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Conexiom B2B Lightning and Order Management Extension

Automate B2B Order Operations

Overview

See How Conexiom B2B Lightning and Order Management Extension Works

  • Complete the Customer 360 - The Conexiom App completes your CRM data by transforming purchase order documents into Salesforce Order records

  • Provide the same experience regardless of channel - Make every order a digital order and provide consistent customer experience regardless of how your customer orders

  • Focus customer service agents on value added work - Your customer service agents should be focused on value added tasks to support customers, not manual data entry

Conexiom’s Touchless Order Automation is: 100% accurate “Is it a 1 or an l? A 0 or an O?” Make human error a thing of the past. Data is extracted from documents as clear text, not as an image, leaving no room for misinterpretation which often happens with OCR based solutions. True touchless automation We believe automation shouldn’t need a supervisor, so we built a solution that doesn’t require a human-in-the-loop. We process documents without the need for manual intervention or review, which frees up your team for more valuable tasks. Customizable and flexible Using Conexiom’s data transformation layer, we take the business-specific knowledge that lives in your employee’s heads and create automated rules and logic – we can even lookup and cross-reference data from external systems. This lets Conexiom transform the data into the right format and field values so it can be seamlessly ingested and understood by your system. Lightning fast Conexiom extracts and transforms information from even the most complex purchase orders and delivers data to Salesforce, all in under 2 minutes, letting your human employees focus on tasks that only a human can do.

Categories

Business Needs
Quotes & Orders
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from Conexiom

  • by Conexiom
    No Ratings
    Conexiom is the only vendor that delivers the Ideal Order Platform - complex data transformations and touchless document processing with 100% data accuracy. Reduce costly and inefficient work, maximize business outcomes, and deliver superior experiences.