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CT Smart Order - Salesforce Agentforce Order Assistant

CT Smart Order automates complex order management to boost sales efficiency

Overview

CT Smart Order is an AI-powered assistant for sales representatives in the Consumer Goods and Consumer Health industries, automating complex orders, managing deliveries, promotions, and availability with precision—saving time and maximizing efficiency.

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  • Smarter Order Management:   •  Custom commands allow flexible order structuring, including bulk modifications and delivery shifts.   •  Automated order templates simplify repeat ordering, reducing manual entry.

  • Time Savings:   •  AI automates complex order replication, including delivery scheduling, reducing manual work for sales reps.   •  Customizable cloning and automated adjustments minimize manual edits.

  • Enhanced Productivity:   •  AI-driven automation ensures higher accuracy, reducing errors in order duplication and modifications.   •  Instant adjustments to stock availability, promotions, and deliveries optimize order execution.

  • Increased Sales Opportunities:   •  Dynamic discount optimization helps sales reps suggest better deals, maximizing upselling potential.   •  AI-driven promotion management ensures customers receive the best active offers.

  • Improved Customer Experience:   •  AI proactively manages unavailable products, offering smart substitutions and delivery adjustments.   •  Real-time responses to last-minute order changes enhance reliability and service.

Sales representatives frequently replicate past orders for repeat customers, ensuring consistency while adapting to product availability, delivery adjustments, and promotional opportunities. CT Smart Order leverages AI-driven automation to streamline this process, enhancing efficiency and accuracy through Agentforce actions:   •  Clone and adjust past orders, including delivery schedules and intervals   •  Verify product availability, suggest alternatives, or shift deliveries   •  Manage promotions by adding, modifying, or removing promo items   •  Optimize order value by suggesting quantity increases for better discounts   •  Create order templates with zero product quantities for quick reordering   •  Execute custom modifications based on specific sales strategies This ensures smarter, faster, and more flexible order management, reducing manual effort while maximizing sales potential.

Categories

Business Needs
Sales
Quotes & Orders
Sales Productivity
Industries
Consumer Goods
Healthcare & Life Sciences
Retail
Personas
Marketer
Sales Representative / Manager
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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