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Sales Order Automation

Streamline sales order processing with automation—faster, error-free, and efficient!

Convert emailed orders into digital transactions to win more business and wow customers.

Leading manufacturers and distributors trust RST Solutions to enhance customer experience, boost profits, minimize errors, and meet the high demands of B2B buyers. With RST Solutions, you get the speed, accuracy, and efficiency of digital order processing—without changing how your customers place orders.

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What is Sales Order Automation

Sales Order Automation (SOA) eliminates manual tasks like data entry, validation, and approvals, streamlining sales, finance, and operations. Using AI, NLP, and RPA, it automates order processing end-to-end, ensuring accuracy, speed, and zero errors. With minimal human interaction, customers enjoy a frictionless buying experience. While automation is becoming standard, many businesses still overlook its impact—despite McKinsey noting that 30%+ of sales tasks are automatable, yet only 25% of businesses have automated even one sales process.

Eliminate Sales Order Management Inefficiencies

Other technologies fail to automate emailed documents, which must be manually keyed into your system of record. Conexiom solves this, closing your digital automation gap

Provide superb customer experiences

Customers expect seamless, intuitive experiences. It's your job to deliver on those expectations.

Slash operational costs without impacting performance

Reduce cost per order and error rates while minimalizing order processing times.

Protect and grow revenue... without additional headcount

Scale your business and refocus staff away from manual tasks.

Key Features

Sales Order Automation
General Features

Al-powered sales order import: Use powerful optical character recognition (OCR), artificial intelligence (Al), and machine learning (ML) to import PDF sales orders received via email and link them to validated customer ERP accounts
Document sync: Seamlessly sync sales quotes, sales orders, and sales invoices with ERP and accounting systems, including SAP Business One, Sage, Microsoft Dynamics, Exchequer, and Infor SunSystems
Manual or automated approvals: Configure iDocuments to post sales orders as drafts or as approved to your ERP
Document creation: Create sales quotations, sales orders, and sales invoices from scratch or by cloning an existing document

Intelligent Workflows & Alerts

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Dashboards & Reports

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Track & Search

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Configuration Options

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Below are some of the benefits of sales order automation
& how they can affect your organization:

Improved Accuracy

Manual data entry risks errors and costly rework. Automation ensures accuracy, minimizes mistakes, and enhances decision-making with validation checks—the smart solution for error-free orders.

More Speed and Efficiency

Automation runs 24/7, eliminating errors and backlogs. It speeds up order cycles, enhances fulfillment, and provides real-time data, ensuring faster deliveries and a stronger reputation.

Optimized Labor Costs

Automation eliminates repetitive tasks, allowing your team to focus on sales and customer service. Maximize talent where it matters most.

Improved Customer Satisfaction

Automation delivers speed, accuracy, and real-time updates, boosting reliability. It also enhances customer experience with self-service tracking, reordering, and automated outreach.

Improved Employee Satisfaction

Automation improves customer and employee experiences, reducing mundane tasks and boosting productivity. With 81% seeing its benefits, it enhances job satisfaction and retention.

Scalability

Manual tasks limit growth. Scaling with manual processes means hiring, training, and higher costs. Automation handles demand spikes without extra staff, making it a scalable, efficient solution for growing businesses.
Transforming Sales Order Processing with Automation in Manufacturing & Distribution

A leading manufacturing and distribution firm specializing in delivering high-quality products efficiently. Focused on innovation and scalability, the company leverages technology to streamline operations and enhance customer satisfaction.

Manual order processing caused errors, delays, and scalability issues.

Implemented Sales Order Automation (SOA) powered by AI, RPA, and NLP to extract order details, validate data, and integrate seamlessly into the ERP system, eliminating manual intervention.

99%

Order Accuracy: Eliminated human errors and reduced costly rework.

70%

Faster Order Processing: Orders moved seamlessly through the system, cutting fulfillment time in half.

24/7

Operations: Automated processing ensured no backlog, even during peak hours.

60%

Cost Savings: Reduced the need for additional staff, optimizing operational costs.

Looking for a trustworthy Sales Order Automation partner?

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Hear from Our Satisfied Clients

Efficiency Like Never Before!
"BPA transformed our operations by eliminating repetitive tasks and automating workflows. Our teams can now focus on strategic initiatives, leading to improved productivity and faster decision-making."

COO, Leading Manufacturing Firm Manufacturing

Faster Processes, Fewer Errors!
"With BPA, we automated our entire approval and data entry process, significantly reducing human errors and improving accuracy. The increased efficiency has helped us process transactions much faster."

CFO, Financial Services Company Finance

Cost-Effective & Reliable!
""Implementing BPA has not only reduced our operational costs but also optimized our workflow accuracy. The automation has streamlined multiple processes, allowing us to scale without increasing manual effort."

VP of Operations, Oil & Gas Enterprise Oil & Gas

Seamless Integration & Higher Productivity!
"Our transition to BPA was seamless, and it integrated perfectly with our existing ERP systems. Our teams now spend less time on manual work and more on high-value tasks, resulting in better productivity and efficiency."

CIO, Healthcare Organization Healthcare
How Our Sales Order Automation Works

Our sales order automation service is built on a structured workflow that ensures transparency and efficiency at every step.

01

Emailed Document

Documents sent via email are auto-detected and processed.

02

Extract

Relevant data is extracted from the document-any format, language or length.

03

Identify

Data fields are identified with 100% accuracy.

04

Push to System of Record

Record is created in integrated ERP or other system of record.

05

Analyze

Business rules, logic and lookups are applied based on the unique customer/vendor identified.

06

Transform

Data is transformed into an output format for consumption by ERP or other system

Who benefits from sales process automation?

Sales RPA processes sales faster, but that certainly isn’t their only benefit. Everyone from customer service teams to IT will benefit from the improved functionality, templates, lead scoring, and other features so they can work more efficiently.

Bookkeeping and Accounting

With better sales data, accounting can refine projections, automate invoices, improve billing, and ensure compliance.

Customer Service Staff

Sales automation with CRM integration keeps data current, enabling faster responses and better customer support.

IT and Web Development Experts

Bot-powered analytics help IT teams prioritize tasks and gain a complete view of company and customer needs.

Marketing Teams

Marketing teams can streamline efforts with automation, enhancing campaigns and unlocking untapped market opportunities.

FAQs About SO Automation

Sales Order Automation (SOA) uses AI, RPA, and NLP to capture, validate, and process sales orders from emails, PDFs, and other sources, seamlessly integrating them into an ERP system without manual input.

SOA improves order accuracy (up to 99%), speeds up processing by 50%, eliminates manual errors, reduces costs, enhances customer satisfaction, and enables 24/7 order handling without human intervention.

Yes, most SOA solutions integrate seamlessly with various ERP platforms, ensuring smooth data transfer, minimal disruption, and enhanced efficiency in order processing.

 
 
 
 
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