Every sales representative's role is a balance between active selling and back-office tasks.
Often, salespeople find themselves spending valuable time on administrative work such as data entry and document uploads—tasks that don’t generate direct value but are essential for delivering products or services.
This back-office work takes away from the time salespeople could be dedicating to selling, leading to inefficiencies, delays, and manual errors that can affect overall quality.
By automating these tasks, companies can:
- Free up time for sales teams, allowing them to focus more on revenue-generating activities.
- Eliminate human errors and delays associated with manual processes.
- Improve the overall quality of customer interactions and service.
How We Used Automation
At Wetraba, we implemented an smart solution to automate the sales back-office process.
Here's how it works:
- Automatic Data Extraction: The automation begins by extracting relevant information directly from customer order PDFs.
- System Access: It then logs into the company's ERP system to process the necessary information.
- Data Entry: Finally, the extracted information is automatically entered into the ERP, ensuring accuracy and speed without the need for manual input.
Benefits
Automating sales back-office tasks not only boosts productivity by allowing sales teams to focus on what they do best—selling—but also improves the quality and efficiency of your operations.
By eliminating delays and reducing the risk of errors, businesses can offer a better experience for customers and ultimately drive higher revenue.