Collecting a new customer’s details correctly is a crucial stage in the sales process, but it often requires time, attention and numerous manual steps. The company name, address, telephone number, certified email address and company details must be entered without errors, especially when the master data is used to create orders, quotations or new customer records within the management system.
To simplify this task, Order Sender provides the Certified Customer Details Module, designed to help agents and companies obtain complete and reliable company details from a single piece of information: the VAT number.
The Certified Company Details Module is a feature of Order Sender that allows you to automatically retrieve data relating to a new company directly from the agent app.
Thanks to integration with Creditsafe, the agent can enter the customer’s VAT number and, in a matter of moments, obtain the complete, certified company profile.
This means it is no longer necessary to manually ask the client for all the required details, reducing time spent, transcription errors and incomplete information.
With the Certified Company Details Module, the VAT number becomes a genuine key to accessing the company’s ‘identity card’.
By entering this information into the Order Sender app, you can retrieve details such as:
This data enables you to create more comprehensive, accurate and useful records for the entire sales organisation.
One of the main advantages of the Certified Master Data Module is the ability to speed up the creation of new customers and new orders.
When a sales representative acquires a new customer, they can quickly retrieve the company’s details without having to enter them manually one by one. This makes the process smoother, especially during sales visits, trade fairs, meetings with prospects or field sales activities.
The result is simple: faster orders, fewer errors and more reliable data.
Having accurate and complete customer records isn’t just useful at the time of ordering. Certified company data improves the quality of the information in the system and helps the company operate in a more organised manner.
Accurate customer records enable you to:
In a context where data quality is increasingly important, the Certified Customer Records Module becomes a practical tool for making day-to-day work more efficient.
Order Sender offers up to 10 free credits every year to use the Certified Master Data Module.
This opportunity allows companies to try out the feature and immediately see the benefits it brings to managing new customers and prospects.
It is important to remember that, upon expiry of the subscription, any unused credits will be lost unless the subscription is renewed via the shopping basket.
Would you like to find out how to simplify the collection of business data and speed up the process of adding new customers?
With Order Sender, you can try the sales network system for free for 15 days and also discover the Certified Master Data Module.
Fast orders, zero errors, high-quality data: it all starts with a VAT number.
