Manual sales order entry often becomes a hidden time sink. Your team might be keying in orders from customer emails, checking for errors, chasing up missing information, or fixing data after it’s already hit your ERP. Sales automation software can make that easier—but only if it’s designed with real-world complexity in mind.
So, what should you actually look for?
Features That Make Sales Automation Software Worth the Investment
1. Intelligent capture that learns as you go
Most teams receive sales orders in different formats—from PDFs to structured EDI. A good sales automation tool should recognise and process those documents without needing manual work each time. Better still, some solutions include AI that learns from common issues. If a customer often sends the same formatting mistake or a misspelling in the delivery address, smarter systems can adapt, reducing repetitive corrections over time.
2. Built-in checks, not after-the-fact fixes
The goal of automation isn’t just speed—it’s reliability. Sales automation software should be able to check for issues before orders are posted into your system. Think of it like a safety net that flags missing purchase order numbers, invalid product codes, or address errors early. That way, you can resolve problems upfront instead of chasing them down after processing.
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3. Flexible access and user control
You’ll also want something that fits how your business actually works. A cloud-based platform makes it easier for different departments—sales, customer service, fulfilment—to access order info. With the right visibility, your team can track where each order is in the process and reduce back-and-forth between teams.
4. Connected processes, not siloed steps
Sales orders rarely exist in isolation. The best sales automation software link orders to related documents, like invoices or shipping details, so teams don’t waste time searching across systems. That also means easier reporting and auditing—helping you monitor volumes, spot patterns, and improve performance across the board.
5. Final tip: Think long-term, not just task-by-task
The most important feature? A sales automation system that grows with you. As order volumes rise or customers change how they send orders, automation should support your business—without adding complexity. Look for tools that streamline your current process, while making it easier to adapt in the future.
Learn more about B2BE’s Sales Order Automation solution.
About B2BE
B2BE delivers electronic supply chain solutions globally, helping organisations to better manage their supply chain processes, providing greater levels of visibility, auditability and control. We’re driven by a passion for what we do, inspired by innovation, and underpinned by a wealth of knowledge. With over 20+ years of experience, the B2BE teams operate worldwide.
For more information, visit www.b2be.com.