Let dealers and customers run their business through their own portal.
In many companies dealers and business customers still place orders by phone, by email or with a spreadsheet. For every question, whether an item is in stock, what the price is, where the order is or whether the invoice has gone out, they call a sales rep or customer service. A large part of a rep’s day goes on answering these questions instead of selling.
The portal we build opens this work to the customer. Dealers and customers order with their own prices and live stock, open requests and see their invoices. Behind the scenes each action is connected to the system it belongs to: the ERP, the CRM or the payment system.
Catalog and prices
Products are listed in the portal with images and technical details. Prices and discounts are shown for each dealer or customer according to their agreement in the ERP, and stock levels come live from the ERP. Campaigns and announcements are published through the portal.
Orders
Orders can be placed from the cart, from a quick order form or by repeating a past order. Credit limits and payment terms are checked while the order is placed. Confirmed orders are passed to the ERP, and preparation, shipping and delivery are followed in the portal.
Requests and support
Fault, return and information requests are opened in the portal and land on the customer service team’s screen. Customers see where their request stands without having to call. Frequently asked questions and product documents are in the same place.
Invoices and payments
Invoices, account statements and open balances are shown in the portal. Customers can pay by card or through a bank integration, and the payment is posted to their account in the ERP.
For consumers
The same platform can also be set up as a consumer store or service portal. Product registration, warranty checks, service appointments and order tracking are done by the customers themselves, and everything is linked to the customer record that sales and customer service teams see.
