When an employee leaves your business and takes with them their knowledge of the companies, customers and projects they have been working on, you’re left to pick up the pieces and fill in any gaps that they may have left behind. This often means time is wasted retracing the old employee’s steps, asking customers questions they expect you to know the answer to, and putting out preventable spot fires.
How can this scenario be prevented? With a centralised software system that captures all of your important business information- in the correct format- the moment it becomes available. Such a system keeps your information at your fingertips and removes the need to contact employees in order to find out what’s going on.
Here’s an example: Quoting is an essential part of most product and service businesses. It is often a complicated process as it requires knowledge of any factor that could affect the quote’s price. Experienced staff members know all of these factors, but what happens if those staff members leave? And what if a less experienced staff member needs to do a quote?
With Outpost’s ‘Quotes’ module, you can utilise custom made forms that ensure all relevant information is captured in the correct format during the quoting process.
See the screen shot below that shows how Flash Window Cleaning ensures that all of the tools required for a job have been entered into it’s quote form. Mandatory fields ensure that nothing pertinent to the quote can be left out.
This information is then available for reference years down the track, regardless of who comes or goes.
What a relief.
Call Outpost today for a free consultation and proposal.