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Extend your eCommerce investment by supporting customers that choose to email you their purchase orders. Transform any computer-generated purchase order into an electronic sales order, and focus on serving customers, not entering orders, while leveraging the same people, processes, and systems you already have in place. This session will highlight how to bring manually-keyed orders into your sales order automation workflow by transforming your customers’ unique order formats into standardized electronic orders. You’ll leave the session with a detailed understanding of available technologies, including how the IDX Conversion Tool complements existing EDI and eCommerce solutions and why you shouldn’t rely on OCR for capturing order information. Case studies of how other distributors have overcome order entry challenges will be discussed and a demonstration provided.
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FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Sales Order Automa/on
Mark Toffoli Powered by CONEXIOM
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Market Situa+on
! Suppliers with EDI and eCommerce capabili/es are s/ll not achieving 100% electronic ordering from their customers
! EDI • Some customers are not EDI-‐capable or unwilling due to
financial, /ming, or technical constraints
! eCommerce
• Customers that require a purchase order to receive against don’t want to enter their orders a second /me in the supplier’s eCommerce website
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
IDX Conversion Tool & Sales Order Automa+on
Current Customers
How It Works
Demonstra+on
Will It Work For You?
Today’s Presenta+on
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
What is Current Sales Order Automa+on Challenge?
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Transforming Customer Order Formats...
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
…Into Automated Electronic Sales Orders
ERP System of Record
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Benefits of Sales Order Automa+on
! Free Staff To BeLer Serve Customers • Improve service and produc/vity
! Eliminate Keying Errors • 100% Data Accurate
! Reduce Order Cycle Time • 98% fully processed in less than 15 minutes
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Current Customers
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Impact of Top Customers for Distributors
50% Transac/ons 50% Revenue 75% Profit
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Revere Electric Supply
! Leading Midwest Electrical Distributor • Family owned since 1919
! 8 Loca/ons & Over 200 Employees ! Challenge
• Wanted to focus on serving customers not entering orders – Significant staff /me consumed with manual order entry
! eBusiness Readiness • EDI, e-‐Store Web eCommerce, Manual orders (majority)
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Revere Electric Supply
! Taking Next Step With Sales Order Automa/on • 75 – 95% /me savings with Sales Order Automa/on • Very liLle training for staff
– Orders flow into exis/ng electronic inbound order flow
• Happier customers & happier employees – Reduced order cycle /me
– Elimina/on of order entry errors
• On average, processes over 4000 lines and $1.2M in sales on a monthly basis via Sales Order Automa/on
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
How It Works
Video
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Current Manual Process
Seller Company Inside Sales
Print / Fax
www.com Web Portal
ERP
BUYERS
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Sales Order Automa+on Process
BUYERS
Seller Company Forwards To CONEXIOM
www.com
ERP
Web Portal
CONEXIOM
Print To CONEXIOM Buyer Prints To CONEXIOM
Virtual Printer
EDI
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Demonstra+on
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Advantages
! Unlike EDI solu/ons: • Does NOT require any specialized IT infrastructure, exper/se or support
• No process changes • No addi/onal costs to customer
! Unlike eCommerce websites: • Able to transmit documents electronically without dual entry
• No process changes
Dual Entry
EDI
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Advantages
! Unlike Op/cal Character Recogni/on (OCR) solu/ons: • Yields 100% data accuracy • No addi/onal costs for checking accuracy of each document processed
• Provides fully automated order processing (Lights Out Order Processing – LOOP)
Operator
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Advantages
! Subscrip/on includes: • Setup • Mapping and maintenance • Unlimited transac/ons
! Subscrip/on-‐based pricing: • Based on number of customers subscribed • Entry level supports up to ten customers
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Sign up for a free trial
Allow us to show you how!
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Next Steps
! No charge trial • See orders from your customers, in their format, in your ERP system
! Easy to do, and you’ll see how it delivers • Less than half a day of your /me • Customer opera/ons & IT
! Register here • See how it works in the Tech Center at the CONEXIOM booth (Booth #11)
FULL STEAM AHEAD: MOVING FORWARD TOGETHER © Copyright 2014. All Rights Reserved.
Thank you for par/cipa/ng!
Mark Toffoli
