Customer Experience

Distributor’s Tips to Automating Orders

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Manual order handling slows reps down, creates errors, and leaves customers waiting. 

With margins tight and competitors moving faster, distributors need automation to serve customers faster and capture more orders. 

Here are three ways order automation speeds delivery and improves accuracy, without adding more work:

Tip 1: Send Automatic Quotes with AI

What to fix:

  • Slow manual quotes
  • Lost sales when customers shop elsewhere
  • Inconsistent pricing or formatting across reps

How:
Use AI-powered quote generation to create accurate, branded quotes instantly. Automated workflows ensure that every quote is sent out quickly and in the correct format.

Result:
Faster quotes keep customers engaged and encourage them to buy from you — not become another dormant account ordering elsewhere.

Tip 2: Send Automatic Order Status Updates

What to fix:

  • Customers calling for updates
  • Reps wasting time chasing ERP details
  • Frustration when customers feel left in the dark

How:
Link your ERP to automatically send delivery confirmations and status updates. Customers get real-time updates with no extra effort from reps. 

Result:
Clear, proactive updates build trust and reduce time-consuming back-and-forth.

Tip 3: Track Buying History and Patterns Automatically

What to fix:

  • Missed upsells with repeat buyers
  • Reps relying on memory 
  • Data silos hiding valuable sales trends

How:
Automated tracking syncs every purchase, conversation, and quote into one central profile. Reps see buying history and patterns to re-engage accounts and suggest add-ons.

Result:
Smarter selling that drives more orders and maximizes customer lifetime value.

Bottom Line

Automation doesn’t replace reps — it removes busywork. With AI-generated quotes, automatic updates, and tracked buying patterns, distributors turn the counter into an engine of speed, accuracy, and growth.

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