B2B Order Management System

Automate Your Order Management Cycle

IntelliChief lets your customer service and production teams work more efficiently. Instead of processing orders the same routine way you always have, our simplified software can complete the most time-consuming tasks.

When your customers send in a purchase order, IntelliChief automatically converts it into a sales order, then enters it into your ERP. Customer service doesn’t have to input the information individually.

For each new order, our system verifies the details with the information you already have saved in your ERP. It cross-references prices, part numbers, discounts, and customer contact information – all without an employee having to review the details. It’s almost like EDI – but for customers that don’t have EDI yet.

If everything matches, the sales order is created without manual data entry. Your customer service representatives only have to handle exceptions.

On a simple purchase order, this can save you 15 to 20 minutes. For more complicated transactions, you’re streamlining things even further – and preventing even more potential mistakes. Because every order is checked for accuracy, your customers get the products they ordered, in the right quantities, at the quoted price – and you build a reputation as a reliable, trustworthy business.

A Centralized Platform for All Your Orders

IntelliChief automatically adds incoming orders to your processing queue as soon as they arrive. It offers a reliable way to manage orders across each of your different business channels – including forms that are sent directly to your office, transactions that you complete over the phone, and orders that your reps enter on the go.

If your sales strategy involves trade shows, expos, and site visits, you need a B2B order management system that you can access remotely. With secure mobile access technologies, you can use IntelliChief anywhere, automatically syncing new transaction data with the business systems you use back in your main office. The rest of the team will have access to the information in real-time – letting them start on production right away.

Collaborative, Cross-Departmental Fulfillment

Our B2B order management system can even route your orders through your organization – helping you speed up your fulfillment cycle. Instead of passing paperwork from one department to the next, our software does it all automatically. This means no more delays and no more confusion.

Our workflow automation solutions are especially helpful for businesses that have multiple locations. When customer service, credit, engineering, and logistics all work out of different buildings, it’s easy for things to slip through the cracks. IntelliChief keeps everyone on the same page – across every department – letting you reduce your lead times and exceed your customers’ expectations.

Real-Time Insight Into Every Transaction

Detailed analytics give you even more visibility into the status of your business. You can see what’s been processed, what’s been shipped, what’s been received, and what’s been paid for – along with any other information you need to manage your order to cash cycle. Because your customer service team will know exactly what’s happening – at all times – they’ll have more time to focus on actually helping your customers. At the same time, your financial team can see how your processes are impacting your cash flow – and how you can improve.

Integrate With Any Order Management Platform

Our solutions can integrate with any platform that you’re currently using for B2B order management. IntelliChief can sync purchase orders, sales orders, and invoice data with any ERP. It can also:

• Organize and store all of your business data in a secure digital archive
• Create and send customer invoices, using information that’s already saved in your system
• Send out reminders when an employee’s input is needed to move an order through to completion

Plus, you can stay one step ahead of your customers. With a customer’s entire order history at your fingertips, you can strategically up-sell products and services that complement their previous purchases. And, if they reach out to you with questions about their order, you’ll have everything you need to address their concerns. Proposals, quotes, contracts, and invoices are consolidated into a single record – which you can access without ever leaving your order management system.

Improve Your B2B Order Management System Today

Ready for a better approach to order management? Contact IntelliChief today. We’ve worked with countless manufacturers, distributors, and wholesalers across a wide range of industries. Our experts can help you create a solution for your company’s specific needs.

Want to see how other businesses have implemented our solutions? Visit our resource library for real-world case studies, featuring IntelliChief’s B2B order management system.