
ABOUT THE CLIENT
A mid-sized distribution company faced mounting operational hurdles processing hundreds of daily customer orders received via email and PDF attachments. Their sales support team was bogged down by manual data entry, frequent mistakes and long turnaround times, all hindering both efficiency and customer satisfaction.
CHALLENGES
Manually open, interpret, and retype order details from emails and PDFs.
Handle inconsistent order formats—attachments, email body text, and scanned documents.
Spend several hours every day on repetitive, error-prone data entry.
Slowed order fulfilment and delayed acknowledgements.
Input errors such as SKU mismatches, incorrect quantities, and addresses.
Lost opportunity for sales staff to focus on higher value work.
Scalability issues as order volumes grew.
SOLUTION
ZingWorks implemented a robust automation system integrating AI, OCR and Acumatica’s REST APIs to transform the sales order process.
AI and OCR engines scan customer emails, PDFs and scans- regardless of format and accurately extract all relevant order information.
AI parses and maps extracted data (product, quantity, delivery info, customer details) directly to Acumatica’s sales order fields, ensuring compatibility and accuracy.
Parsed orders are automatically validated and pushed to Acumatica in real-time using REST API integrations, no manual steps required.
The system monitors a dedicated inbox, processes new orders instantly and provides order acknowledgments to customers without human intervention.
BUSINESS IMPACT
Order entry time reduced from hours to minutes, freeing sales staff for strategic work.
Over 90% reduction in manual data errors.
Handles spikes in order volume effortlessly; no need to hire additional staff.
Customers receive acknowledgments and order processing updates much faster.
Sales teams focus on relationship management and growth instead of order entry.
TOOLS & TECHNOLOGIES USED


Utility
The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to:

Utility
To streamline outbound calling efforts and improve lead management efficiency, we implemented a tightly integrated solution between Salesforce and Five9. The primary objective was to accurately track call attempts, automatically disqualify leads after a predefined threshold, and ensure consistent data across both platforms. This helped prioritize campaigns more effectively, reduce time spent on non-viable leads, and enhance overall data integrity. The result is a more focused sales process, with a clear, synchronized view of lead activity and status.