Owning an eCommerce business is a smart move for any business. Studies expect that about 95% of all sales will take place on eCommerce platforms by the year 2040. Any eCommerce business has the potential to grow successfully with the help of the right strategies. The success of an eCommerce business largely depends on customer experience, marketing strategies, and management of the whole process. Right from a customer placing an order to delivery, return and refunds, the more convenient and user-friendly a platform is, the more growth potential it holds. Salesforce order management system (OMS) is the best way to ensure that customers get a quick, smooth and convenient experience shopping with a business.  

What Is Salesforce Order Management System (OMS)? 

Salesforce Order Management refers to the post-purchase system which integrates easily with the Salesforce commerce cloud. It handles everything from order processing, online tracking, communicating with suppliers, online payments, and also processing returns. Upon integration with customer service, it also helps retailers assist buyers when needed. Thus, Salesforce order management system prevents order delays, maintains transparency, facilitates quick shipping, and timely delivery.  

Why Choose Salesforce Order Management System? 

In this era of digitalization, customers prefer their shopping experience to be quick and seamless. To make sure that customers’ experience of shopping with a business is truly seamless and transparent, businesses need a functional system in place. The Salesforce order management system, being a native feature, integrates smoothly with Salesforce commerce cloud, Salesforce sales cloud and Salesforce service cloud. Salesforce order management system can make or break a brand’s relationship with its customers.  

Some common functions of Salesforce OMS 

Salesforce order management system seamlessly integrates with other salesforce features and tools. It also integrates with third-party applications and systems to streamline the entire eCommerce process. Some essential functions of Salesforce OMS include: 

• Automation of the traditional, manual order processing, which is tedious, expensive and time-consuming.  

• Co-ordination of orders across different channels for unambiguous data handling 

• Managing complex orders and shipment schedules   

• Streamline the entire order process 

• Provide more precise and deeper insights for better decision-making 

Advantages of Salesforce Order Management System 

Salesforce Order Management System gives businesses control of customer’s post-purchase experience with visibility, scalability and automation. Here are some major benefits of the Salesforce order management system.  

Seamless Salesforce Integration 

Salesforce OMS can be readily integrated with other Salesforce services like Salesforce commerce cloud, Salesforce sales cloud, and Salesforce service cloud. These features let marketers pull order data for customized marketing campaigns. Also, it allows the order fulfillment team to respond to any changes quickly.  

Real-Time Visibility 

Real time updates on inventory and order status, both internal team actions and customer trust are improved.  

Unified Order Management 

Salesforce OMS unifies the order details from all platforms like online, store-places and mobile applications etc. This makes the operation of various teams like sales, service and fulfillment fields easy with one true data.  

Smarter Automation 

Manual order processing is error prone as well as slow processing. Salesforce OMS automates key tasks such as order capturing, fulfillment, shipping, billing, etc. Apart from saving time, it is also more precise and error-free.  

Better Customer Experience 

Customers in today’s era prefer quick deliveries, trackable orders, and hassle-free returns. The Salesforce order management system caters to all these customers’ needs and more. It also provides active order notifications, self-serve returns and delivery choices like BOPIS (buy online and pick-up in store) and curbside pick-up.  

Scalability 

If a business wants to expand to the global market, Salesforce OMS grows along. Salesforce order management system functions in multiple languages, currency and payment options, shipping partners and tax rules, making expansion an easy process.  

Performance Insights 

Salesforce also provides reporting tools and dashboards to understand order trends, return patterns and fulfillment performance. Thus, businesses can gain a better insight into their performance and key improvement areas.  

Key Features of Salesforce Order Management System 

Salesforce OMS provides flexible features that help in managing the entire post-purchase process from order placement to delivery, returns, and all steps in between. Below are some key features of Salesforce OMS that make it the best choice for any eCommerce business.  

Order Orchestration and Routing 

The intelligent system in OMS considers the inventory and location to ensure speedy and cost-effective delivery route. This intelligent system provides faster deliveries and optimized logistics for omnichannel businesses.  

Flexible Fulfillment Models 

The salesforce OMS supports various fulfillment options like: 

• Ship from store 

• Buy online and pick-up in store (BOPIS) 

• Shipping from warehouse 

• Drop shipping 

These flexible options provide a better customer experience while making sure the operation is also efficient.  

Ready Integration with Salesforce Clouds 

The Salesforce order management system, being a part of the Salesforce ecosystem, provides native integration with Commerce cloud, service cloud and sales cloud. Thus, providing customer views in their entirety and smooth collaboration within the team.  

Customizable Workflow 

The process of all orders can be customized by Salesforce Flows. From fraud checks, split shipment, backorder, or multi-location fulfillment, everything can be customized to fit business needs.  

Cancellations and Returns Management 

As returns and cancellations can be automated, OMS can keep the order totals updated and either give refunds or credit points. Also, it can update these changes across all relevant systems to maintain consistency and avoid errors.  

Built-in Fraud Detection Integrations 

Salesforce OMS can integrate third party fraud detections services to flag doubtful transactions before processing payment. This helps with revenue protection and building trust.  

Mobile-First Extensible UI 

Customise extended user experience with Salesforce’s Lightning Component. Build a UI from mobile first page states to automating manual work that follows the team’s workflow. 

Advanced Reporting and Dashboards 

Salesforce offers a native analytics system to review order statuses, performance, return trends and payment issues etc. This feature enables businesses to optimize operations based on analytic data and thus improve customer experience.  

Global Scalability 

The Salesforce order management system is built to grow with business. It supports multiple currencies, languages, regional shipping preferences, and tax structures. This feature facilitates easy international expansion.  

Pre-Configured Packages 

Salesforce offers sample processes, flows, and Apex classes to help a business kickstart its journey. They serve as a template to customize OMS for the business’s needs.  

Application Of Salesforce OMS 

Salesforce order management systems can be customized and applied to all eCommerce businesses, be it B2C or B2B. From retailers to wholesale dealers, Salesforce OMS supports both small orders and bulk orders.  

• Wholesalers and Retailers- Salesforce OMS has the potential to seamlessly handle both small value orders and bulk orders. It manages both types of data and processes with equal accuracy and ease. Businesses only need to customize their OMS with relevant features and services to suit their individual needs.  

• B2B and B2C orders- Businesses dealing with other businesses or directly to customers, both can use Salesforce OMS features at their advantage. Even if a business deal with both operations, Salesforce OMS handles the different data and considers it in analytical insights.  

• Local and Global Brands- Whether a business deals in a specific region or has multi-national operation, Salesforce’s multilingual and multi-currency capabilities make it the best solution for both kinds of brands.  

• Single platform and Multichannel operations- From businesses selling their product on only 1 platform (e.g. Their website) to businesses using multiple platforms for the distribution of their product (e.g. website, mobile apps, stores, third-party channels, etc.), Salesforce OMS provides smooth order management for all of them.  

Implementation Of Salesforce Order Management System 

Salesforce OMS is an excellent solution for eCommerce businesses. To implement Salesforce OMS, it is advisable to get in touch with a genuine Salesforce development service provider. Many businesses are automating and streamlining their processes using Salesforce services. Salesforce CRM helps businesses with their customer relationship management and data handling. Integrating this CRM with other Salesforce clouds helps customize and extend the potential of the system according to the business’ requirement.  

Why Choose AnavClouds Software Solutions? 

AnavClouds Software Solutions is a Salesforce consulting partner that helps businesses grow successfully through implementing Salesforce CRM and other cloud services. With a response time of less than 5 hours, we have a proven record of delivering 1000+ successful projects. Our dedicated team of experts is known for smooth deployment and unwavering post-launch support. Book a demo with us to get insights on your business’ growth potential with Salesforce.  

 

FAQs 

What is Salesforce order management?

Salesforce order management is a service provided by Salesforce that helps handling simple to complex order processes for eCommerce businesses. Salesforce OMS streamlines and improves every step of an order journey from order placement to fulfillment, shipment, delivery, return, and payments. Thus, it provides a convenient and seamless customer experience.

What is the Order Management Console?

An order management console is a tool that helps review, manage and track performance and order statuses of the business at a glance.

What is Salesforce Order Management from commerce cloud?

Commerce Cloud is a service from Salesforce for complete management of payments, cancellations and refunds. This service, when integrated with Salesforce order management system, streamlines the entire order process with ease.

Why should you use Salesforce Order Management (OMS)?

When an eCommerce business struggles with manual order processing and inconsistent inventory or has trouble delivering orders through different channels. Then, deployment of an order management system like Salesforce OMS streamlines all these processes and provides a seamless shopping experience for customers.

What industries benefit the most from Salesforce OMS?

eCommerce, consumer goods, manufacturing and retail industries benefit the most from the Salesforce order management system