​Next Level Order Management for Salesforce Orders

Bridging The Gap Between CPQ And Billing

What needs to happen.  Who needs to do it.  When does it need to get done
Imagine seeing every step it takes to get your product to your customer added automatically, to every order in Salesforce.

With gantt charts on every order that help keep everyone aligned on the What, Who and When

A re-useable library of steps that let you build new processes in minutes!

  • Each step could be assigned to different people or work groups
  • Target Times could be tracked against actual start and and end dates
  • Steps could be automated with APIs or remain manual 
  • You could leverage out of the box emails, workflow, approvals and more!
  • Completely mobile ready ​​

Add checklist to major steps for complex items.

Start, Complete or Reassign steps directly from the gantt chart.
Users won't get lost in a large list of related records.

Installation, Set-Up and Ready to go in under 2 Hours. Not Days, Weeks, or Months.
  • Work with full week or workday based views​
  • Add Milestones or Milestone Steps directly from the Gantt Chart​
  • Gantt View By Days, Months or Week​
  • Sortable Columns
  • Exportable to CSV​
  • Filter on Completed, In Process or Late Milestones​
  • ​Dependencies are indicated between Parent and Child Milestones automatically 
  • Counts of Milestone Steps are provided next to each timeline bar
  • Colors change based on the progress:  Green is Complete, Blue is in Process, Red is Late​​

Lightning and Mobile Ready

Dashboards provide insights and quick actions allow users to complete work from any mobile device

Provide Instructions Along The Way

Provide everyone with detailed instructions on what exactly has to be done.  Great for new users, process changes, and especially introduction of new products

Easy To Understand Metrics

Every user can see the a Milestones metrics at all times.  No completed reporting required.

Gamification

Earn points for work completed early, and loose points for work delivered late.

Manage Exceptions (Tardiness) 

 No one likes to be late.  Easily manage exceptions to the established intervals to allow for those times when you just didn't wake up in time.