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CRM for Commercial Operations
Order management involves many moving parts — but with Workbooks CRM, you can manage suppliers, contracts and orders from one intuitive tool.
Align finance and sales and provide outstanding customer service with Workbooks. Learn how our platform is transforming commercial operations workflows here.
An integrated CRM solution for commercial operations
Update your approach to supplier management
Leverage powerful order processing automations
Optimize global services with multi-currency functionality
How does our commercial operations CRM work?
Revolutionizing supplier management
Workbooks provides comprehensive sales management software to centralize supplier information. Teams can access supplier data anytime, anywhere.
This enables your business to efficiently create and file supplier contracts and manage onboarding processes including risk assessments and quality audits.
What you'll get:
- Tracking of all suppliers, communications and specific pricing
- Seamless data integration with finance and ERP systems
- Enhanced accuracy with rule-driven pricing
Modernizing order processing
Workbooks is built on automations that bring your CRM order processing into the modern age. Turn quotes into orders in a single click, integrate e-signatures for streamlined purchasing, and reduce the administrative burden on your team.
In one accessible system, you can simplify your workflows with automated order approvals, fulfillment tracking and invoicing functionality.
What you'll get:
- Bespoke automations for CPQ, contract approval and more
- CRM invoice software
- Status tracking on orders and individual line items
Simplifying multi-currency and tax compliance
Streamline your global operations with pre-configured tax, currency and legal requirements for international customers.
Workbooks makes reporting at a global level easy with local and home currencies available for each quote, contract, order and invoice. Automatically adapt all documents for local rules with pre-set periods and currencies within our CRM platform.
What you'll get:
- Adjustable compliance rules and tax schemes for each legal entity
- Multi-currency reporting
- Automated currency conversion
Commercial operations CRM case studies
“We had overloaded external people and underused internal people. With Workbooks, we now allocate our sales resources much more effectively.”
Adam Priestley - Business Development Manager, Palagan
Frequently asked questions about commercial operations CRM
What is CRM in order management?
Customer Relationship Management (CRM) in order management refers to the systems used to manage customer and supplier interactions, as well as the processing and fulfillment of orders. CRM is used as sales order management software to streamline the end-to-end process and drive higher operational efficiency.
Can you use a CRM to manage suppliers?
Yes, you can use a CRM system to manage suppliers. CRM platforms are equipped with tools to manage supplier data like pricing and communications and streamline important processes such as onboarding, quality audits and risk assessments.
Is CCH a CRM system?
CCH is not primarily known as a CRM system. The platform specializes in tax and accounting software, while CRM systems focus on managing customer relationships across various business functions. Users can deliver superior customer experiences by integrating a specialized CRM platform with any accounting software they might already be using, such as CCH.
