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Posts Tagged ‘Order Entry for Microsoft Dynamics’

Helping Sales Reps Order for Customers with In-Store Edit

December 31st, 2013 Manasi Kulkarni No comments

Online shopping is not always necessarily an online experience, which means that sales and customer service reps have an important role to play in creating satisfied customers. A lot of shoppers place orders through the call center channels, and they expect the same pricing, discounts, etc. as an online shopper. It then becomes crucial for ecommerce merchants to equip their customer service reps with all the necessary tools to assist customers and place orders on their behalf.

Ignify’s Order Entry Solution gives sales reps a 360 degree view of the customer and helps them place an order quickly and easily. Not only does it support simple orders, but also complex orders such as for products that come with special bundled discounts, or a buy one get one free offer, or configurable items such as laptops, etc. Web stores can process these complex purchases easily as they are designed to make the shopping experience simple and intuitive.

The same ease of shopping is carried over to the sales rep through a unique feature that allows the sales rep to navigate seamlessly from within the Ignify eCommerce Manager Panel to the web store and back. The ‘In-Store Edit’ menu allows the sales rep to login to the customer’s account on the web store via the Manager Panel, choose complex products from the web store, add them to the order, and then return back to the Manager Panel to complete the order and invoicing procedure. The feature gives him the best of both worlds with its intuitive design and seamless transitioning.

The sales rep places an order for the customer via the Ignify eCommerce Manager Panel

The sales rep places an order for the customer via the Ignify eCommerce Manager Panel.

With in-store edit, the sales rep is logged into the customer's account and shops on his behalf

With in-store edit, the sales rep is logged into the customer's account and shops on his behalf.

Go ahead and give your sales reps the power they need to tackle their customers’ shopping needs!

If you have any questions about how Ignify can improve your sales order entry processes, please email us at orderentry@ignify.com.

Manasi Kulkarni is a Product Marketer at Ignify. Ignify is a technology provider of ERP, CRM, and eCommerce software solutions to businesses and public sector organizations. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.

Speed Up Order Capture with Order Entry for Microsoft Dynamics

December 31st, 2013 Manasi Kulkarni No comments

Some time back we wrote about how Ignify’s Order Entry solution allows you to place an order in just 10 clicks. But we are excited to share that we have streamlined the order placement process even further, giving your customers a fast and easy checkout experience with a minimal number of clicks.

Let’s see how this magic works.

Given below is the sequence of events that comprise placing an order, from the first step of clicking to place a new order, to the last step of receiving an order confirmation. Not only does the Order Entry solution make things simpler, it also allows the customer the satisfaction of complete control over his order placement procedure.

A registered user clicks on the ‘Quick Order Entry’ link in his self-service ‘My Account’. This launches the Quick Order Entry form. Merchants have an option to bring the link to the homepage of the web store for even greater visibility and ease of navigation.

Quick Order Entry

Enter the search criteria or click on the ‘Quick Order List’ to populate the order with the line items. The Quick Order list is created by the customer or the sales rep on behalf of the customer, and is handy when the customer (particularly of a B2B store) wants to reorder specific items repeatedly. Customers and sales reps can use each other’s ‘Quick Order Lists’ to place orders.

Quick Order Lists

Clicking on ‘Continue Checkout’ opens an editable shipping details section populated with the stored shipping details and preferences of the customer, which naturally saves the customer valuable time by not making him manually enter that information.

Continue Checkout

Clicking on ‘Continue Checkout’ launches the payment section populated with the customer’s credit card details and billing address. The customer enters only his credit card security code here.

credit card details and billing address

Click on ‘Place Order’ and you are done! The order is submitted for processing and the customer receives a confirmation of the order placed.

confirmation of the order placed

A customer may also redeem any reward points or apply any coupon codes to his order as well.

The sales rep can also place a ‘Quick Order’ for a customer through the Manager Panel by selecting a ‘Quick Order List’ that populates the order with line items as specified in the list. This reduces the number of clicks required to place an order, eliminating the need to choose line items individually through the SKU lookup mentioned here in click 6.

For today’s online shopper, the overall speed of shopping from order placement to delivery is very important, and implementing this quick order entry solution could earn you long-term loyal customers.

Manasi Kulkarni is a Product Marketer at Ignify. Ignify is a technology provider of ERP, CRM, and eCommerce software solutions to businesses and public sector organizations. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.

Ecommerce and Order Entry for Microsoft Dynamics Session at Convergence

March 20th, 2012 Ashley Harbaugh No comments

After an action-packed event opening on Sunday, Monday was another action-packed day here in Houston, with so many educational sessions to attend and different people to meet. But one particularly exciting event was the eCommerce and Order Entry for Microsoft Dynamics Speaking Session hosted by Ignify.

This event really brought out a lot of Dynamics Users and Microsoft partners looking to better understand ecommerce for Microsoft Dynamics functionality, and to get introduced to the Order Entry for Dynamics solution. With both solutions offering full integration with Microsoft Dynamics ERP and CRM systems, this session covered a lot of material that appealed to both the business-minded and the technologically-oriented in the crowd.

At this demo, the speakers focused on Ignify eCommerce features that increasing customer conversion rates, and functionality that enables quick and easy ordering processes. Ignify demonstrated quick Return on Investment on the ecommerce solution with customer examples and with functionality that helps increase revenues for merchants. Showing a variety of Business-to-Business (B2B) and Business-to-Consumer (B2C) online store templates, as well as the rich product category displays and inventory management capabilities available within each store, the team facilitated a highly informative and engaging session.

Order Entry was also the big topic of the session, with the team demonstrated how the system is essential for companies looking to improve their customer service and make the lives of their customer service representatives easier. Using this system, customer service reps (CSRs) are able to get instant insight into customer, quickly enter orders, and to view and edit orders that have not been processed. CSRs can also create a new order, or edit existing orders including adding or removing items, changing ship method, or address, or discount amount on an order. Seeing how this Excel-like system allows easy keying in of orders and information, the audience was able to connect with the message of efficiency and resources saved.

Tomorrow is the final day of Convergence, and if you’re at Convergence and still haven’t made it over to Ignify Booth #110, don’t be shy – be sure to come visit us and get your free Starbucks card and enter a chance to win an Amazon Kindle.

Ashley Harbaugh is a Product Marketing Specialist at Ignify. Ignify is a technology provider of CRM, eCommerce and ERP, software solutions to businesses and public sector organizations. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.