Automating Customer Data and Order Management Processes in Sage

Retail Company

  • Retail
  • North America
  • 600-700
This case study explores how a forward-thinking retail company leveraged automaited's AI-driven assistant to automate critical processes within Sage, enhancing efficiency in customer data updates and order creation.

Highlights

  • 80% Efficiency Improvement in Customer Data Updates
  • Automated Order Creation Process
  • Enhanced Data Accuracy and Customer Service

Project Scope

Use Cases

Digital Mailroom
Document Automation
Invoice Automation
Order Automation
Inquiry Automation
System Navigation
Document Management
Data Handling
Ticket Handling
Ticket Creation
Data Extraction
Data Extraction
Logistics
Data Modification
Marketplace
Tourism
Navigation
Data Entry
Utilities
Housing
Invoice Correction

Applications Used

Our collaboration with Automaited has been a game-changer. The seamless integration and automation of customer data updates and order creation in Sage have not only saved us time but also significantly improved our data accuracy

Director of Operations

Director of Operations

The Challenge

The company faced two primary challenges:

Customer Data Updating: Manually updating customer data in Sage based on information received through Zendesk tickets was time-consuming and prone to errors.

Order Creation: The manual process of order entry in Sage from received customer orders was inefficient and slow.


Project Scope

Use Cases

Data Entry
Data Extraction
Data Modification

Applications Used


Implementation

automaited implemented a two-fold solution focusing on:

Automated Customer Data Update: Automatically updating customer data in Sage using EAN numbers and pricing information from Zendesk tickets.

Automated Order Creation: Streamlining the order creation process by automatically extracting and entering order details into Sage.

Result

Previous Manual Process

Customer Data Updating:

  • Employees manually opened Zendesk tickets.
  • They located and noted the EAN number and pricing.
  • Logged into Sage and navigated to the relevant customer data section.
  • Manually entered or updated each EAN number and price.
  • Cross-checked for accuracy, often cross-referencing multiple sources.

Order Creation:

  • Manually reviewed customer orders.
  • Opened Sage and navigated to the order creation module.
  • Entered each product detail, customer information, and pricing manually.
  • Double-checked each entry for errors.
  • Submitted the order, often needing to correct any detected mistakes.

Automated Process

Customer Data Updating:

  • automaited’s assistant automatically identifies relevant Zendesk tickets.
  • Extracts EAN numbers and pricing data.
  • Logs into Sage, navigates, and updates customer data without manual intervention.
  • Ensures accuracy and consistency in updates.

Order Creation:

  • Assistant automatically retrieves order details from customer orders.
  • Creates a new order in Sage, filling in all necessary fields.
  • Performs data validation and submission autonomously.

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The deployment of automaited's solution brought significant improvements:

  1. Efficiency in Data Management
  2. Data Accuracy
  3. Operational Scalability
  4. Customer Satisfaction

This case study highlights the transformative impact of automation in the retail sector, showcasing how innovative solutions like Automaited can streamline operations, enhance data accuracy, and ultimately contribute to improved customer experiences.