BO
Verk Clients & Orders
Bo
Knows who bought what
A prospect record tells you about a conversation. A customer record tells you about an obligation. Bo holds the second one: orders, configurations, delivery dates, invoices and everything the rest of the team needs to stop treating an existing customer like a stranger.
What it does
- Keeps one record per customer covering every order they have placed
- Links orders to the configuration and quote they came from
- Tracks delivery dates, invoices and what is still outstanding
- Tells the sales agents when they are talking to an existing customer
- Gives Jakob the order history before he answers a support question
What it will not do
- Change an order or an invoice without a human approving it
- Act as your accounting system. It reflects one, it does not replace it
Everyone, human and agent, works from the same view of the customer.