Keep the context.
Order requests often arrive alongside questions, attachments, and follow-ups. A shared conversation workspace gives the team a place to manage the conversation, its ownership, and its status.
Email order processing
The email is where the order starts.
Offload connects the email CRM experience with an order-processing agent, so the customer’s request and the work it creates can be handled together.
Prepare the work.
The agent uses the order request and your available business data to prepare a draft. Staff can find the resulting order and its source request together.
Check the details.
Your team reviews the proposed order and resolves missing or ambiguous information before approval. Customer follow-up stays part of the same process.
When this workflow is useful
Consider Offload when your order desk receives requests by email and staff must manually move between the conversation, customer information, product records, and ERP order entry.
During a demo, walk through one representative request: what arrived, what staff had to look up, what required clarification, and what ultimately needed entering into the ERP. This makes the integration and review requirements concrete.
Evaluate the requests you actually receive
Bring the types of purchase orders and attachments your team handles into the assessment. Agree which formats are in scope and how missing quantities, unfamiliar product descriptions, and delivery changes should be reviewed. Support for a specific document format should be confirmed against representative examples.
Questions worth asking
- Can the team locate the original request from the order?
- Who owns clarification and customer follow-up?
- Which order details can be prepared from connected business data?
- Which exceptions require staff attention before approval?
See the connected workflow, then review ERP integration requirements and SGD pricing.