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Your Comprehensive Guide To eCommerce Automation For 2022

September 5, 2021 |

Broadly eCommerce automation is the use of technology to assist eCommerce firms in increasing sales and staff efficiency. Businesses may reduce order costs, redirect employee effort, and provide tailored client experiences by automating eCommerce operations.

A typical eCommerce automation consists of a set of configurable and customized activities. Automation is made up of three parts: 

• The first is a trigger event, which indicates that the automation should begin. 

• The condition that describes what the automation will perform comes next. 

• Finally, the outcome is an activity that fulfills a function without the need for human involvement. 

Many procedures occur between the time a consumer puts order and the time it gets in their hands. After retrieving and processing the order, inventory must be chosen, packed, and sent.

What are the examples of eCommerce Automation? 

Electronic trade automation can take several forms such as identifying and marketing consumers, standardizing visual merchandising, simplifying tracking and reporting, and stopping high-risk orders. The aim is the same for every workflow: duties are simplified. 

Some instances of manual tasks are reduced below: 

  • Stock Fulfilment: when When an item is in stock, an e-mail or SMS, or Facebook message should be triggered by the client. 
  • Inventory levels: Unpublish items and give your marketing team a slack message or email to help them halt advertising.
  • Bestsellers: Add out-of-stock goods when they are back in stock to the online shop. 
  • Customer loyalty: Tag high-value consumers automatically for separation and inform customer service of sending a customized Thank You message to customers with e-mail addresses or tags such as “Loyalty Member” or to discounts and/or unique shipping regulations. 
  • High-risk orders: identify and report high-risk orders immediately to internal security personnel, like if a bot purchase all of the stocks rapidly.
  • Donations management: monitor the funds contributed using Slack and a table. 
  • Order tagging: tags are shipping areas limited and retain customers’ money for shipments to certain places. Alert the personnel to provide credit to consumers for their next purchase or reimbursement. 
  • Preferences: Show and conceal customer criteria payment choices, such as order history, location, and device
  • Channels: Customers that buy through certain sales channels, such as Amazon, Facebook, Pinterest, and others, can be identified, tagged, and segmented. 
  • Sales: Price adjustments and promotions for certain periods 
  • Discounts: At checkout, adjust pricing based on product combinations, quantity, or client geography. 
  • Product Releases: Preload new items and concurrently post them to your shop, social media, apps, and sales channels. For seasonal promotions or product releases, you may roll out and roll back full theme changes.

How do you automate your business? 

There are several advantages to automating your eCommerce activities, including decreased burden, greater productivity, happier customers, and more sales. But how exactly do you get started with automation? Simply follow these simple steps to begin automating your eCommerce company. 

Determine what should be automated. 

Find out what can be automated? 

Several procedures in eCommerce can be automated. In general, any task that consumes time is repetitive and necessitates manual data entry should be automated. Order processing, order tracking, and inventory management, for example, are excellent candidates for automation. It is also necessary to update product information, price, and payment choices across several eCommerce outlets.

Choose the right eCommerce automation solution.

There are several eCommerce systems on the market. It might be difficult to choose the solution that offers the features and functionalities required for successful automation. As you investigate suppliers, you will have a deeper understanding of their strengths and shortcomings. You’ll learn how they manage data such as product, order, customer, inventory, and fulfillment both inside and between systems. When evaluating vendors, don’t forget to request case studies or testimonials. Not only will you get knowledge from individuals who have been on the ground, but you may also get answers to questions you didn’t realize you had.

Relying on pre-built connectors.

Automation becomes easier when your existing systems have ready-made connectors and can interface with your eCommerce platform. You will not need to engage outside assistance or spend time establishing and deploying integrations. This is especially true if your vendor includes connections that can transport product, order, customer, and other data between your systems in real-time and reliably.

Real-time processing of your data.

Follow-ups, inventory updates, shipment updates, and more are all responsibilities of most sales and support personnel. The goal of real-time automation is to eliminate the need for people to manually press buttons, switch between applications, or enter data into Excel spreadsheets. Ensure that your data is synchronized and sent in real-time, rather than in batches, since this may negatively impact your client experience.

Keep track of your data and make sure it’s accurate.

Business operations necessitate a high degree of data transmission between systems, which necessitates a high level of data accuracy. Every transaction’s data flows are documented via automatic audit trails and logs. Look for solutions that allow you to manually resend, recheck, or repeat tasks. Maintain and check the completeness, quality, and security of your data using a procedure.

Create a winning support group. 

Your systems should, in theory, run like clockwork. You must, however, have a staff in place that has 24/7 access to your integrations in case of a mishap, problem, or query. So, if an order or return does not function as planned, you respond fast, begin working on a solution sooner and tell your customers as soon as possible.

What are the challenges for your eCommerce automation? 

Your sales, marketing, CRM, ERP, and fulfillment platforms remain disconnected from each other. 

To manage their marketing, sales, order processing, and shipping activities, digital commerce firms rely on various platforms. Customers get erroneous inventory levels, untraceable orders, or incorrect shipping data when data is duplicated or difficult to discover across systems without eCommerce automation. 

Data transmission across systems is automated with the aid of integrations, and the data is kept consistent and standard. You may work from a single source of truth and make processes more efficient when data is constantly up to date.

You can try integration-platform-as-a-service (IPaaS) such as DCKAP Integrator or Boomi. These platforms integrate all your information in one place and eliminate data silos while seamlessly flowing business information between all your platforms automatically. For example, you can connect your SAP Business One ERP with Magento and Salesforce via a platform like DCKAP Integrator.  You can learn more about this here.

Your employees are tasked with doing manual systems and activities that take numerous stages. 

Most eCommerce salespeople only engage with consumers for half of their time. Shuffle papers and conduct manual data entry is a bad use of customer-facing staff time, especially if the sales process is repetitive or requires several manual steps to complete a task. 

You can reallocate time, money, and human resources to more essential parts of your organization when you make business procedures faster and easier using eCommerce automation. 

You don’t have enough data to make educated decisions and handle development. 

Your expenditures and the quantity of time you must devote to your eCommerce business will rise as your business develops. Simultaneously, additional financial, operational, inventory, and customer data is created. 

More data doesn’t hurt your business; it makes you a better decision-maker when you use the appropriate eCommerce tools. You can produce contextual, relevant reports when you have the appropriate data and it is accurate. This gives your eCommerce team the tools they need to keep on top of consumer expectations, provide tailored content, and make sound business decisions with eCommerce automation.

Advantages of eCommerce automation

  • Efficient Processes: Every work performed by the eCommerce and sales departments is critical, yet operations like filing and data entry are extremely repetitive, time-consuming, and error-prone. You may believe you’ve built efficient procedures when, in reality, you’ve unintentionally created bottlenecks in your business. 

Over 85 percent of B2Bs are understanding that their eCommerce strategy is an untapped income potential, according to Oro’s study.

  • Data Accuracy:  Poor data quality may cost organizations anywhere between $9.7 million and $14.2 million per year, according to Gartner

In eCommerce, precise data management is essential. Order details, customer information, and inventory quantities produce a massive volume of constantly changing data. If this information is provided manually, there is always the possibility of human mistakes. In a large eCommerce business, even a little error may quickly escalate into major issues that affect customer experience and order fulfillment – often without you even realizing it.

  • Productivity: Smart businesses are always looking for innovative methods to get the most out of their resources, which includes human resources. Businesses can keep their staff busy using eCommerce automation technologies, which leads to higher employee engagement and a more satisfying work environment. 

B2B eCommerce automation, according to RetailTouchPoints, may boost team productivity by 45 percent and overall revenue by 49 percent.

  • Customer experience: A customer experience promoter has a lifetime worth to a firm of 600 to 1,400% that of a detractor, according to Bain

Customers are increasingly seeking purchasing experiences that are memorable, simple, and time and money-efficient. Customers love being able to track their orders and receive up-to-date inventory and fulfillment information. Businesses that make it simple for customers to manage their purchases, shipping, and returns without involving employees save money in the long run and develop customer loyalty.

  • Sales: Product suggestions, such as upselling, account for 10-30 percent of eCommerce sales, according to Forrester. Personalization and incentives are crucial for increasing sales and average order values, and automation makes it possible to use these methods consistently. You may, for example, customize price computations, discounts, promotions, shipping choices, and any other incentives based on the consumer or customer class. You may also establish minimum and maximum order restrictions automatically to assist you to meet your minimum order value or revenue targets with eCommerce automation.

360° Improvement through eCommerce automation

Leaders, managers, teams, and whole departments benefit from automating eCommerce operations. The following are some of the ways that eCommerce automation may help various company functions with eCommerce automation: 

Company Management 

Managers want current sales and customer information to make strategic decisions and expand the company. They must integrate their eCommerce system with ERP, CRM, PIM, eProcurement, and other systems to retain visibility across platforms. Managers can make well-informed choices to move the organization ahead when data is integrated and automatically displayed in an easy-to-read style via bespoke reports and dashboards through eCommerce automation.

Operations Management 

Automations are used by operations managers to increase the efficiency of routine procedures like sales, inventory monitoring, shipping, and product management. The automated segmentation, tagging, and routing of items or orders based on unique characteristics make their job easier. Quotes, contract negotiations, and automatic reordering of supplies, low-stock items, and other operations can all be automated.

Marketing Management

To establish successful marketing campaigns and maximize advertising expenditure, marketing teams want precise data on customer behavior and product information. Marketers may tailor promotions, goods, prices, and delivery choices using automation. They may develop higher converting campaigns that make the most of their marketing money by utilizing customer criteria to increase audience targeting or using inventory data to better promote particular items with eCommerce automation.

Customer Success Management 

Customer success managers must be able to recognize when it is appropriate to cross-sell, up-sell, or offer further assistance to customers. They should follow up with consumers at key points in the purchase or return process, such as when they utilize an offer, buy a certain product or quantity, or want assistance with eCommerce automation. 

Top examples of eCommerce automation 

Champion Products

eCommerce automation

Established in 1991, Champion Products Corp has evolved into a full-service distributor with a vast range of 9000+ products. They include paper products, bags, films, and other packaging products, janitorial supplies and maintenance equipment, personal safety products, and more.

Champion Products wanted to use the power of integration to free up their employees’ time for increased productivity and focus more on revenue-generating tasks. They got in touch with DCKAP Integrator to integrate their eCommerce store and their ERP with important business use cases to ensure continual data synchronization between the systems through eCommerce automation.

With DCKAP Integrator, Champion Products have been connected, they can manage sales orders, leads, contacts, and marketing campaigns in a streamlined system. And irrespective of how or how many orders are placed, they are set to sync in real-time causing no worry whether data is updated at all the critical touchpoints in timely intervals.

Integration by DCKAP Integrator also helped to eliminate manual data entry and thereby reducing costly data errors. The team can place full focus on order fulfillment, making sound business decisions, resolving customer queries sooner, and achieving streamlined business (and happier customers) with eCommerce automation. 

Marysville Marine Distributors

eCommerce automation

With over 100 product lines and 5000 plus dealers nationwide, Marysville Marine Distributors provide engines, generators, parts, and accessories to the marine market. They ship to all 50 states and most countries around the world.

Marysville wanted to digitally transform the way they do business. And a box long pending to be ticked for them was their ERP and eCommerce Integration. They wanted all their critical workflows to be synced.

And wanted to say no to manual data entry. Because it is not only susceptible to human error but also is a time-consuming business process; especially on the day-to-day for them.

DCKAP Integrator eCommerce automation workflows to provide the best possible experience for Marysville’s customers and employees alike. This way, the process has now been streamlined, accessible, quicker, and more real-time. The synced data helps identify immersive processes and workflows to give valuable insights into how to optimize data for the betterment of the business.

With critical data connected at both ends without any hassles and in real-time, the employees can rest assured about data migration without the need to daily do manual data entry and matching work, which would eat up a lot of time. Do business without barriers or bottlenecks. That’s what Marysville wished. That’s what DCKAP Integrator did eCommerce automation. 

Bosch Hydraulic

eCommerce automationBosch Hydraulic, established in 1995, manufactures a range of hoses, including hydraulic, industrial, pneumatic, air brake, power steering hoses, and more. They also stock hydraulic and industrial hoses and fittings, adapters, and quick couplers. Great customer service and a one-stop-shopping environment are what drives them forward.

Manual Data Entry eats up both time and resources. The efforts that were being spent on entering and locating data can very well be used elsewhere which would bring more revenue to the company. Bosch Hydraulics decided to put an end to Manual Data Entry and wanted to integrate their ERP and eCommerce for better operational efficiency.

The business-critical information that was earlier scattered is now synced and streamlined to and fro between ERP and eCommerce (BigCommerce and P21) making it easier to access data. And now exists a single source of truth that stands as a testament of customer order information, product data, and more than can be distributed to all the channels.

Earlier, the barrier with product data was also fulfilled. A lot of assembly products can now be fulfilled.

eCommerce automation allows for e-business growth

Digital commerce is a complicated process with a lot of moving pieces. Stakeholders, consumers, and workers are all part of the success formula. Then add in product information systems, customer acquisition and retention strategies, and customer assistance throughout the purchase process. Adjust as needed while baking under the watchful eye of management. 

It’s difficult to focus on the high-value elements of your organization without automation to remove, simplify, or enhance these activities. Long-term success and business growth necessitate a focus on doing things properly and doing the right things.

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Chai was a product marketer at Cloras (now DCKAP Integrator) ☁️ He is a coffee evangelist, a bibliophile, and constantly forgets to water his house plants.

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