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December 11, 2024
Tilmann Roth
|
Co-founder & CRO

How AI Order Processing Transforms Your Sales Service

Do you want faster, more accurate order processing? AI Order Processing is your answer. It automates repetitive tasks, cuts down errors, and frees up your team to focus on what matters - making sales and building relationships. With Artificial Intelligence (AI), say goodbye to manual data entry and hello to streamlined, efficient workflows. Imagine fewer mistakes, quicker turnaround times, and happier customers. That's what AI order processing delivers. Let's dive into how this cutting-edge technology can transform your sales service. At turian, we've seen these benefits firsthand and are excited to share them with you.

How Does AI Revolutionize Order Processing?

AI order processing is like having a digital assistant handling your orders. It uses artificial intelligence to automate repetitive tasks, making your life easier. Like most B2B sales teams, you probably receive your sales orders via email.

Let’s imagine a new email pops up in your inbox. The AI Assistant checks all your incoming emails and can automatically detect the intent of each message. It can understand, for example, that your client wants to make a new order. 

The AI then proceeds to extract all the necessary data. It captures names, addresses, products, quantities, delivery times — everything you would need to process this order. Then, it automatically matches this data with your ERP/CRM systems. No more jumping between platforms. It doesn’t stop there. The AI then is able to generate quotes and orders autonomously. In case there is conflicting or missing information, the AI can let you know or draft an e-mail to the customer asking for clarification.

This isn’t just speeding things up; it’s cutting down errors. Imagine your assistant tirelessly handling these tedious tasks. You get to focus on strategy and relationships. Let the assistant do the tedious work. This is how AI order processing revolutionizes your workflow, letting you do what you do best.

Large Language Models (LLMs) Lead the Way

But how do the AI Assistants work under the hood? One important part of the solution, the engine so to speak, is a powerful class of AI models called Large Language Models (LLMs). LLMs are redefining order processing. 

Unlike basic natural language processing or machine learning models, LLMs understand the context in which they operate. They can understand human language (in most languages), and provide responses that humans can understand. They don’t just follow the rules. They learn and adapt given the specific requirements of the situation. 

This makes them far superior in handling complex tasks compared to classical rules-based systems, robotic process automation, or machine learning. Imagine less manual input, fewer mistakes, and context-aware data extraction and action —right from customer emails to system integration.

When you automate, you free yourself. Focus on strategy, not data entry. Let the AI do the tiresome tasks. This is the revolution in order processing. It’s efficient, smart, and ready to change your workflow.

Key Features of AI Order Processing

AI order processing is changing the way you manage sales orders. From automated data extraction to seamless system integration, these are game changers. Let’s take a look.

1. Automated Data Extraction and Entry

No more sifting through emails and documents for sales orders and customer data. Large Language Models (LLMs) do it for you. They extract data quickly and accurately and enter it into your ERP system. 

The amazing thing is that LLMs can deal with all kinds of different document formats: it doesn’t matter if your customer sends you a PDF, hand-written note, scanned image, Word, Excel, CSV, XML, or JSON, the LLM is able to read these files, understand their context and extract the relevant information for you. 

2. Integration with ERP and CRM Systems

LLMs wouldn’t provide a lot of value and couldn’t fully automate tasks if they worked in isolation. To reap the full benefits of AI, they integrate with your existing ERP systems (e.g. SAP, Oracle, ProAlpha…) and CRM systems. This means they can do the entries and manage the workflows that otherwise you’d have to do manually. Real-time data sync means your customer orders are always up to date across all platforms. The result? Smoother operations and better order management.

3. Customization and Scalability

We all know one size doesn’t fit all. Good AI automation systems can be tailored to your order management process needs. For example, they can automatically prioritize urgent orders based on your business requirements, adhere to specific business rules (e.g. always have a human in the loop for high-value orders), or, they can categorize orders by region and assign them to the appropriate distribution centers, optimizing logistics. They process everything based on the individual needs of your business.

Another advantage of LLMs is that they scale easily. Got a surge in sales orders? No problem. The scalability of AI means your system can handle it.

What Benefits Can AI Order Processing Offer?

Let’s get into how AI order processing can supercharge your sales order process. The benefits are many: efficiency, accuracy, customer satisfaction, and cost.

1. Increased Efficiency and Speed

We know the pain of slow order entry, don’t you? Many sales teams are struggling with massive backlogs, and it gets worse when colleagues are on holiday or are on sick leave. With AI handling, your sales order processing moves significantly faster. Order entry and processing are almost instant. Turnaround times shrink so your sales team can focus on what really matters – improving customer service and growth.

2. Better Accuracy and Data Quality

Mistakes happen with manual tasks. But AI reduces the likelihood of those mistakes dramatically. You get a system that ensures consistent, reliable data extraction without the usual hiccups that slow you down. Fewer mistakes mean better data quality, making the data basis of your entire ERP system more reliable. Information flows smoothly and accurately throughout your business.

3. Improved Customer Experience

Fast responses are a winner. No one wants to wait and with AI order management they won’t have to. Got a customer inquiry? Your AI system can fetch the relevant data from different data sources and create an answer almost instantly. That means quicker responses to customer inquiries and more accurate order fulfillment. 

4. Cost Savings

Every error avoided is money saved. With the assistance of AI order processing software, typos and oversights that can happen during a busy and stressful day are a thing of the past. The AI algorithm has a consistently high accuracy rate and will reduce costly handling errors. 

Sales Support Automation with Human Oversight

The sheer power of AI to manage, streamline, and enhance so many aspects of the sales process is a real game changer for the sales support landscape.

Even with automation, the human element is still important. The human-in-the-loop approach balances machine efficiency with human insight. Critical decisions and complex situations are best handled with human oversight so no nuance is missed. 

For example, in order processing, a customer might request a customization that an AI might overlook or misinterpret, leading to dissatisfaction. Likewise, human oversight is necessary when resolving discrepancies in shipping addresses or payment issues, ensuring a smooth and accurate transaction.

This approach ensures automated systems are reliable and any anomalies or exceptions in order data are managed according to your internal procedures. You get the precision of AI and the expertise of your team, resulting in fewer errors and better outcomes when dealing with purchase orders and other complex tasks.

Integrating AI Order Processing into Your Business

When you want to integrate AI order processing into your business, you start by assessing your current order processing workflow. Look at what’s working, what isn’t, and where there’s room for improvement. Note the bottlenecks and areas where errors commonly occur. Knowing your baseline is key.

1. Choosing the Right AI Solution

Next, pick the right AI tool. Each business has unique needs, so tailor your choice based on your goals and pain points. Some AI tools focus on streamlining data entry, while others might excel in data analytics or ease-of-use. Look for a solution that aligns well with your existing systems to ensure smooth integration.

2. Integrating AI with Existing Systems

Once you’ve chosen your AI tool, the real work begins—integration. You need the AI to work seamlessly with your ERP or CRM systems. This might involve an initial setup phase where access to your ERP systems is configured and the AI software is instructed on your specific data and processes. 

3. Overcoming Common Challenges

Integrating AI isn’t without its hurdles. Change management is crucial. Your team needs to embrace the new technology, which means adequate training and support. Help them understand how AI helps them focus on more valuable tasks. It’s important to address any concerns and show the benefits clearly. Choose a provider that offers easy-to-use software that your team members will love to use. Make sure that your AI software vendor offers dedicated technical and IT support with fast response times to avoid frustrating waiting queues.

4. Ensuring Data Security and Compliance

Data security and compliance are non-negotiable. Your AI tool must adhere to all regulatory requirements. Ensure your preferred AI sales order solution has strong security protocols in place to protect sensitive customer information. Compliance with data regulations helps avoid hefty fines and maintains customer trust.

turian's AI Order Processing Solution

turian's AI order processing solution

Turian's AI assistant for sales support stands out because it integrates seamlessly into your existing software landscape. There’s no need to learn a new tool, so your employees can continue working with the software they are already used to. Turian’s AI Assistant is positioned right in your e-mail inbox and scans all incoming mail automatically. It extracts all the relevant data points directly from the email (e.g. the PDF file or even from a scanned image), from names to quantities, and autonomously enters that information into your ERP system to create an order or a quotation. No more manual data entry errors or jumping between systems. If you feel uncomfortable handing over your tasks to our AI automation solution for certain key transactions (e.g. high-order values), we enable your employees to stay in the loop so they have full oversight and control over these cases. 

Choose turian for faster sales processing and higher accuracy. Our solution is customizable to your needs. And it’s secure, protecting your data at every step. No nonsense – just a tool that works so you can focus on what really matters: strategy and relationships.

Ready to transform your sales service with the best AI order processing solution? Book a demo with turian today!

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