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+91 9999-121-735
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Automating Order Management System For Healthcare Product- Suwasthi’s Story

SAN Softwares transformed the entire Suwasthi’s Order Management System with SanORDO.

Success Story of Suwasthi

The Company

Suwasthi is a premium brand focused on Ayurvedic health and wellness. It is dedicated to delivering high-quality, unique, and natural products. Suwasthi guarantees superior formulations derived from nature that promise 100% effectiveness.

Why Suwasthi Needed SAN Softwares?

Suwasthi faced challenges due to insufficient integration of the Order Management System, significantly impacting the company's overall Order Management process. Therefore, this company has taken steps forward by collaborating with SAN Software to address issues by implementing our SanORDO (Order Management Software System).

Success Story of Suwasthi

Suwasthi Without Order Management System

To transition to a more traditional approach to order management, Suwasthi faced several backdrops, which include:

  • The utilization of multiple CRM for order management across various functions, such as using Zoho for leads, Shopify for sales, Courier Partner ECom, Shipway, DTDC for logistics, and WhatsApp for expedited communication.
  • The necessity to consolidate lead data from multiple platforms, including Zoho, Pebly, Excel, and Google Sheets, into a single, unified system
  • The lack of number masking, which poses potential privacy risks, breaches data protection regulations and undermines customer trust.
  • The desire for enhanced control over system access, given the absence of IP restrictions allowing users to log in from any global location, thus posing significant risks to sensitive data
  • Challenges in properly allocating leads, resulting in excessive time spent on manual lead distribution
  • To automate the payment process to streamline operations.
  • The disorganization of leads and order views hindered management’s ability to monitor order progress or resolve issues effectively.
  • The requirement for comprehensive analytical tools to produce reports, as managers found it hard to track agent performance sales metrics or identify bottlenecks.
  • Agent reliance on traditional methods increased response times and diminished customer satisfaction.

Solutions With SanORDO (Order Management Software System)

SAN Softwares has implemented robust customizations to the Order Management for Healthcare Products to effectively address Suwasthi's challenges:

  • IP-Based Access Control: By implementing IP restrictions, categorized by agent or department, to ensure secure access to the system.
  • Lead Collection: Automatic collection of leads from various sources, including Quick Reply, Pebbly, and CSV uploads.
  • Lead Allocation to Agents: Automated distribution of leads to agents based on custom-defined criteria.
  • Click-to-Call Integration: Integration of third-party click-to-call services to facilitate seamless communication between agents and customers.
  • Order Creation and Customer Confirmation: Agents can create orders within the CRM, with orders pending until customer confirmation is received via WhatsApp.
  • Payment Link Generation: Following customer confirmation, agents send a payment link through payment gateways such as Razorpay, Paytm, or Yes Bank.
  • Partial Payment Option: This feature allows customers to make payments in installments while tracking payment progress within the CRM.
  • Mobile Number Masking: Implementation of mobile number masking based on user permissions to ensure privacy and security while maintaining necessary access.
  • Automatic Payment Status Update: The CRM automatically updates the order payment status upon successful transaction completion.
  • Shopify Order Integration: Agents can transfer orders to Shopify with a single click, with order statuses syncing automatically between Shopify and the CRM.
  • Courier Integration: Once an order is dispatched to the courier via Shopify, the CRM updates the delivery status (e.g., Out for Delivery, Delivered, Return to Origin).
  • Performance Reporting: The generation of reports to evaluate agent performance, monitor sales, and measure overall operational efficiency.
  • Import of Previous Orders from Excel: Can import historical orders into the CRM.
  • Hierarchical Lead or Order View: Visual representation of leads and orders under each agent for managerial oversight, showcasing the entire lifecycle and status from lead generation to final delivery.
  • Single-Click Courier Partner Tracking: A feature enabling single-click tracking courier status from the CRM. It provides live delivery updates without the need to navigate between multiple platforms.

Results

With the help of a proper order management system, Suwasthi resulted:

  • Reduced the risk of breaches and unauthorized access, which boosted customer trust.
  • Improved the overall operation efficiency, enabling the organization to handle more leads and orders with fewer errors.
  • Enhance communication and transparency with the customers, which has improved customer satisfaction.
  • Integrating payment CRM for Order Management has streamlined the payment process, reducing delays and increasing transactions.
  • Performance reports, hierarchical order views, and historical data import allow better tracking of agent productivity and sales trends.

The Impact

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Enhanced Data Security

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Increasing Operational Efficiency

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Improved Customer Experience

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Faster Payment Process

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Optimized Performance Monitor

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Why Choose Us?

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  • 24/7 Customer Support
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  • Cost Effective Solutions
  • Experience of 25 Years
  • Excellent Integration
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