TEB Suite offered a customisable sales process automation solution for a growing technology company to automate and streamline their complex billing processes.
Organisations of all sizes are looking to take advantage of the innovative technologies available to streamline their internal business processes. Business Process Automation solutions are becoming increasingly popular as they allow companies to improve efficiency and increase productivity. The benefits including long-term cost-saving and automated structures far outweigh any hesitation a company may have. Our client are a well-established manufacturing company with multiple locations across the world. As a growing business with an expanding team, ensuring efficiency is key. They work with a range of clients from local authorities, start-ups to large global brands with various payment methods.
With a consultative approach, we understood the needs and requirements of our client, to deliver a solution that would help their sales team streamline the entire billing process. Due to the nature of billing customers specific to their requirements and based on several different factors, flexibility in invoicing was key. For example, some clients made payments in advance whereas other customers had recurring payments. The solution had to enable the various teams to communicate and effectively manage the billing. The sales team needed the ability to communicate with the accounts team to inform them once the delivery was completed to start the invoicing process.
Using our tried and tested TEB Suite (TEB Billing), with built-in customisation features our client are able to carry out their sales and billing activity effectively. The sales representative could add notes informing the accounts team about the deal's progress. Additionally, once delivery was completed the sales team could then assign a task to accounts to create and send invoices to the client. The sales team could also set reminders in order to ensure payments were taken.
Our client were able to have peace of mind knowing that the whole billing process is streamlined and automated which eliminated room for human error. As a growing business, missing payments can be detrimental, therefore, the TEB Suite, with customisable workflows was a success. Another winning factor for our client is the ability for the various teams to communicate about the billing of specific customers and projects. This creates a collaborative and efficient process that enables all teams to work together effectively.
