Salesforce
Order Management
(OMS)
What is an Order Management System?
An Order Management System (OMS) is a crucial tool that allows your company to track sales, process customer orders, manage inventory, and streamline the fulfillment process, ensuring a seamless digital commerce experience. By intelligently managing and harmonizing all steps from shopping to shipping, Salesforce Order Management helps you meet (and exceed) customer expectations in modern shopping.
It oversees the entire order lifecycle—from order capture to fulfillment and returns—integrating with the Salesforce platform to enhance customer relationship management and improve overall business operations. Built directly on the Salesforce platform, it can operate independently as a standalone system or be used alongside other complementary Salesforce cloud products.
How does an Order Management System work?
An OMS integrates various processes, including order capturing, inventory management, and shipping label generation, to create a seamless order management process. It efficiently routes orders from multiple sales channels, ensuring that customer orders are processed in real time. This system enhances customer experiences by providing visibility into order status and facilitating returns and refunds.
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Solutions
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Salesforce Commerce Cloud
Advantages of a Salesforce Order Management System
Rather than relying on diverse systems and scattered data, Salesforce OMS coordinates everything into a single automated system, efficiently managing the entire order lifecycle. This approach reduces delays and provides your customers with a unique experience across multiple touchpoints.
Key benefits include:
- Unified experience: Everything is clearly visible and up to date in one place, enhancing customer service.
- Fast and efficient interaction: Easy monitoring on one screen, plus self-service facilities (e.g., tracking, amendments, cancellations), allows for quick responses to customer inquiries.
- Cost-efficient implementation: Implement the system quickly without the need for extensive development, thanks to a drag-and-drop interface.
- Standard integration: Seamlessly integrate with Salesforce Commerce, Service, and Marketing Cloud, facilitating order capturing and providing a clear inventory for customer service teams.
- Omnichannel capability: Integrate with external systems and manage inventory across physical stores and online platforms through accessible APIs.
Moving Forward with Salesforce Order Management
What are the next steps?
If you run a business that involves processing orders and sending products to customers, an OMS is essential for streamlining the entire lifecycle—from purchase to delivery. We can help you implement an efficient order management system tailored to your needs.
Want to discuss your current OMS issues or shortcomings? Interested in a deep dive on the features and roadmap, or organizing a demo? Contact us for more information.
