The State of B2B Sales Order Processing

B2B sales operations frequently involve manual, resource-intensive processes that suffer from delays and accuracy issues. Sales orders, contracts and other unstructured correspondences are often received from sales in an adhoc manner and processed manually via inflexible systems. Many aren’t digitally managed, nor automated processes. Most are a recipe for inevitable problems in delivery.

Upgrade projects for ERPs or CRMs seems to be permanently on the agenda for B2B operations teams but rarely get the budget.  Not only are these transformation projects complex, they are costly and can take years to deliver. Ironically, when the projects do happen, an astonishing 70% fail (Mckinsey) to meet expectations. When they are finally delivered the world has moved on and new requirements on the agenda.

In the meantime, most businesses resort to unreliable, inefficient and ineffective manual sales order processes to keep business running. As the sales order process is at the very start of operations, issues here often cascade through the entire operations causing further issues and poor customer experiences.

77 percent of all organizations believe the time it takes to manually process sales orders is holding back the growth and potential of their company.

Dynamic Markets


of businesses have to deal with some form of paperwork when processing sales orders. – Dynamic Markets


Automated sales order processing can reduce order processing cost by up 80% – -Logistic Management


complain that sales order processing is time consuming . – Dynamic Markets


of organisations admit they do not know the cost of handling sales order paperwork –

14 Signs You Have A Problem With Your Sales Order Process

Sales Order processes, challenges and requirements different from business to business and market to market. Here are 14 clear signs you have a problem with your Sales Order Process:

14 Signs you have a problem with your sales order process

Options For Improving Your Sales Order Process

ProcessFlows specialise bespoke & custom sales order processing solutions and services. Whilst we don’t offer ERPs or CRMs, we do make them and your operational processes work by doing the bits they don’t do well. Here some of the ways we can help transform your sales order process:

Digitise & Automate Sales Order Processes
Digitally manage & automate key tasks & workflows that your ERP or CRM doesn’t do.

Single Point of Control of your Orders & Sales content 
Efficient centralised management & control of your Quotes,  SOR, SOW, templates,  contracts etc

Order Processing As A Service
Focus on your core by outsourcing sales order processing tasks you cant do or the entire process

And More….
From intelligent Data Capture, Digital signatures to Dashboards or Process Intelligence

To find out more about our approach to Sales Order Processing, click here.

Benefits of Transforming & Automating Your Sales Order Process

If your sales order process is manual and weak then your business will be at a disadvantage and result in underperforming and unreliable operations as well as poor customer experiences.

Read some of the key benefits of modernising, digitising and automating your sales order process

Why ProcessFlows for Sales Order Automation & Transformation ?

We have a 35 year track record of success & expertise in business process optimisation, Purchase to Pay and Order to Cash automation and digital process management as well as Hybrid Automation combining managed services.

Accredited end to end professional services and support expertise include Business Process Analysts, Solutions Architects and Project Managers, through to Implementation Engineers, Software developers, Service desk operations, Multi-tiered Support and service delivery managers.

A robust approach to transformation based on partnership and supporting every step of the journey from creating a vision and plan through to project managed development, implementation, transition as well as continuous improvement and support.

We are independent and partner with the leading finance process management and digital operations technologies providers on the market– such as Kofax, ReadSoft, Abbey, Opentext, Microsoft, Hyland and M-files . We have also developed our own unique hybrid service solution.

For these reasons and more, ProcessFlows should be your trusted partner to support your business transformation.
Find out more by clicking here.

Our Customers

From global enterprises and government departments, to local small businesses, here are some of our customers that have partnered with us, using Process Automation to transform their business with digital and automated operations. Click the logos to download the Case Studies.

To read all of our success stories, visit our Case Studies page.

Request a No Obligation Consultation

What’s your Sales Order challenge and vision? – We offer No-obligation Consultations to help you identify the right approach to sales order processing for your business. To find out more or to book a consultation, please call +44 (0)1962 835053, email, or fill in the form below.

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