5 common mistakes of webshop sales automation

StartUp webshops or webshops with a low turnover can manually handle their inventory, sales and all of the processes within the system. But larger eCommerce companies have a bigger workload so they need to automate these processes to improve the workflow, reduce time consuming and increase profits to be able to keep scaling and managing everything.

Sometimes an integration solution is not implemented in the right way, the result of which is an automation solution not working properly and not adding the intended value. 

At Wedoio we are specialized in integration and automation solutions and will here share our experience of the 5 most common mistakes within sales automation so you can ensure the best automation possible and add extra value to your company.

Mistake N1: Keeping records in office programs (such as Excel)

If you own a small webshop, in which you have about 20-30 items and it makes a couple of sales daily, perhaps, Excel is enough for you to process your bookkeeping. At the beginner level of running an online shop, it is simply not profitable to invest in automation.

But as your business grows, it will become more difficult to work using Excel, as there’s a high risk of errors and inaccuracies appearing. You should also have control over the turnover and accounts from different devices, let it be laptops or smartphones, and even from home.

You can solve this problem by connecting special accounting automation solutions.

Mistake N2: Lack of synchronization of webshop data with suppliers

In most cases, webshops operate without their own warehouse, supplying goods directly from supplier companies. Managers receive data on stock balances from partners every day or as agreed, using Excel.

As the business develops, the number of suppliers increases, which negatively affects the efficiency and reliability of the information. The problem is eliminated when connecting a CRM system, which automatically controls price updates from Excel.

Mistake N3. The client does not receive automatic notifications about the dispatch and delivery of the order

Without setting up automatic notifications about the status of the order, managers have to spend their own and others’ time talking with customers over the phone, which is extremely inconvenient.

It's good if you need to inform the buyer about an additional discount on the product: such a call will only please the client. But distracting people with cold calls for any reason is inconvenient, and it is also burdensome for the employees.

You can reduce the number of cold calls by connecting an automated solution of sending SMS and emails with notifications about the delivery time.

Mistake N4. Keeping records of orders in different places

To place an order, customers can:

• go to the corresponding page of the webshop, hit the order button and fill out the form, which is what most of them do,
• make a call or leave a chat message, when they need more information or some help placing the order.

If the company sells both offline and online, then it is more likely that there are separate accounting systems that are maintained separately. Therefore, there may be no information about previously made purchases, which makes it difficult to resell.

The second problem is the placing of an order by the manager directly in the form of the webshop during the conversation with the buyer. This happens quite often because this approach is convenient for the seller and the client, but it complicates the further analytics (as it is not known who created the order).

This problem is fixed when webshop employees are connected to a webshop integration system. Let’s move on to the last common mistake, and then we’ll talk about how to integrate an automation solution to fix all of the issues.

Mistake N5. Key metrics on purchases and returns are not analyzed

How do these errors appear?

First, if the online store uses analytics software that does not provide detailed information about orders. Secondly, if data is collected, but not used to optimize work, referring to the fact that it is not so important for a small business.

But experienced marketers recommend analyzing webshop activity from the very beginning. Don't you want to understand why, for example, customers fill out an application or add items to the cart but do not pay for them? The collected indicators help to study the target audience, better customize contextual advertising, email newsletters, and other advertising tools.

A quick pause here: Wedoio recommends reading our article on what the 4 common obstacles are that webshop owners experience and getting the full and detailed information about how to run a successful online shop.

So, why are we gathered here today...?

… to witness the joining of two… no-no-no, that was a joke!

We are here to inform you about a system called an automation solution. At Wedoio, we help eCommerce enterprises automate their workflows by integrating an Uniconta cloud-based ERP system into their webshops. 

Uniconta is an ERP system that keeps track of finances, inventory, projects, production, and logistics, which helps your business become more digital. It provides time savings on your daily routines, searches, document retrieval, and business management. All of your data and documents are safely stored and always accessible in the Uniconta cloud.

Wedoio works with WooCommerce, Shopify, Magento 2 webshops, financial systems like November First, time registration apps like Intempus, and many other process automation solutions: webCRM, Ordrestyring, Easyproject and so on. 

Integration between business systems creates value within the company, provides better data, and ensures that data is correctly synchronized between different systems, with a minimized amount of manual processes. Wedoio has a wide range of solutions that can secure your data, as well as help you improve the data flow and rational workflows, and focus on the most important parts of the business.

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