Digital Sales Process for SMEs: Automation to Support Sales

Whether in trade, industry or commerce - wherever specific business processes need to be optimized, we are there.

What does a digitalized sales process look like?

From the receipt of a customer inquiry to order processing and delivery, an automated process is implemented and the sales staff is supported.

The path to an automated process from start to finish can be quick and yet controlled : for example, a sales employee can approve the next step. And there's something in the mix: how about a perfectly coordinated phone call from the sales person parallel to the automated process?

Sales steps can be automated individually and as a whole

• Record customer inquiry with contact details
• Send personalized email with product information & recommendations
• Analyze purchasing behavior and preferences and respond
• Order and pay via shop system
• Initiate and track delivery
• Collect and respond to customer feedback
• Transfer purchase processing to accounting
• Provide evaluations about sales

Multiple benefits are achievable

• Customer requests are processed faster, even on days off,
• Response to the customer is specific, timely and relevant,
• Customer profile is continuously updated,
• Purchasing is simplified for customers and SMEs,
• Delivery becomes traceable for customers and SMEs,
• Customer contact is kept standardized & maintained,
• Dependent systems are kept up to date,
• Strategic sales decisions become possible.

Examples of improved sales processes from various industries

Application example in retail

• Previously: Manual processing of orders and customer inquiries.
• After: Automated order processing, customer communication and follow-up, saving time and minimizing errors.

Application example from the tourism industry

• Before : Manual processing of bookings and travel planning.
• After : Automated booking confirmations, travel planning and customer communications to meet customer needs in a timely manner.

Application example from industry

• Before: Manual order processing and invoicing.
• After : Automated order processing, invoicing and follow-up processes for efficient customer service.

Application example from the craft industry

• Before: Manual quotation and order processing, leading to delays and inefficiencies.
• After : Automation enables faster quotation creation, order processing and customer communication to increase customer satisfaction and implement projects more efficiently.

Imagine being able to create quotes much faster. With just one click, you can select options and put together your quote. This not only saves time, but also helps to automatically generate delivery notes and invoices, making the work easier and faster.

Application example from agriculture

• Before: Manual processing of orders, deliveries and customer communication, leading to bottlenecks and loss of time.
• After: Automation enables faster ordering processes, efficient delivery processing and improved customer communication to increase sales and minimize bottlenecks.

reading tip

• Discover industry-independent use cases for automation

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