Experience setting up retail business or similar businesses is a requirement.
We are a retail store that sells furniture and we are looking to consulting to setup or recommend the best workflow for our company based off how we operate. We use lightspeed for our point of sale, asana for project management, discord for communication, zendesk for customer email management and calendly to schedule deliveries.
We would like to have a better seamless workflow from start to finish of our customers journey. From when the customer purchases to them receiving their delivery at their home.
Current challenges: 1. We would like to record information from the customer and relay that automatically to our delivery team via some type of delivery software. (for example: I want this machine in my upstairs bedroom and I have a gatecode #2112) 2. Once the customer makes the purchase we need the list of items the customer purchased to go to our warehouse team so they can stage and prep the items for the delivery. Then the items need to be loaded on the delivery truck for our team to install the items in the house.
Currently talking with https://www.dispatchtrack.com/ to see if that is a software we may want to add to our workflow?
Thanks and let me know if you can help with this workflow planning or setup or both.
