Quotes and orders: assembling the file.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Gather
- Quotes and orders, Related documents
- Compare
- References and amounts, Variances to examine
- Prepare
- Confirmations, Documents to review
Prepare a view of the sales file from the available information.
Deliveries: coordinating the information.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Track
- Announced dates, Known deadlines
- Coordinate
- Logistics messages, Questions to resolve
- Inform
- Customer replies, Prepared reminders
Gather delivery information and prepare the exchanges between the people involved.
Invoicing and after-sales: preparing next steps.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Retrieve
- Invoices and documents, File history
- Follow up
- Tailored drafts, Items to confirm
- Track
- Complaints, Open points
Prepare the documentation and exchanges so that the team decides what comes next.
Example: Prepare the update on pending orders.
- Sources
- Order tracking, emails, customer documents
- Result
- List of blockers and prepared messages
- Missions followed
- Prepare the update on pending orders (every working day at 9 am) ; Prepare the reply to a complaint (one-off)
Sophie prepares the deliverable from your sources and flags missing information. You review the result.