Empower Your Customer Service Team within Salesforce

Automate and manage sales order exceptions within your team's familiar Salesforce experience

Conexiom and Salesforce Email-to-Case

data-processing-white
Integration
Cases for emailed orders are routed to Conexiom for processing. Document processing outcomes are updated to the original case. Service Agents are notified via Case when alerts are generated.
cloud-password-white
Central Administration
Salesforce Single Sign On to Conexiom.
digital-white
Create Trading Partners from Salesforce Account Records
Upload test documents, view production documents and history, add buyer and implementation contacts.
analytics-white
Analytics
Direct access to all Conexiom dashboards and reports.

Conexiom Extension for Salesforce B2B Commerce Lightning and Order Management

verification
Validations
Live lookups to B2B Commerce Pricing, Quantity Rule and Price Adjustments. Create Carts for full Cart validations.
online-order
Delivery
Creates the Order and Order Summary records in Salesforce.
self-service
Self-Service
Sends the Cart to the Buyer to Self Service PO errors.

Conexiom and Salesforce Email-to-Case

data-processing-white

Integration

Cases for emailed orders are routed to Conexiom for processing. Document processing outcomes are updated to the original case. Service Agents are notified via Case when alerts are generated.

digital-white

Create Trading Partners from Salesforce Account Records

Upload test documents, view production documents and history, add buyer and implementation contacts.

cloud-white

Central Administration

Salesforce Single Sign On to Conexiom.

analytics-white

Analytics

Direct access to all Conexiom dashboards and reports.

Conexiom Extension for Salesforce B2B Commerce Lightning & Order Management 

verification

Validations

Live lookups to B2B Commerce Pricing, Quantity Rule and Price Adjustments. Create Carts for full Cart validations.

online-order

Delivery

Creates the Order and Order Summary records in Salesforce.

self-service

Self-Service

Sends the Cart to the Buyer to Self Service PO errors.

    How AI is Employed for Accurate Order Processing

    Advanced AI is used to recall previous iterations of the PO or the closest match when POs are seen for the first time and pulls forward the seen-before context of data and fields to expedite processing.

How AI is Employed for Accurate Order Processing

Advanced AI is used to recall previous iterations of the PO or the closest match when POs are seen for the first time and pulls forward the seen-before context of data and fields to expedite processing.

Language Detection

Accuracy in detecting languages assures the accuracy of the spelling of all words.

Layout Detection

Accuracy in detecting layouts improves recognition against previously seen POs for highly accurate contextualization of data.

Line Group Detection

Accurately sees each line as distinct to improve the accuracy of data detection and analysis within each line.

Data Extraction

Industry-leading data accuracy that improves immediately due to the quantity and quality of training data – supported by highly effective feedback learning to improve accuracy even further.

Address Parsing

Breaks down addresses into individual and grouped components to aid cross-referencing that the entire address is accurate and empowers the ability to identify multiple ship-tos and drop-ships.

Date / Number Conversion

Determines the correct default date and number formats and aligns all data to what is intended to assure that dates and numbers are accurate. e.g. U.S. MM/DD/YY vs. U.K. DD/MM/YY

Confidence Scores

AI self-assesses on the accuracy of each observation to aid the review and approval process by guiding focus only to where needed.

How AI is Employed for Accurate Order Processing

Advanced AI is used to recall previous iterations of the PO or the closest match when POs are seen for the first time and pulls forward the seen-before context of data and fields to expedite processing.

Language Detection

Accuracy in detecting languages assures the accuracy of the spelling of all words.

Layout Detection

Accuracy in detecting layouts improves recognition against previously seen POs for highly accurate contextualization of data. 

Line Group Detection

Accurately sees each line as distinct to improve the accuracy of data detection and analysis within each line.

Data Extraction

Industry-leading data accuracy that improves immediately due to the quantity and quality of training data – supported by highly effective feedback learning to improve accuracy even further.

Address Parsing

Breaks down addresses into individual and grouped components to aid cross-referencing that the entire address is accurate and empowers the ability to identify multiple ship-tos and drop-ships.

Date / Number Conversion

Determines the correct default date and number formats and aligns all data to what is intended to assure that dates and numbers are accurate. e.g. U.S. MM/DD/YY vs. U.K. DD/MM/YY

Confidence Scores

AI self-assesses on the accuracy of each observation to aid the review and approval process by guiding focus only to where needed.

McNaughton-McKay-Electric-Company-logo

We’re able to hand off more transactional tasks to machines that excel at that and let our staff do what they excel at, which is solving problems and finding better solutions for our customers.

McNaughton-McKay Electric Company

adi-logo

We are a customer focused organization, and the more time we have to spend with customers to build deeper relationships with them, the more productive we can become. Conexiom was chosen to help us achieve that greater interaction with our customers.

ADI Global Distribution

We’re able to hand off more transactional tasks to machines that excel at that and let our staff do what they excel at, which is solving problems and finding better solutions for our customers.

wim-j-headshot

Wim J.

Project Manager, Integration Expert and owner | Enterprise (> 1000 emp.)

Book Your Demo

If 100% data accuracy seems too good to be true, we would love to prove it to you.

Conexiom Platform Reports Dashboard

Book Your Demo

If 100% data accuracy seems too good to be true, we would love to prove it to you.

Conexiom Platform Reports Dashboard

Conexiom impact

0

+

Stat

0

+

Users

0

+

Organizations

0

+

Stat lorem ipsum

Read what our customer have to say

 

"Our Customer Service Reps save a lot of time with data entry now...and have better relationships with our customers. Since the data is pulled directly from our customer's PO's, the detail that is entered into our Enterprise ordering system is very accurate and trustworthy."

Christina G.

Mid-Market (51-1000 emp.)

"We simply forward their email with the PO attached and in seconds, we receive an email back stating that the order was processed... This used to be a manual process that would take hours of productivity...Now, it takes seconds to do and with two clicks we send our customers their order confirmation."

Mateo B.

Mid-Market (51-1000 emp.)

"Conexiom eliminates the manual entry and provides an easy, user friendly way of uploading orders in the system. It allows the team to be more productive and has increased the business performance."

Alicia D.

Customer Care Advocate | Mid-Market (51-1000 emp.)

"This tool frees up time on our team, allowing me to delegate more activities and expand my team's capacities. I truly believe all big corporations need to implement Conexiom as a day to day tool. It will expand your schedule and be able to do more things with your team than the time consuming order entry."

Jaime C.

Sr. Customer Exp. Specialist | Mid-Market (51-1000 emp.)

"Conexiom is the answer we needed for automating order entry. The flexibility of order styles that can be mapped and tied to our product listings is great. Once it's set after implementation, maintenance is low, and the project/support team is on top of their game. The customer portal is our one-stop shop that makes it easy to manage our accounts."

Verified User in Manufacturing

Mid-Market (51-1000 emp.)

The Hackett Digital World Class Matrix Customer-to-Cash (C2C) Receivables Creation Software Provider Perspective

Conexiom’s software excels at accelerating the customer order receipt process. Conexiom’s order management software rates favorably for customer experience and customer satisfaction metrics. Conexiom also received high marks for the percentage of business case goals achieved from the software.

graphwithlogo

The Conexiom Difference

Smartest AI

Conexiom achieves the highest AI accuracy rate in the industry at the document and field level so your team is confident – and not second-guessing.

Highest Touchless Rate

Turning inbound purchase orders and invoices into fast, accurate digital transactions requires both data accuracy and validation and correction of business rules. Otherwise it is garbage in, garbage out.

Automated Validations and Corrections

Robust framework for applying logic and rules specific to each sales order. Automated validations and a pre-configured library of common exceptions auto-apply conversions and transformations so CSRs can focus on imperfect orders where their time is valid and valued.

Enhanced Security

End phishing attacks by eliminating CSRs from opening email attachments. Robust administrative controls and privilege settings to control access to sensitive data such as productivity per CSR.

Prebuilt Integrations Support Leading ERPs

Rapid deployment ERP integrations assure alignment of sales order data with ERP requirements while enabling automated validations through robust two-way communication between Conexiom and your ERP.

Conexiom for Salesforce

Embed sales order automation within Salesforce for a single pane of glass to amplify what you can achieve within your Salesforce experience.

Users Love Conexiom

Graybar Electric

With intensive, high-volume transactions, Graybar implemented Conexiom to eliminate errors inherent in manual order entry while improving productivity. Over the last five years, Graybar has moved from a pilot of five customers to over 1,500 and recently processed 83,000 documents in just six months.

Rose McDaniel

Vice President, Field Operations and Administration

Graybar

 

Genpak

Genpak needed to transform their digital orders into touchless outcomes with 100% data accuracy. Conexiom eliminated the manual processing of sales orders so internal resources could be redirected toward customer-oriented, high-value tasks.

Darlene Bardin

Director of Customer Service

hafele-page-1

Häfele

As Häfele discovered more customers submitting orders via email, the amount of time spent manually keying in orders exponentially increased. They chose Conexiom to prioritize its customer consultations and eliminate manual data entry led Häfele America Co. to search for an efficient solution that could scale with the increased number of emailed purchase orders.