Link e-commerce website-Sage- Act- courier booking

[ToolsandPowertools]

We have several websites and find ourselves entering the same customer data into various applications upto 4 times for each order.
At present, if we have a telesales order, we have to do the following steps:
1. Enter customer payment details on virtual terminal (if websale, print off the order)
2. Enter same details on Act crm
3. Link to Sage, then create invoice and delivery note
4. Enter customer details on delivery service site
5. Email delivery note to pallet delivery company
6. Enter consignment no. and any notes on ACT crm.
7. Post invoice to customer

What we need to happen:
1. If telesale, enter the customer details, order details and payment details on back office, if websale the customer enters this information.
2. Approve payment with virtual terminal- first click
3. Enter on ACT crm- second click
4. Enter customer details on Sage- third click
5. Enter order details on Sage- forth click
6. Enter payment details on Sage- fifth click
7. Select courier and send delivery details- sixth click
8. Send delivery confirmation email & invoice and/or text message to customer- seventh click

With the above system, each order would take a matter of seconds to complete in the case of a websale and a couple of minutes in the case of a telesale.
With our present system, it can take 10 minutes to go though the order process - this has been acceptable until now, as each order was a relatively high order value and orders would not exceed a maximum of 10-15 a day.
Looking forward with the new www.toolsandpowertools.co.uk website, average order values will be lower, but the quantity of orders will be considerable higher. We need to automate the whole process.

Is there an off the shelf system that links the above processes together?

Any suggestions would be greatly appreciated - what systems do other e-commerce businesses use?

Roland Llewellin

 

[Brightpearl]

Hey there Roland

You're not alone! You might be very interested in what we have to offer - it's a single web based solution to run everything in one application. Businesses generally start out with fragmented software apps, and when they get to a certain size/busyness they find that re-entering data into all of them is a complete nightmare.

Migrating across to a new system may sound a bit daunting, but it's something that you might want to consider sooner rather than later; it often removes many ceilings within the company to let you grow even faster!

Sage and ACT are very common pieces of software, so we have tools to help you migrate all your data very easily.

Have a look at our site, and feel free to PM or send an email if you have any questions, I'd be glad to help.

 

[ToolsandPowertools]

Thanks for the info, but I need a system that sends the customer delivery details to our courier - UPS for upto 30kg and Palletways for 30kg+.

Cheers,

Roland

 

[blloyd]

I think you have hit the limitations of Act! in that it provides certain functions very well, but once you want to go beyond them you will run into all kinds of trouble. There are definitely systems integrators out there who would be able to produce the middleware you need to make this specification a reality but they don't tend to come cheap.

It is definitely worth googling Act developers but it may also be worth costing up a platform which does everything in one interface as I suspect you will find the prices work out similar. We have had some dealings with Project Support in the past and I believe they should be able to come up with something according to your needs.

If you need an alternative however, Junari offer a platform called junariCRM which does everything you ask for in one interface!