Customer Order Collection & Entry Process Workflow Template

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Overview: Customer Order Collection & Entry Workflow Template

This workflow template illustrates the collection, needs assessment, data entry (into company CRM and order management software) and order initiation of new customer orders. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, simply use it to better understand the Customer Order Collection & Entry process.

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Process Details and FAQ: Customer Order Collection & Entry

What is Customer Order Collection & Entry?

Customer Order Collection & Entry involves coordination between customers, sales representatives, customer service team members, technical sales support staff and order schedulers to collect and enter customer orders. Once the order has been collected by the sales representative, customer service team members confirm the order details and enter them into customer relationship management (CRM) software. At that point, the order is ready to be fulfilled. In some cases, a technical sales representative may have to step in to work out any technical issues related to the customer's request.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Customer Order Collection & Entry process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in Customer Order Collection & Entry:

  • Customers
  • Sales Representatives
  • Customer Service Representatives
  • Order/Installation Scheduling Staff
  • Technical Sales Support Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Customer Order Collection & Entry

    - Instantly download files
    - Includes PDF, PPT, VSD file formats
    - Customize the PPT and VSD version
    - Workflows mapped in BPMN 2.0


    Call: 844-650-2888


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