We are currently utilizing Salesforce in conjunction with a proprietary ERP system for our manufacturing planning, and processing. We are looking for a solution that could help us manage our customers “incoming” Purchase Orders (PO’s) as a more automatic process in Salesforce.

Currently, customer PO’s come in via email or fax. The PO is then manually scanned and attached as a supporting document to the Order that is created. The Orders must be entered into our ERP system and are then “Synchronized” with Salesforce for look up purposes. It would be desirable to create or purchase an application that can be customized for our customers to enter minimum data needed for Order Entry and then create a Work Flow for incoming emailed PO’s so that the information is stored in Salesforce and then triggers task for an Order entry person to enter the Order in the ERP system, and better yet creates an “Order Shell” that could be imported into our ERP system to begin the Order Entry process.

We would also like a better solution for gathering information from prospective clients regarding their credit and Account information for our Account set-up and credit review process to qualify for credit approval and set the proper terms for the new Account. This is a similar scenario where data outside the organization needs to be gathered then a Work Flow created.

Has anyone run into a similar scenarios before? Any help or ideas would be appreciated.

Thanks.