Tour Front Office Box

That’s what we do, with Front Office Box keeping us on top of sales, service and project opportunities. This is a lot more than your typical CRM. Its Front Office Software – planning and scheduling everything from 1st call to satisfied client, and those internal projects which achieve step changes in our operations.

Our Prospect List

With a list of our Sales Opportunities in a Pipeline ordered by Close Date, showing %Probability and Weighted Forecast, with Colour Coding we’re always on top of the status of every deal. The closer to the top of the list the more focus, because that’s next up. Our unique approach to planning and colour coding tells us where we can relax, and where we need to get involved. If the deal isn’t green we need to get to work. Front Office Box looks after the %Probability, Weighted Forecast, and colour coding. All we need to do is set the milestones for each deal, and the software does the rest. The same functionality works for customer service and projects, so we only need to use a single workflow across the business. And if we’d rather keep it simple, we can do that too.

Our Sales Plan

For each deal there’s a Sales Plan with Opportunity details, Milestones, Actions, Task Assignments, Documents and Correspondence. This is where I keep everything to do with this particular project. I don’t need to go hunting for documents or notes. Here’s where we plan what needs to be done, and who’s going to do it, when. It’s all here, on one page – everything we need to manage this deal. We don’t need to go hunting for information. Front Office Box keeps it where we need to find it.
It’s all here, on one page.

Our Customer Relationship

When the buyer calls our Customer Relationship is right here with Addresses, People, Actions, Assignments, Documents and Correspondence – all on one page. We don’t need to go hunting for information. And we don’t need to remember – Front Office Box doesn’t forget. When somebody is out of the office that’s not a problem. Our whole team is on the same page when we need to respond to customers.

Our Plans in a Timeline

Who was supposed to do that? Every business needs to keep a plan of what needs to get done, when and who’s going to do it. Our entire business schedule is shown in a Timeline of Tasks with Opportunities and Customers, Past Due, Today, This Week, This Month, Next Month and we can get a list for Individuals or Everybody. We can all know what the business needs to be done. It’s all here, on one page.

It’s all here, on one page.

Email drives our business

Nowadays we’re all driven by our Inbox, but that’s not the best place for plans and schedules. With Front Office Box we forward incoming messages to our dashboard. Here we can update our management system, assigning incoming emails to existing companies, plans, actions or create new. This way we keep the business going in the right direction with the smoothest workflow- seamlessly sending the information to files where stuff gets done, and keeping it where we can find it. We can Assign Incoming Emails to Existing Companies, Plans, Actions or Create New.

Calendar Integration

Want a reminder of the days ToDo list? We all need the back up of alerts, so we can focus on new ideas – not waste energy remembering. Front Office Box publishes planned tasks to our calendar, and the calendar sends us reminders. Every morning at 05.00am we get emails with today’s list of what’s supposed to get done. Nothing gets missed. We’re on top of everything, because Front Office Box won’t allow us to forget.

Your Front Office Box

Front Office Box is FREE to all control freaks. You don’t need to worry about software, or security, or business process, or sticky notes, or spreadsheets, or remembering. We take care of all that while you get on with winning new deals and delivering exceptional customer service. You can get started with your own Front Office Box today.

Click here to Register for Your Account and get professional tools to help you stay in control of those deals while you get on with closing them.

How do you make the most of Front Office Box?

Spend a few minutes with our demo videos. Read about our ideas for managing opportunities in our blog. Just get stuck in and use it. Before you know it you’ll be winning more deals, and happier customers because you spend less time figuring out where the information is, and more time on what makes you special.