Offer substitutions the moment an order backorders
Every hour, WebRun checks rfxcel for orders that cannot be fully filled from available inventory, looks up therapeutic-equivalent substitution options and the account's ordering history in Salesforce, and posts your sales rep a Slack alert with the backorder and substitution options so they can call the customer personally.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I offer substitutions quickly when a pharmaceutical order backorders?
WebRun checks rfxcel every hour for orders that cannot be fully filled, looks up therapeutic-equivalent substitution options and the account's history in Salesforce, and posts the owning rep a Slack alert with ranked substitution options and the expected restock date. WebRun never contacts the customer directly. The rep always makes that call personally.
- Reps hear about a backorder within the hour, not after the customer complains
- Every alert includes ranked substitution options and a restock date
- Customer contact always stays with the rep, never automated
Built for pharmaceutical wholesalers · drug distributors · sales operations teams · customer account reps
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.rfxcel.comin a real browser with your saved login - no setup, no API keys. -
1
rfxcel - find orders that cannot be fully filled
rfxcel.com How to Automate rfxcel
WebRun opens rfxcel to find orders that cannot be fully filled. - Check rfxcel for orders where available inventory cannot fully cover the quantity ordered
- Capture the SKU, shortfall quantity, and the customer account
- Note the expected restock date if one is on file
Done when Every order with a shortfall is captured with the SKU, quantity short, and account.
-
2
Salesforce - look up substitution options and account history
salesforce.com How to Automate Salesforce
WebRun opens Salesforce to look up substitution options and account history. - Look up the account's owning rep and recent order history
- Find therapeutic-equivalent or comparable-pack-size substitution options in stock
- Rank the substitution options by closest match to the original order
Done when The owning rep is identified with ranked substitution options for the shortfall.
-
3
Slack - alert the rep to call the customer
slack.com How to Automate Slack
WebRun opens Slack to alert the rep to call the customer. - Post the backorder and substitution options to the rep directly, @-mentioned
- Include the expected restock date as an alternative to substituting
- Leave the customer conversation to the rep. Never contact the customer directly
Done when The rep has the backorder, substitution options, and restock date in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it contact the customer about the backorder directly?
No. WebRun only posts an internal Slack alert to the owning rep. It never emails or calls the customer on its own, that conversation stays with your rep.
How does it choose a substitution?
It looks for a therapeutic-equivalent product or a comparable pack size that is actually in stock, ranked by closest match to what the customer originally ordered.
What if there is no substitution available?
The rep still gets the alert with the expected restock date, so they can set the right expectation with the customer instead of finding out from a complaint.
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