AventedgeSample content
An order management system built inside Salesforce
Replacing spreadsheets and email with a native order workflow connected to the ERP.
- faster order processing
- [x]%
- saved per week
- [x] hrs
- source of truth for orders
- 1
The challenge
Orders arrived by email and were re-keyed into a spreadsheet and then the ERP. Sales had no visibility of order status, and errors surfaced only when customers complained.
What we did
- 1Mapped the order lifecycle with sales, operations and finance in a two-day discovery.
- 2Built custom Order and Fulfilment objects with Lightning Web Components for fast order entry.
- 3Integrated with the ERP using Platform Events and logged, retryable callouts.
- 4Added status updates to the account page so sales could answer customers immediately.
The result
Orders now move from quote to fulfilment inside Salesforce, with the ERP updated automatically and every status change visible to sales.
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