Tags: Sales order automation, Digital Transformation

Workflow Automation For An Efficient Sales Order Management

Majority of the complains made by customers are usually due to mistakes in orders. The processing of sales order is the pillar of competency of an organization either on a small scale or large scale. If the workflow is developed in a competent loop, satisfaction of customers and a proper sales record system is guaranteed.  Sales order simply means the processing of customers requests, from the inception of the order to the delivery.

Traditional means of processing have been used in the past. This usually entails orders going from reception to the confirmation point, then packaging and delivery. From one part of the workflow to another, there is an uncertainty of the validation of information provided on the sales order form. Also, missing orders are quite common especially when large numbers are processed at the same time. Does this into an incompetent workflow? Not necessarily. No matter how meticulous a company is, mistakes will definitely happen. However, the use of a manual workflow for efficient sales order management is not guaranteed at 100% which is why automation is necessary.

Automating any system will involve computerizing your workflow into a competent and dependent software programmed according to the specifications and choice. Automation of workflow will cause an efficient sales order management.

How will automation boost orderliness and progression of sales order processing?

Advantages of Automating Sales Order Management Workflow

  • Faster Service Delivery

An automated workflow reduces the chances of discrepancies. Communication between each body contained within the flow of work is easier and hence processing is faster. Service delivery time reduces and customers are able to receive orders quickly.

  • Creates Good Sales Tracking System

Sales on a system automated will lay a foundation for information storage. Creation of this good sales tracking system will be of great advantage when handling mistakes and customers complain. The right section of the workflow is easily identified for mistakes. Good sales order record management will aid in measuring progress and preparing progress reports.

  • Improves Customer Relationship

Relationship between customer improves with an automatic system. The fast service delivery time improves the relationship and reliability of a customer. On request, customers are able to know the position where their order is at. Compared to a manual system where the relationship between sections of the workflow is not efficiently managed.

  • Elimination of Paper Work, Elimination of Disorderliness

Paperwork is a very sensitive method of storing and processing information. Mistakes made in preparation and loss is definitely a risk. An automated system programmed for efficient workflow eliminates the disorderliness and disadvantages paperwork and the manual system encourages.

  • Improves Company Image

Overall, once customers are satisfied, feedback of the rate of service will be positive. This will improve a company's image. The image of an organization is affected by reviews of customers based on service delivery timing and the ability to get the right information about complaints and inquiries. Improving the sales order workflow by reforming it to an automated system handled those two aspects of customer relation easily. A satisfied customer makes good business.


Sales Order Automation with Activity Factory

Manual sales order processing is prone to errors, order fulfillment delays and directly impacts a business's revenue stream.

Automating Sales Order Automation is proven to be effective in increasing operational efficiency and customer satisfaction and decrease manual efforts by 80%.

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Activity Factory is a workflow automation software designed to help organizations spend less time on tedious manual process by automating the execution of business processes and eliminating paper forms, manual routing and approvals.