CRM Module
Keep every customer’s quotes, orders, invoices, credit terms and sales notes in one record, without a separate CRM to keep in sync.
Keep data for personalized sales and service
Zero in on the right customers and prospects by keeping track of each contact’s business needs, buying preferences, and timelines. Improve sales, marketing, and service on a granular level.
Know Your Customers and Prospects
Build profiles with data that help you see what types of printed products they buy and their roles in researching and recommending print-service providers.
Understand the Companies They Work For
Have your sales and marketing people build profiles of the companies that buy printed products from you. Keep notes on their locations, annual revenues, objectives, and decision-making teams.
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Analyze Each Company’s Order History
See data on how much each company has ordered, how many estimates were converted into orders, and how many invoices are past due. Save credit card information. Set terms and credit limits.
Set Different Pricing for Different Customers
Use different rate codes for different customers. Use the codes to offer discounted prices to resellers and favored customers and higher rates to less credit-worthy clients.
Store Brand Assets
Keep a library of logos, templates, and files for customers who place orders regularly.
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Guide Sales and Service Priorities
Create a task list of things a salesperson (or any other employee) should do for a particular company, contact or prospect.
Pursue Deals and Opportunities
Set up the sequence of tasks that have helped win big jobs in the past (e.g. follow-up phone call, meeting, proposal, etc.) If you don’t win the job, see where in the event sequence your efforts failed and learn why.
Create Sales Projections
Ordant can use data about the status of deals and opportunities in the pipeline to automatically create a sales projection for the next quarter. The projections are based on the probabilities of which deals will go through and when.
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Evaluate Sales Staff Performance
Use data related to phone-call frequency and email activity to identify each salesperson’s strengths, weaknesses, and areas for improvement. Identify best practices of top performers.
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Some of the best print and sign shopsinnovate, operate and grow with Ordant
Hundreds of customers trust Ordant to simplify their workflow
$1 Billion +
Quotes submitted
575,000 +
Orders processed
$600 Million +
Orders processed (value)