Do you know what happens to your deals once they are signed and submitted for processing? Are you anxiously awaiting to get paid for that deal you or your Rep just submitted? Would you like the ability to see what is holding up deals from being delivered and funded?
Compass's Order Processing Module will give you these answers and much more through our highly anticipated Order Processing Module. This add-on module allows designated users to track and follow completed deals through the Order Processing Funnel from the submittal to delivery stage; without ever having to pick up the phone.
Features Include:
* Order Processing Dashboard
* Ability to set "required fields" for paperwork submission
* Users can watch as their deals work through the steps of Order Processing
* Management can view how much revenue is waiting for Lease approval & paperwork completion
* Alerts when deals are not progressing through the funnel
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Stages are customizable by you; based on your business model * And much more.....
Eliminate Processing Errors & Speed Up Funding Time with the OP Module!
"In our branches 50% to 90% of all paperwork is returned to the reps to correct before the deal can be finished. Compass’s new Order Processing module, with its required fields, will reduce that to almost nothing! Our reps hate paperwork, so this will take all the frustration out of that and automate everything!"
Gary Lewis,
Operations Manager
Not only can you track your prospects from Contact to Close in Compass but now you can track them all the way through delivery. Contact your Sales Representative at sales@compasscontact.net for purchasing information and ask about our Introductory Special. Be one of the first to get this newly released module in time for the New Year!