5 STARS ON CAPTERRA
Cory Rich
Client Solutions Partner
Problems
When the order moves by hand, revenue gets stuck.
Someone reads the email, types the order, checks it against the quote, and chases what's missing. That work grows with every deal.
The same order, entered twice
Quotes waiting on a person
A request lands, and it moves only when someone gets to it, reads it, and prices it.
Chasing a missing PO or ship-to
One blank field holds the order. Someone emails the rep, waits, and follows up again.
POs that don't match the quote
Nobody catches the wrong quantity or price until the customer calls to ask about it.
Credit approvals stalling deals
Requests sit in an inbox unrouted while the customer waits and the deal goes cold.
No one can say where an order stands
Managers can't tell what's placed, waiting, or stuck without asking around.
Solutions
The agent picks up when the order arrives and runs until the record is in your ERP. Your people review, approve, and handle the exceptions.
Reads the order. Builds the record.
A PO arrives by email, from your CRM, or from a form on your site. The agent reads it and builds the record before you touch it.
Collects what's missing. Routes what's ready.
When a required field is blank, the agent asks the submitter for it and holds the order until the answer comes back, then routes it.
Waits for your approval. Then places the order.
The agent preps the order, then stops and waits. You approve, and it enters the order in your ERP or supplier portal with the number saved.
Workflows
The agent reads the PO, checks it against the quote, and places the order in your ERP.
Requests get read, specs get pulled, missing details flagged, and pricing prepped for review.
Credit requests get routed to the right approver, tracked in real time, and never lost in an inbox.
New accounts get built and enriched on their own, so the order is not waiting on research.
The agent watches the order through the supplier and surfaces what is stuck before a customer calls.
The order, the PO, and the delivery get matched so billing goes out without corrections.
Stats
Fewer hands on every order.
When the agent runs the middle, the order desk stops being the bottleneck and orders go out faster with fewer mistakes.
Faster order velocity
Fewer emails
Fewer order errors
FAQs
Everything you need to know.
We already have an ERP. Why add Vsimple?
How long does Vsimple take to implement?
Does this replace our CRM?
Can Vsimple integrate with the ERP we already use?
