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  Examples of Tasks for General Business

Who has benefited?

Hayman Quantrill Ltd
Automated administration of web delivered training courses. More...

Tidyco Ltd
Managed Dynamic data automates business documentation delivery, management of core activities. More...

Mediatide Ltd
Automation of documentation delivery systems based on client data. More...

 

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Tidy Data Solutions can configure any number of automated tasks based on your company's data. A task may be deployed to manage communications both internally and externally depending on your company's requirements. A task may be used to communicate system documentation or send alerts. System alerts enable management by exception and are generally used for internal purposes.
Providing you have the data, a task can be implemented to automate the distribution of that data. All email communication can be configured to incorporate your corporate identity.


Customer Relationship Management (CRM)

  • Email promotional literature
  • Email customer quotations
  • Alert employees to quotations overdue chasing
  • Email customers to inform them of quotations reaching end of validity period
  • Notify sales engineer when a new sales visit is booked

Sales Order Processing (SOP)

  • Email sales order confirmations to customer
  • Email despatch confirmations to customer and copy account manager
  • Email sales invoices
  • Alert to overdue sales orders later that predetermined period

Purchase Order Processing (POP)

  • Email Purchase Orders
  • Automated purchase order chasing
  • Email supplier quality questionnaires
  • Email supplier questionnaires

Sales Ledger (SL)

  • Automatically inform customers when they have exceeded there credit terms
  • Email statements of account
  • Email accounts on "STOP"
  • Email credit control letters
 
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