By using apps and services that trigger workflows and prompt teams to do their bit, teams can work together to ensure orders are fulfilled on time, always. For example, once the sales team turns a lead into a customer, an order is automatically created, the order manager is assigned, and a sample quotation is created and pushed to the accounts team to make further changes. This happens through the order management flow and can be configured to align to your unique order management process.
This kind of request-and-response based workflow helps teams work better together.
With every team, the staff sees only what they need to see. For example, the accounts team doesn’t need to see the sales pipeline, whereas the delivery team doesn’t need to see the accounting processes. This is a collaborative, yet individual approach and ensures that anything that anyone sees is always in their context.
The roles and controls extended to each user can be changed on the fly, thereby creating a powerful role-based access control system.