Manage your sales like a PRO
By Rise SA Team, May 7, 2024
Are you ready to take your sales management to the next level? Do you find yourself struggling with sales challenges, unsure of how to optimize your process for maximum results? We are excited to share our success in automating sales processes of a prominent UK-based e-commerce company that sells garden decor and plants.
Before the Rise Business implementation, the company relied on several accounting systems, such as QuickBooks, TradeGecko, and sales channels on the WordPress and Bitrix platforms. The systems were not integrated, and with approximately 120 sales orders per day, it was impossible to maintain up-to-date stock balances across all platforms. This led to registering orders for goods that were out of stock, sales losses, and penalties from Amazon due to inaccurate stock balance information on the customer's side. So, the company’s key requirement was to ensure communication between all the systems to have accurate stock information at any time and therefore eliminate sales losses.
Rise Business was an excellent match for the company's needs. Stay tuned for an insightful journey into the power of Rise Business as a sales management solution. Enjoy the read!
Step 1 - Inventory management
What do you need to start the sales process? Organize the goods you are going to sell in the most effective way. Let’s take flower pots as an example. In the item card provided in Rise Business, you can specify all important information about your product, such as brand, manufacture, UOM, and so on. If the predefined fields are not enough, you can always create any additional attributes you need, without any customizations. Or, you can go even further. For example, for our client, we’ve added an opportunity to import a description file for websites and ID for Bitrix, as they are working a lot with external websites.
Before the Rise Business implementation, the company relied on several accounting systems, such as QuickBooks, TradeGecko, and sales channels on the WordPress and Bitrix platforms. The systems were not integrated, and with approximately 120 sales orders per day, it was impossible to maintain up-to-date stock balances across all platforms. This led to registering orders for goods that were out of stock, sales losses, and penalties from Amazon due to inaccurate stock balance information on the customer's side. So, the company’s key requirement was to ensure communication between all the systems to have accurate stock information at any time and therefore eliminate sales losses.
Rise Business was an excellent match for the company's needs. Stay tuned for an insightful journey into the power of Rise Business as a sales management solution. Enjoy the read!
Step 1 - Inventory management
What do you need to start the sales process? Organize the goods you are going to sell in the most effective way. Let’s take flower pots as an example. In the item card provided in Rise Business, you can specify all important information about your product, such as brand, manufacture, UOM, and so on. If the predefined fields are not enough, you can always create any additional attributes you need, without any customizations. Or, you can go even further. For example, for our client, we’ve added an opportunity to import a description file for websites and ID for Bitrix, as they are working a lot with external websites.
Another must-have feature for this company is variants. When it comes to flowers and decor, the same thing can be of different colors or sizes, so instead of creating every single flower as a separate item, you can create one item and an unlimited number of variants for it, which significantly reduces the number of items kept in the system and simplifies search.
Of course, with a big assortment, it’s very easy to get lost. And here come item groups, which allow you to group your items in the required way to easily navigate through the catalog.
Of course, with a big assortment, it’s very easy to get lost. And here come item groups, which allow you to group your items in the required way to easily navigate through the catalog.
Step 2 - Order management
Let’s move on to sales orders. Just imagine: numerous sales channels, over 100 sales orders per day coming from everywhere. Without proper communication between sales channels, you will end up making mistakes and losing money. Fortunately, we were able to organize sales order management that covered all the company needs. Due to various integrations – Amazon, Cartrover, B&Q, Bitrix – orders from all the company marketplaces are now created automatically in the system once they appear on the website.
These integrations allow you to:
Let’s move on to sales orders. Just imagine: numerous sales channels, over 100 sales orders per day coming from everywhere. Without proper communication between sales channels, you will end up making mistakes and losing money. Fortunately, we were able to organize sales order management that covered all the company needs. Due to various integrations – Amazon, Cartrover, B&Q, Bitrix – orders from all the company marketplaces are now created automatically in the system once they appear on the website.
These integrations allow you to:
- Place products from Rise Business on marketplaces
- Update prices and product balances on marketplaces when they change in Rise Business
- Export sales orders from marketplaces to Rise Business
- Automatically update sales order statuses from marketplaces in Rise Business
So, everything is automated and very convenient.
What’s more, in the Sales order list, everything is organized to make the salesperson's life easier. First of all, you can see where the order came from. We have the "Channel" column for that (the company has 13 sales channels, by the way). And filters, a lot of filters to easily find the required order. Nothing will get lost.
What’s more, in the Sales order list, everything is organized to make the salesperson's life easier. First of all, you can see where the order came from. We have the "Channel" column for that (the company has 13 sales channels, by the way). And filters, a lot of filters to easily find the required order. Nothing will get lost.
Step 3 - Payment management
The next issue was getting money from customers. Kind of hard to control it with such a number of marketplaces. And here comes integration with Stripe. With Stripe integration, you can easily send payment links to your customers right from the application to let them pay for the invoices in one click. Once the order is paid via Stripe, the system changes the order status to paid and creates a payment document automatically, so there is no need to spend time on document capturing.
The next issue was getting money from customers. Kind of hard to control it with such a number of marketplaces. And here comes integration with Stripe. With Stripe integration, you can easily send payment links to your customers right from the application to let them pay for the invoices in one click. Once the order is paid via Stripe, the system changes the order status to paid and creates a payment document automatically, so there is no need to spend time on document capturing.
Step 4 - Delivery management
Let’s not forget about delivery. It’s hard to imagine how such a big company can manage all the orders without an automated delivery management. It became possible due to Shiptheory integration. The delivery document is created automatically if there are goods in stock and the order is ready for shipment. You just specify the required info, such as shipping destination, order weight, delivery time, and so on in the application and send this data to Shiptheory. Based on this data and specified shipping rules, Shiptheory selects a cargo carrier from the list and sends them this information.
Let’s not forget about delivery. It’s hard to imagine how such a big company can manage all the orders without an automated delivery management. It became possible due to Shiptheory integration. The delivery document is created automatically if there are goods in stock and the order is ready for shipment. You just specify the required info, such as shipping destination, order weight, delivery time, and so on in the application and send this data to Shiptheory. Based on this data and specified shipping rules, Shiptheory selects a cargo carrier from the list and sends them this information.
Ok, let’s sum up the integration outcomes. The implementation of Rise Business has resulted in the customer being able to access real-time on-hand order and stock data in one system. This has reduced high employee- and operation-related costs associated with manual stock keeping and therefore empowered them to significantly expand and grow their business.
Aren’t you impressed with the results? We can do it for you as well. Feel free to contact us to find out how the Rise team can scale your business to new heights.
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