Syniaps for your department

Sales administration

ForSales administration managers · Order managers · Sales coordination

Syniaps for your department

Sales administration

Your line of work.
Your company’s context.
An expert who carries out your missions.

Sophie · Sales expertYour AI expert agent, with Syniaps’s memory.
  1. You set the goal
  2. Your expert carries out the mission
  3. You keep the approvals
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The presentation as text

Sales administration: what Sophie prepares with Syniaps

For: Sales administration managers · Order managers · Sales coordination. Sophie follows your customer files. From order to after-sales, she gathers the information and prepares what comes next. She calls on Thomas for deliveries and Karim for invoicing. Each contribution keeps its expert. Syniaps already knows your documents, your conversations and your authorized tools: you don’t have to brief Sophie for each mission, and the decisions stay yours.

See Sophie’s profile

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.

Hand a first mission to Sophie

Instant activation, nothing to install, and a free one-month trial.

AI for sales administration and order management | Syniaps