Order Management software

Updated: October 12, 2019

2019. Salesforce added order management to its CRM software


Salesforce announced Lightning Order Management with integration layer that allows companies to work across sales, service and marketing systems to manage orders in a seamless way. The Salesforce solution involves a few key pieces. For starters there is order life cycle management, what Ball calls the brains of the operation. Customers start by building visual order workflows. They can move between systems in an App Picker, and the information is shared between Commerce Cloud and Service Cloud, so that as customers move from sales to service, the information moves with them and it makes it easier to process inquiries from customers about an order, including returns.


2019. Sales assistant software Vymo raised $18M


Vymo, the startup that operates an eponymous mobile-first service to help salespeople manage their leads and get more work done, has raised $18 million in a new financing round to expand its footprint in the U.S. and other markets. Vymo serves as a CRM (customer relationship management) solution and also works with other popular CRMs such as Salesforce. The service helps salespeople automatically capture their business calls, visits, messages, emails, calendar and the engagement levels to better track and manage their leads. Vymo, which employs about 100 people, has amassed over 40 enterprise customers, including life insurance firms AIA Group and AXA, in seven nations. More than 100,000 salespeople use Vymo’s service.


2018. Zoho CRM enables to convert website live-chats to phone conversations



Zoho updated its unified customer experience platform Zoho CRM Plus. The new version doesn’t just allow your customers to reach out to you through the channel of their choice, it also helps your business teams switch across channels at will. Your sales reps can convert website live-chats to phone conversations, support agents can make or answer calls from within their ticket interface, and your marketers can convert social media interactions into tickets to get problems solved faster. With the bew ASAP plug-in for Desk plug-in, customers will be able to quickly find answers sourced from your business’s knowledge base, raise tickets directly, and even chat with your support agents from within your company website or mobile app. New Blueprint lets you build and automate processes that run across your sales, marketing, and support teams. Take your daily sales orders, for example: You can set up a Blueprint for your sales orders that involves both your sales and support teams so that approving a sales order in CRM will automatically create a ticket in Desk, and conversely, the sales order will be marked as “Delivered” in CRM when the delivery is completed in Desk.


2018. Shopify now allows to fulfill orders directly from your phone



Shopify app for iOS and Android now supports buying and printing shipping labels from your phone. You can create and print labels immediately, or save them to print later, and you can manage your entire shipping workflow from the palm of your hand. You also get full access to everything you currently use in Shopify Shipping, including our low rates with supported carriers (UPS, DHL Express, USPS, and Canada Post) directly in the Shopify app.