The document discusses the importance of low-code automation in order processing across sales, inventory, finance, and accounting teams, highlighting the benefits of bi-directional data flow for efficient cross-functional collaboration. It emphasizes how integrating CRM and ERP systems enables real-time data synchronization, improves customer service, and streamlines workflows, ultimately enhancing order management and compliance. Additionally, the document outlines key benefits of syncing customer data to maintain accuracy, improve service, and support marketing efforts.

1. Top Automation Use Cases in Order Processing for Sales,
Inventory, Finance, and Accounting Teams
Let’s take a look at how low-code user experience (UX) is enabling IT and business teams to
quickly and efficiently connect ERP system with their CRM, e-commerce platform, and a
plethora of other systems.
Create end-to-end automations throughout various applications, which will help you to optimize
not just order processing but also your order-to-cash workflows.
Create Bi-Directional Data Flows with Different Teams that will
Automate the Following Tasks
Bi-directional data flow is where order information is shared between different teams in both
directions. Let’s take the example of a Bi-Directional Sync of Tools, Data, and Systems that can

2. be created with Sales and different teams. Examine how our easy to build integration between
Sales and different teams brings real-time data synchronization to power new efficiencies.
Order Fulfillment
From Sales to Fulfillment: When a sales order is entered into the system by the sales team, it
immediately flows to the fulfillment team. This ensures that warehouse staff can begin preparing
the order for shipment without delay.
From Fulfillment to Sales: If there are any issues with fulfilling an order (e.g., out-of-stock
items), this information can flow back to the sales team. Sales reps can then inform customers
promptly, offer alternatives, or adjust the order as needed.
Inventory Management
From Sales to Inventory: Sales orders impact inventory levels. When an order is placed,
inventory levels are automatically adjusted, providing real-time visibility to the inventory
management team.
From Inventory to Sales: If inventory levels reach a critical threshold (e.g., low stock), this
information can flow back to the sales team. Sales reps can then prioritize selling products with
higher availability or communicate potential delays to customers.
Customer Service
From Sales to Customer Service: Customer service representatives can access sales order
information to provide accurate updates to customers inquiring about their orders. They can see
order status, tracking information, and any special instructions from the sales order.
From Customer Service to Sales Tools, Data, and Systems: If customer service identifies
patterns of common issues or concerns with certain products or orders, this feedback can be
shared back with the sales team. Sales reps can then address these concerns proactively with
customers.
Sales
From Sales to Sales: Sales reps may have multiple touchpoints with a customer. If one
salesperson processes an initial order, another salesperson engaging with the same customer
later should have access to that order history. This allows for a seamless customer experience
and avoids redundant data entry.
From Sales to Marketing: Marketing campaigns can be informed by sales order data. For
example, if a certain product is selling well, the marketing team can create targeted campaigns
around similar products to capitalize on this trend.
Finance and Accounting
From Sales to Finance: Sales orders directly impact billing and revenue. This information flows
to the finance team for accurate and timely invoicing.

3. From Finance to Sales: If there are payment issues or discrepancies, this information can flow
back to the sales team. Sales reps can follow up with customers to ensure payments are made,
preventing delays in shipping or fulfillment.
Production and Manufacturing
From Sales to Production: Sales orders drive production schedules. Manufacturing teams can
see incoming orders and plan production accordingly.
From Production to Sales: If there are delays or changes in production that affect order
fulfillment, this information can flow back to the sales team. Sales reps can then communicate
with customers about any potential delays.
Marketing and Promotions
From Sales to Marketing: Marketing teams can track the success of promotions and
campaigns through sales order data. They can see which promotions led to increased sales and
adjust future campaigns accordingly.
From Marketing to Sales: If marketing launches a new campaign, sales teams should be
aware of it. They can then align their sales efforts to support the campaign and drive sales for
promoted products.
Cross-Functional Collaboration
Between Teams: Bi-directional data flow promotes collaboration between teams. They can
work together seamlessly, sharing insights and updates in real-time.
Data Integrity: With bi-directional flow, data integrity is maintained. Any updates or changes
made in one system are reflected accurately in the other, reducing the risk of errors or
discrepancies.
Compliance and Audit
From Sales to Compliance: Accurate sales order data is crucial for compliance and audit
purposes. This data should flow to compliance teams to ensure that all transactions meet
regulatory requirements.
From Compliance to Sales: If compliance teams identify any issues or discrepancies in sales
orders, this information can flow back to the sales team for correction or clarification.
Ready to automate your order processing workflow?
We are experts in legacy systems integration with modern analytics, AI, and automation
platforms. Our No-Code, Low-Code Practice is empowering both IT and business teams from
top Fortune 500 Companies to integrate their ERP system with their CRM, e-commerce
platform, among countless other systems. Connect with us to see how we can empower your
business teams to build end-to-end automations across these different apps without much
technical hassle.

4. Benefits of Syncing Customer Data Between Your CRM and ERP
System
Syncing customers between your Customer Relationship Management (CRM) system and your
Enterprise Resource Planning (ERP) system is essential for maintaining accurate and up-to-
date customer information across the organization.
Here are several reasons why syncing customers between these systems is beneficial:
Data Consistency: Ensuring that customer data is consistent across systems prevents
discrepancies and confusion. When a customer updates their information in one system (such
as their address or contact details), that information should be reflected in both the CRM and
ERP to maintain accuracy.
Improved Customer Service: Syncing customer data allows sales, marketing, customer
service, and accounting teams to access the same information. This means customer service
representatives can have a complete view of the customer's interactions, orders, and
preferences, leading to more personalized and efficient service.
Order and Sales History: When CRM and ERP systems are synced, sales teams can have
access to customers' historical data, including past orders, payments, and invoices. This
information is invaluable for sales representatives when engaging with customers, upselling or
cross-selling products, and understanding customer buying patterns.
Efficient Order Processing: When a salesperson creates a new customer record in the CRM
system, that data should seamlessly flow into the ERP system to enable efficient order
processing. This integration ensures that orders can be processed quickly and accurately
without manual re-entry of customer details.
Marketing Campaigns and Segmentation: Marketing teams can benefit from synced
customer data by creating targeted campaigns based on purchase history, preferences, and
behavior. CRM data can be used to segment customers effectively, and this segmentation can
be applied in the ERP system for tailored marketing and promotions.

5. Financial Reporting and Invoicing: Syncing customer data ensures that invoicing and
financial reporting are accurate. When a sale is made in the CRM system, it should
automatically generate an invoice in the ERP system, linking the customer's account and
purchase details.
Inventory Management: For businesses that manage inventory, syncing customer data helps
in demand forecasting and inventory planning. Sales data from the CRM can inform inventory
levels and purchasing decisions in the ERP system.
Streamlined Workflows: Automation of processes between CRM and ERP systems reduces
manual data entry and the potential for errors. This streamlines workflows and allows teams to
focus on more strategic tasks rather than administrative work.
Compliance and Security: Keeping customer data synchronized ensures compliance with data
protection regulations. It also enhances data security by reducing the risk of data breaches that
can occur when information is spread across disconnected systems.
Scalability: As a business grows, having synced customer data between CRM and ERP
systems allows for seamless scalability. New sales channels, products, and customer segments
can be easily managed with integrated systems.