Salesforce Order Management

4 min read

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Nov 30th, 2023

Salesforce is the world’s leading customer relationship management (CRM) platform, so you know they have robust solutions to help you with order management.

If you already use Salesforce for sales, marketing, and customer service tasks you might want to read our article to find out how to use this CRM’s apps to streamline managing orders.

Order Management in Salesforce

Salesforce has many components to help you with your order management system (OMS). For example, Sales Cloud is a dedicated platform businesses use to speed up sales tasks.

Organizations use Sales Cloud to build solid strategies for collecting lead data, tracking their sales opportunities, and managing their Salesforce orders.

We will take the opportunity now to look at some of the other features that Salesforce has to help you manage orders. Let’s dive in.

Manage Sales Opportunities

A big task in order management services is to create quotes. In Salesforce, your sales representatives get exclusive features to make opportunities and quotes fast.

Quotes are documents sent to leads, prospects, or customers containing information about your products and services.

Opportunities are simply potential sales that your business could make.

Custom Salesforce Objects & Fields

If it’s your thing to create custom objects and fields in Salesforce, you can use this capability to collect order information from your sales operations.

Because Salesforce order management systems can be time-consuming, use the custom objects and fields in the CRM platform to match the exact requirements your business needs.

Order Process: Automation Solutions

As Salesforce has many automation tools to speed up processes, why not use them in your order processes, too?

Let’s discuss two automation tools from Salesforce that can help you create and work with sales orders.

Salesforce CPQ

First, we have Salesforce CPQ (Configure, Price, Quote). It’s an automation tool that can generate quotes and proposals for your sales teams.

Sales representatives use Salesforce CPQ often to configure product listings and set prices on quotes quickly. The best part about using Salesforce CPQ is that it can handle complex pricing models that contain discount calculations.

Businesses find that using Salesforce for OMS helps them quickly create reliable and well-priced quotes, which gives them an edge against competitors.

Process Builder

This Salesforce tool is great for automating your more complicated processes.

The best part about the process builder tool is that it automates processes from end to end.

Suppose you need a tool to update your Salesforce records while sending email alerts and triggering othering processes based on an order’s status, such as updated or new.

In that case, Process Builder is your solution!

Order Management Workflow

If you need an order management system in Salesforce, you will need to think of the entire sales order lifecycle.

Every OMS Salesforce workflow is different as it needs to meet business requirements.

However, if you want a starting point to work in Salesforce, we provide a general order management workflow below that you can grab, edit, and use in your business.

1. First up is the Opportunity stage, where your sales representative will take note of a sale potential. When the opportunity is ready to make a purchase, you will need to create a sales order.

2. Your sales representative can now create a Sales Order in Salesforce as a custom or standard object. This object can be used to save information related to the sales order.

3. The next step is to send the sales order to the customer with automated processes from Salesforce. You can use this opportunity to set up workflows that automatically email customers and colleagues regarding order confirmation.

4. Now we can process the order. Sales representatives usually check if products are available and how much they cost so that they can generate a quote for customers. As Salesforce is a flexible platform, businesses often integrate it with their ERP systems and inventory management tools to ensure their quotes are generated with the latest information.

5. If you integrate it with billing systems, Salesforce also lets you generate invoices and save purchasing information.

6. You also need to give your customers a way to pay for your products or services. Salesforce integrates well with payment systems for financial transactions.

7. Customer payments are confirmed with proof of payment, and then you need to move the order to shipment. So get ready to pick, pack, and deliver your products. Use Salesforce to track your deliveries and order statuses by integrating it with reliable logistics systems.

8. When you deliver your products successfully to a customer, that is when the order process is complete. Once again, you can use Salesforce to update your opportunity stage or send customers thank you emails.

B2B Order Management Software

But what about order management software for business-to-business (B2B) operations?

Many software solutions for B2B order management integrate with Salesforce. The order management solution you choose should meet the requirements of your business. Whichever software you select should have features that assist you with managing quotes, adding prices, and a catalog for your products.

Titan is an excellent example of a no-code platform that can be used for B2B order management. We give you solutions that work inside Salesforce. You can use Titan for configuring and generating quotes, signing proposals, and contract lifecycle management tasks, to name a few.

Frequently Asked Questions

What is order management in Salesforce?

It’s a process that includes the management of all the tasks found in an order lifecycle:

- Capturing an order

- Sending an invoice to the customer

- Managing payments from customers

- Shipping products

- Customer service

Thanks for reading our article on order management in Salesforce. Join us to instantly speed up any business process using our no-code workflow tool for Salesforce. You can create, route, update, execute, and report on approval processes directly in Salesforce with Titan Flow.

We can help you connect payment providers, cloud-based storage, and more! If you want to design and execute any approval process to connect users in and out of Salesforce, contact us today on one of our social media channels below.

We hope to see you soon!

Titan Website

Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.