Quote to payment demo: one deal, start to finish
Follow one customer through reception, field work, sales, accounting, management and administration, from first call to paid invoice.
Video transcript
One deal, start to finish. Six people, one platform.
A new lead comes in from the website: Bellavista Hotel, in Luxembourg. Claire, at reception, books a call for Julie, the sales rep. And a site visit for Tom, the technician. Each one lands in the right calendar.
Tom sees the visit in his calendar. After the survey, he records his notes. The office sees them straight away.
Julie's calendar shows the call. She calls the hotel, and notes the outcome. Tom's survey is already there. Julie meets the hotel's manager, and records how it went.
Then she prepares the quote. And sends it by e-mail, straight from Tavalle. The customer says yes. One click on Accepted, and the order is created. When the work is done, the order is delivered.
Paul, in accounting, sees what is ready to invoice. He finalizes the invoice, and the customer receives it by e-mail. When the payment arrives, the invoice is marked paid.
The customer has paid, so Julie's commission is ready. Marc, the manager, approves it in one click. And he sees the result in his zone's finance.
Sophie, the admin, sees the whole company: revenue, costs and margins, in every zone. And at month end, one export for the accountant.
From the first customer contact to final payment. Tavalle: one platform for your whole business.