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Moving Away from an Order-Taking Culture: 5 Strategies for OEM and After-Sales Leaders

In today's dynamic business environment, staying competitive requires a more dynamic approach to utilizing your organization's valuable resources. As an OEM or after-sales leader, your teams should be focused on delivering exceptional products, enriching customer experiences, and driving revenue growth. However, some companies still rely on outdated practices, operating as mere 'order-takers' and spending a significant amount of time on administrative tasks, rather than adding value to their customers. And adding value can make a massive impact for OEMs.


If your organization is more focused on order-taking tasks than creating value for your customers, you may be at risk of falling behind. Here are three telltale signs that your organization operates as an 'order processing center':


1. Customer service teams are spending most of their time responding to customer inquiries for parts identification, price, availability and order-related tasks.


2. The organization is relying heavily on manual workflows and paperwork to manage orders, returns, and warranty claims.


3. The organization is not leveraging technology or automation to streamline processes, reduce errors, and improve customer experiences.


So, what can you do to move away from an order-taking culture and start focusing on value-adding activities? Here are five strategies for OEM and after-sales leaders to consider:


1. Implement a digital self-service platform - One of the most effective ways to reduce the burden of order-taking on your customer service teams is to provide customers with self-service options. This can include customer or dealer portals that allow customers to access product information, place orders, track shipments, and request support without having to engage with customer service representatives every step of the way. By enabling users to self-serve, you can reduce the volume of calls and emails your customer service teams receive and free up their time to focus on more strategic activities.


2. Automate order processing and fulfillment - By integrating EDI and ERP systems, businesses can streamline their operations, reduce errors, and improve customer satisfaction. Automated order processing and fulfillment allows businesses to allocate inventory, generate pick lists, and create shipping labels automatically. This helps in reducing the burden on customer service teams and allows them to focus on more strategic initiatives. Additionally, automation provides real-time visibility into inventory levels, order status, and delivery tracking, which enables businesses to proactively manage their operations and improve customer service.


3. Use data analytics to anticipate customer needs - Rather than waiting for customers to contact you with their needs, you can use data analytics to proactively anticipate their needs. By analyzing customer behavior and buying patterns, you can identify which products or services they are likely to need next, and offer them personalized recommendations or promotions that encourage repeat business. This can help you build stronger customer relationships, increase revenue, and reduce the need for reactive order-taking.


4. Invest in training and development for customer service teams - While digital self-service and automation can help reduce the burden of order-taking on your customer service teams, they still play a critical role in ensuring customer satisfaction. That's why it's important to invest in training and development programs that equip your customer service teams with the skills and knowledge they need to handle complex inquiries, resolve customer issues, and provide exceptional service. By empowering your customer service teams to add value, you can differentiate your organization from competitors and build a loyal customer base.


5. Create a culture of continuous improvement - Finally, it's important to create a culture of continuous improvement that encourages experimentation, innovation, and collaboration across your organization. This can include regularly reviewing and analyzing customer feedback, identifying areas for improvement, and testing new processes and technologies to drive efficiency and customer satisfaction. By embracing a culture of continuous improvement, you can position your organization for long-term success and move away from a culture of order-takers to a culture of value-creators.


The pressure to deliver more value to your dealers and customers is greater than ever, and organizations that fail to prioritize this risk losing market share. By implementing the steps outlined in this blog, OEM and after-sales leaders can optimize their operations, improve customer experiences, and set themselves up for success in the years to come.


Ready to take your after-sales strategy to greater heights? We can help. Get in touch for a strategy session or for a demo and discussion of our solution.



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