Improve Sales + Service Productivity and Efficiencies
Give your teams the power to generate quotes, place orders, and manage customer relationships and ERP data in one location. Reducing ERP licenses and improving efficiencies in sales and customer service.
The future of customer relationship management is here. A single, cloud-based portal that seamlessly aggregates customer and order data from the web and your ERP. Allowing sales and service teams to manage customer quote, order, invoice, payment, and account data in one place – without the need for additional ERP licenses.
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Contact us today to learn how to empower your teams and restructure your processes for optimal growth.
CUSTOMIZE ADMINISTRATION
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Tier views and access by user type
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Personalize dashboards, functionality, permissions
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Integrate payment processing
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Robust search by product, invoice, name, etc.
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Access and share sales materials
MANAGE CUSTOMER DATA
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Create and manage customer profiles
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Add and update billing and shipping information
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Adjust customer permissions and pricelists
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Customize tax rates, currencies, discounts, shipping rates
MANAGE QUOTES + ORDERS
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Generate new quotes and orders
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View quotes and orders across sales channels
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Convert quotes to orders
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Reorder by item and full order
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Include line-item and order-level comments
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Manually override shipping, pricing, discounts
STREAMLINE COMMUNICATION
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Design efficient, automated workflows
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Expedite internal requests and approvals
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Send customer email reminders and confirmations
INTEGRATE SEAMLESSLY WITH YOUR ERP
Give sales and service teams the power to view and manage accurate account, quote, order, invoice, and payment data in real time with direct ERP integration.
CUSTOMIZE ACCESS FOR CONTROL + EFFICIENCY
Determine team and employee-level access to give your employees exactly the right amount of data for efficient, at-a-glance dashboards, reports, and more.
SIMPLIFY ACCOUNT + ORDER MANAGEMENT
An intuitive interface pulls together critical account, order, and payment information in a simple, easy-to-navigate system. Getting sales and service teams trained and working with customers quickly - without wasting precious ERP seats.
IMPROVE CUSTOMER SUPPORT
Provide instant assistance to customers looking for order and quote confirmations, tracking links, account updates and more – all from one simple portal.
PUT SALES MATERIALS AT YOUR TEAM’S FINGERTIPS
Add a sales and service library to your portal for easy access to sales materials, pricelists, training materials and more.
