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November 8, 2016

7 Indispensable Traits To Check in a Sales Order Management Software Before Buying It

B2B is a dog-eat-dog world. Competition can reach insane levels.

At the receiving end of this rivalry is the poor sales personnel who must battle out the worst to win orders. An order management software can be excellent aid to this.

A sales order processing software can bestow a B2B business with stellar benefits like:

  • 100 percent accuracy by eliminating manual errors;
  • Improved customer service;
  • Reduces administration costs and efforts;
  • Improves order to shopping duration.

The bottom line is, a good order management software is a game changer for a B2B entity. That said, picking the best from the plethora of options is not easy.

You need to check for certain specific features that will turn the sales order management system into a sales churning utility for your selling personnel.

Here are some key features of sales order management software that will help your sales personnel sell more with little effort.

1. An user-friendly interface

“Design is more important than technology in most consumer applications.” –Dave McClure

The interface design will decide how easy it is use an application. A user-friendly interface means your sales personnel will have more time persuading customers than figuring out how to make the application work.

Every major task intended to be performed with the sales order management software like order taking, editing, sharing, etc. should be easily doable with fewer clicks, taps or gestures.

2. Flexible architecture

A B2B business must have nimbleness to change with business scenarios. Look whether your order management software can support swift changes and reformations in the sales order management process.

A flexible architecture that is open to rapid changes is a great add on. On the other hand, a rigid architecture with little room for flexibility can bog down the productivity of your sales personnel.

3. Omni-channel reach

Online, offline and everywhere else; a modern order management system must be able to process orders from everywhere, at all times.  If it can handle only one channel and not another, you are missing the massive potential that omni-channel is noted for.

4. Real-time data

‘Now” is the mantra of all B2B businesses that are keen on pushing sales volumes. Sales personnel need instant information about product features, price lists and changes in bulk order volumes.

It will help them provide customers with more detailed information that will improve conversion rates. Orders quotes can also be created with greater accuracy before being converted into customer orders.

5. Offline functionalities

Sales reps need to work on-the-go. Sometimes they will have to take customers orders at locations where network is hard to come by.

Should your order management system stop them from taking the order for want of net connectivity?

No, it should not. It is for the same reason why it is essential to check if the system can function offline to take orders. The orders can be synced to the server once connectivity resumes.

6. Swift scalability

As business grows, so will orders. The best sales order management software will be an aid to your business growth — not one that refuses to grow when needed. Scalability is the trump card here.

A cloud-based sales order management platform will help scale your business to great heights quickly and easily without losing business momentum. Cloud-readiness must be top on your priorities while shopping for a sales order management software.

7. Uncompromising security

Cloud hosting and customer data is a dangerous combination. Even the slightest security breach can put your business and its reputation in jeopardy. A best sales order management platform will be taut with security measures that prevent unauthorized access, data leaks, phishing and all sorts of online dangers.

Can your choice of order management software live up to the dangers of online security? It’s a point worth pondering to avoid important losses.


Meena is a digital marketing professional at Contalog who has an undying passion to write about articles that educate, engage and excite readers. Her area of expertise include SEO marketing and content marketing backed by experience in social media account management and optimization.