Santrio
Online customer support and automated sales order processing
"This is phenomenal! It's easy for my sales reps, and my customers are managing their own orders!" -Shay Joaquin, CEO, Troxel Helmets
Perfect for
Manufacturers, Wholesalers, and Distributors
Santrio automates order processing and eliminates redundant email and phone inquiries from your sales reps, retailers, dealers, customers, warehouse, and/or call center.
Streamline and simplify the work you do together every day — from quote to order to ship to final payment.
Special Edition for QuickBooks® Users
Here's what you can do:
-
Give your sales reps everything they need to know when talking to customers. More...
- All customer data is available to your sales reps 24/7
- Current pricing and product data is always available
- Check availability of any standard item
- No need to phone, fax, or email the office for routine questions
- Communicate with Customer Service by placing notes and attachments on customer records
- Check back order and available-to-ship details
- Check the status of any order from placement through to invoice/shipment and payment
- Submit and track credit applications as part of saved conversation strings within the customer's file
-
Give your sales reps and selected customers the ability to place orders directly into your system. More...
- View pricing and availability for each item
- Access current sales order forms and submit sales orders
- Place orders for both new and existing customers
- Select from existing customer names and addresses instead of re-entering them
- View the status of a submitted order to verify that it has been accepted and correctly entered into the system
- Get automatic notification of whether the order can be completed as written
-
Free your Customer Service people from most of their routine tasks. More...
- View pricing and availability for each item
- Drastically reduces the number of inquiries from the sales force
- Drastically reduces the work required to keep the sales force informed
- Santrio examines incoming orders and sends them back to the salesperson if they are incomplete or contain errors
- No need to enter data on new orders – just approve them and hit a button
-
Answer needs and questions coming in from your customers and sales reps. More...
- View (and print/save) the details of recent customer transactions, including ship dates and payments
- View complete customer information, including contact details, price level, terms, and credit limit
- View (and print/save) each customer's account history
- Check back order and available-to-ship details
- Check the status of any order from placement through to invoice/shipment and payment
- View (and print/save) any open sales order or invoice
- View (and print/save) any active quote/estimate
- View (and print/save) purchase history
- Request information or report a problem
- Request a quote/estimate
- Review and comment on open quotes/estimates
- Request Returned Material Authorizations(RMAs)
- Update contact information, profile, and password
-
Seamlessly automate data connections between your office, call center, and warehouse. More...
- Data originating from the field sales force is scrubbed and cleaned
- Accepted orders are automatically forwarded to the warehouse if desired
- All parties see the most current information about each order
- All parties can exchange notes on an order in a saved conversation string with sales reps and Customer Service
-
Allow managers to have remote oversight of daily activities with no hassles. More...
- Check in from anywhere that you can get an internet connection
- Just sign in to look at today’s new orders, shipments, and receipts
- Get daily order entry reports (monitor orders, not activity)
- See current and historical order and revenue data for each sales rep
- Use custom sales dashboards and gadgets to get needed information fast
- Identify past due accounts
- Monitor collections in real-time
- Maintain complete control over current versions of price lists and product data
Next Steps:
- Check pricing
- View screenshots through guided tour
- Try it for free
- Buy it now
- Or call us at 877.740.9797
Our subscribers
See how Santrio has helped companies like yours.
Scenarios
Learn how Santrio can work for your business.
No software to install
Software-as-a-Service. Totally web-based. No software to buy, install, or manage.
-
Leverage your QuickBooks®
Add Sales Force Automation and Customer Support features.
-
Anytime, anywhere access
From any web browser or mobile device, including the iPhone®.