Improve your processes with Cloudfy’s sales and order management features
Your business to business (B2B) buyers like to carry out their research online. Businesses that help them complete their online purchases will outperform those who don’t. More than eight out of 10 sales professionals say online self-service tools are effective. Over half say their customers are using them more than a year ago.
What’s more, you can collect valuable data and information as your customers explore and buy online. Your sales team can identify strong sales opportunities and shorten your sales cycle. There’s no time to enter data manually so direct integration with your enterprise (ERP) system improves efficiency and reduces errors. Faster and more efficient processes and automated workflows keep things running smoothly. You can also improve cross-selling and upselling to increase your customers’ lifetime value.
Cloudfy’s sales & order management features are tried and tested in many different B2B sectors around the world, including:
Streamlined sales and order management
Cloudfy streamlines your sales and order management processes including sales forecasting, purchase orders and invoicing. You can integrate the entire sales and ordering process into one system.
Quote workflows. B2B sales are often complex, involving bespoke products, detailed shipping and flexible pricing. Everything is simpler when you collect your customer’s order information online and add it to an automated quote workflow. Pricing is fast and accurate and you can send all the information straight to checkout, along with an automated notice.
Integrated ordering. You can become part of your customers’ e-procurement solution with powerful integrations and extensions. You can meet their needs whether they prefer AS2 EDI, cXML, PunchOut or Excel purchase orders. Alternatively, for specialized requirements, you can create a dedicated solution with a powerful application programming interface (API). An easy-to-use administration dashboard simplifies adding and removing products, selecting customers and accepting credit card payments or payments on account.
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Customer service ordering. Your customer service team can remotely help customers place orders online, select the right items and view products. Customers’ previous order histories, order patterns and online behavior are all available to see in moments.
Back orders and pre-orders. Back orders and pre-orders for specific products or customers are easy to manage. You can set time limits for ordering and set ordering rules when you need to. If product availability is limited you can set calendar windows for ordering. When the window closes you can automatically remove the product.
Easy reordering and subscription ordering. Many of your customers place orders for the same products time and again, perhaps just adding a few extra items. Reordering tools deliver easy purchasing experiences for high-volume repeat orders. Your back-office team can handle enquiries more easily and quickly to improve customer service. Subscription ordering is becoming a popular option and it provides you with reliable regular income. Easy subscription administration features simplify recurring orders for everything from magazines to regular medication.
Case study: Movora
Based in Switzerland, Movora develops, manufactures and distributes animal joint replacement parts around the world. Veterinary clients can order joint replacement parts, along with all the necessary screws or accessories to fit them. The company needed a robust B2B ecommerce solution that could easily handle its complex and in-depth ordering process. It wanted to help customers filter joint replacement parts by requirements such as type, size, accessories and tools. The manual purchase order process also needed improvement.
Movora chose Cloudfy to create a multi-variant online system. It can import multiple product attributes to help customers find the right joint replacement parts and accessories. An automated purchasing process supports selection and self-service ordering. Customers can track their shipments and receive tracking updates via e-mail. Integration with the company’s Microsoft Dynamics Business Central ERP system means customers can easily download their invoices from their own dashboard. Templates and favorites lists simplify the reordering process too. Read more.
Find out how to streamline your complex B2B sales and ordering processes. Book a free demonstration today.