing to Accelerate Customer Growth

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You may feel pretty good about your current sales pipeline, but a time comes for all companies to proactively accelerate customer growth. There are a number of ways to do this. You can focus on cross-sell and up-sell opportunities, or you can target new prospects entirely. Whatever focus you decide on, you need to improve key areas of your business to see any progress.

SalesPad is a customer service and order processing front end for Microsoft Dynamics® GP that improves the key areas necessary to accelerate customer growth. SalesPad works right alongside the ERP application, exposing all information in a single window and creating a number of benefits for the companies using it.

A Better View of Your Customers: If you don’t know what’s going on with your customers or your customers' orders, then it’s extremely difficult, if not impossible, to meet their unique demands. While Microsoft Dynamics GP has all the information you need within the system, SalesPad helps bring that data into better focus. SalesPad’s Customer Card provides complete visibility into account receivables, item purchase history, customer contact information, and the status of any order or quote in process for the customer.

How are distribution businesses using SalesPad to get a better view of their customers? One national distributor of component parts for the office furniture industry uses SalesPad’s Customer Card to keep detailed customer contact information. In addition to all sales transactions history, employees can schedule follow-up tasks and see a date & time stamped log of all notes taken during all interactions with their customers.

Greater Efficiency of Order Processing and Order Management: Manual errors in order processing can dangerously affect customer satisfaction and put you at risk of losing valuable revenue. By making the process more efficient, you can better meet customers’ needs, and increase revenue with a more productive staff. SalesPad’s highly configurable order entry screen sits within Microsoft Dynamics GP to help you more easily manage creation of quotes, orders, invoices, and returns. It allows for screen custom configurations so you’re dealing only with the fields most relevant to your order entry process. Fewer clicks and steps in the process leave less chance for error along the way.

Little or no insight into a customer’s current orders can also affect customer satisfaction. SalesPad’s Sales Monitor screen gives a complete view of sales documents across your entire business, saving your employees from chasing down the information they need, and allowing them to effectively attend to the customer’s needs every step of the way.

SalesPad makes order processing and management simple, yet extremely effective, for even large companies processing thousands of quotes and orders every month. For example, a large distributor of new and used computer equipment enters 200-300 quotes per day. SalesPad’s streamlined quote entry process and the complete visibility of all quotes in their system help them stay atop their high volume of quotes.

Quicker Answers for Your Customers: With quick access to  your customer’s orders , you can give timely answers that help put customers’ minds at ease. Quickly answering customer questions helps develop a trusting relationship between you and your customer and is invaluable to your customer growth.

Be more Proactive in your Sales and Marketing Objectives: SalesPad also gives you access to simpler and smarter reporting, increasing visibility even more. For instance, you can see which customers purchased an item last year but haven’t purchased again this year. With this information, your sales and marketing teams can follow up appropriately and ensure fewer things fall through the cracks.

SalesPad improves your overall experience with Microsoft Dynamics GP. Together, they are a dynamic duo that helps you accelerate customer growth.


By The TM Group, Michigan Microsoft Dynamics ERP and CRM Partner for Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL and SharePoint

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