Orders

B2B Order Management with Offline Entry & Flexible Pricing

A robust, enterprise-grade order management solution that integrates seamlessly with your existing Salesforce CRM or ERP systems. It works in tandem with the CT Mobile app to enable efficient, on-the-go order processing and management.

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Orders

Features

Core Functionality

Catalog Management

Promotions Engine

Delivery Management

Streamlined Product Search and Order Creation

Quickly search, select, and add products to orders using an intuitive interface that minimizes friction for your sales team. Real-time synchronization ensures consistent data between CT Orders and the CT Mobile app, even in offline environments.

Custom Catalogs with Dynamic Assignment

Create and assign personalized product catalogs to specific customers or segments. Updates sync instantly across CT Orders and CT Mobile, ensuring reps always see the latest products.

Flexible Promotion Setup and Execution

Easily configure promotions with multi-tier discounts, product bundles, and eligibility rules. Assign them to accounts and dynamically update offers in real time.

Complete Delivery Planning and Splits

Manage addresses, delivery schedules, and order splits directly within the order interface. Customize delivery logic based on product type, holidays, or customer preferences.

Orders

Capabilities

Order 24/7 Across Every Channel

Whether your customers prefer a branded self-service portal, call-center support or field-rep entry on CT Mobile, all orders flow through the same engine—eliminating silos and ensuring consistent pricing, inventory checks and promotions.

Offline Order Entry & Sync

In low-connectivity environments—remote warehouses or on-the-road visits—reps continue creating and editing orders in the CT Mobile app. Once back online, the system automatically reconciles all changes with Salesforce and your ERP, so nothing falls through the cracks.

Advanced Pricing & Promotion Rules

Support complex B2B pricing scenarios—volume discounts, tiered pricing, loyalty points and “gift-with-purchase” models—through a click-configurable rule engine. No custom code or lengthy IT projects required, so you can launch new programs in days, not months.

Seamless ERP & Salesforce Integration

Push orders straight into SAP, NetSuite or your back-office system in real time, while mirroring every transaction in Salesforce for full visibility. This two-way sync ensures your finance, operations and sales teams all work from the same up-to-date order and invoice data.

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Orders

Automate the order taking process across any channel, reduce the risk of human error, save your organization time and money to ensure customer satisfaction.

Multi-Channel Entry – Reps, call centers and customers use the same interface for quotes, orders and approvals.

Advanced Pricing & Promotions – Configure volume discounts, loyalty points and gift-with-purchase rules without code.

Offline-First Capture – Create or modify orders in low-signal areas and sync back automatically.

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See our Bundles

Mobile

Pharma

Consumer Goods Bundle

Automate in-store audits, order entry and promo compliance all in one go—snap shelf photos with Vision, capture orders offline via Mobile, and enforce planograms via CPG.

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Mobile

Pharma

Consumer Health and Pharma Bundle

Equip your pharma and consumer‑health reps with CT Mobile’s offline CRM plus CT Pharma’s compliant sample management and e‑signature workflows—so every physician or retail visit becomes a seamless, on‑the‑spot engagement.

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Mobile

CPG / Pharma

Orders

Order Taking Bundle

CT Mobile’s field‑ready interface with CT Orders’ advanced pricing and promotions engine—enabling reps to create, edit and approve complex B2B orders offline, then sync instantly to Salesforce and your ERP.

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Mobile

Orders

Order Taking with CG Cloud

Extend your CPG Cloud with CT Mobile’s offline order entry, CT Orders’ configurable pricing rules and CT CPG’s promo & planogram management—so reps handle audits, orders and offers in one cohesive mobile workflow.

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Our Products

Discover the full suite of Salesforce-native tools designed to empower your field sales and marketing teams with offline capabilities, data-driven insights, and seamless execution—no matter where your reps are.

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Mobile

Is purpose-built to improve sales cycle performance. With on- and offline functionality, CT Mobile brings the power of Salesforce to your mobile device so your team can deliver an unparalleled customer experience.

Presenter

State-of-the-art storytelling meets data-driven presentations. With CT Presenter, you can increase customer engagement at every meeting and get game-changing data insights to improve future performance.

Vision

Execute retail audits faster with leading-edge image recognition technology. Get Al-powered data insights that increase share-of-shelf, improve on-shelf availability, and get your products in front of your customers.

CPG

Improve field sales efficiency; increase your market share. CT CPG does both by helping consumer goods and OTC pharma companies boost Salesforce effectiveness across channels, including field sales, contact center, and online.

Pharma

A Salesforce based SFA solution for Pharmaceutical companies, reducing the costs of sales and marketing strategy while improving field force management, sales enablement and ROI.

Sign

Manage and modify contracts directly in Salesforce, generate PDFs, and easily collect e-signatures to simplity the agreement process.

What customers have to say about us

We are highly satisfied with this project, which unified data from seven companies on a single platform. With Salesforce Data Cloud, we stay ahead in the market and offer exceptional service. Analyzing customer behavior helps us better understand and improve our offerings. Customertimes has been a valuable partner, ensuring smooth integration and enhancing decision-making and efficiency

Shahar Zamir

VP Information Technologies | CIO & CTO, Freesbe

So far, we have had a good partnership with Customertimes to help us support, enhance, and maintain the existing Salesforce org. We are partnering on a critical project that will be kicking off very soon. We are pleased with the quality of resources involved with this project and the work done by the Customertimes team in the discovery phase.

Pharmaceutical manufacturing client

CRM Strategy & Operations Director

Customertimes is very responsive and a great partner in our Health Cloud migration.

Pharmaceutical manufacturing leader

Senior Data Analyst

I have been very impressed with the quality of developer that Customertimes have been able to supply us and their commitment to helping us deliver big, complex, time-constrained projects.

NDA

SAP Development Manager

Good to work with, offer a flexible relationship, allowing the days worked to be increased/decreased as work arrives.

NDA

IS Project Manager

"Very professional, reliable and responsive team at Customertimes."

Wilhite Tamara

Human Resources Business Partner (HRBP), Cyquent Inc

"Very likely, have created an incredible tool that has enabled our program to expand to places previously thought impossible."

Singer-Wright Ally

Senior Director, Medical Society of Virginia Foundation

"Customertimes (CT) is a long-term strategic partner. Not only has CT consistently delivered, CT contributions have directly impacted our ability to scale and grow our organization while also innovating and elevating the services that we provide to our customerselevating that services that we provide to our customers."

Kelts Michelle

Sr. Director, Strategic Operations, IQVIA

"Bohdan and Dmitry always source amazing candidates for us often with short lead times. They are very thoughtful about the onboarding process and always help out when we need assistance. The contractors working for us right now are also doing great work. Overall we are super please with Customertimes and look forward to continuing our partnership!"

Pusateri Bryan

Product Owner, Molex, LLC

"I know we are a small customer, but I greatly appreciate the help we get when we need it and the high quality of the resource we were connected with."

Bawcom Deb

Executive Vice President, Devana Solutions

"Customertimes are big enough, good enough.., But what you guys, I think bring to the table, what I felt not just with the real leadership team, but with everyone like down to project people is the drive to try to to push things if we can do things in a different way. And that is great both for the organization and for the customer. This is embedded as a culture in in people. It's a culture in the company that I like."

Haider Alleg

General Partner, Allegory Capital

"Customertimes as a company has hands on the tech, right in a way and the data on everyday, on everyday data coming more from a business / commercial operation setting. I think it's good to be grounded on where is the tech right now in terms of evolution, in terms of possibilities, capabilities."

Haider Alleg

General Partner, Allegory Capital

"I would say that working with Customertimes is really like working with a Partner. They try to understand your needs. They don't try to oversell something complicated. They just try to make things work with you and for you and they really work hard for you. With Customertimes it's work hard play hard."

Tony Khosravi Dehkourdi

Software Engineering Chapter Lead, Pernod Ricard

"The best CT solution could be related to Salesforce, it could be related to customer services, it could be related to different areas in the company where we can bring something with value. But in this context, we need to understand how AI and machine learning can deliver more and can deliver value."

Valerie Giraud

Digital and Tech lead partner, Haleon

"It's the beginning of our relationship, and in the global area, they have connections, so for the moment, we're waiting ... for them to hear the need, find the problems, and then be able to deliver the best solution for the customer.""

Valerie Giraud

Digital and Tech lead partner, Haleon

"I think the partnership at this stage is growing very nicely. We have a very good relationship. We understand each other, which is obviously very good in a relationship. There's lots of communication going on, there's lots of development going on, there's lots of new ideas that keep on flowing and that we want to implement and maybe move towards."

Francois Kanfer

Director Global Commercial Excellence, Hartmann Group

We’ve had a good, long-lasting relationship with Customertimes for many years – more than 5 years between Customertimes and Pernod Ricard. We’ve been working on a regular basis to take into account all the innovations coming from digital platforms, especially Salesforce. These applications are the ones we use for our field sales teams and our sales management teams.

Adrien Combet

Product Owner Sales Force Automation & Global Sales Tech, Pernod Ricard

"We use the CT ipad App for Sales Reps to leverage Salesforce CRM and make it a nice experience for our sales reps in daily use. For example, if they go into a pharmacy, they are guided through [the visit] in a step-by-step approach."

Dana Winkler

Head of Sales Force Effectiveness, Stada

"The whole thing is a journey. There are solutions, but you need to customize and tailor it to your needs, so having a partner [who is] going along the journey that really understands what makes sense and can guide you [even] while you're requesting changes ... that's my impression of a successful relationship with a partner."

Dana Winkler

Head of Sales Force Effectiveness, Stada

Field sales efficiency starts here

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