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.

01

CUSTOMIZE ADMINISTRATION

  • Tier Views + Access By User Type

  • Personalize Dashboards, Functionality, Permissions

  • Integrate Payment Processing 

  • Robust Search by Product, Invoice, Name, etc.

  • Access + Share Sales Materials

02

MANAGE CUSTOMER DATA

  • Create + Manage Customer Profiles

  • Add + Update Billing + Shipping Information

  • Adjust Customer Permissions + Pricelists

  • Customize Tax Rates, Currencies, Discounts, Shipping Rates

03

MANAGE QUOTES + ORDERS

  • Generate New Quotes + Orders

  • View Quotes + Orders Across Sales Channels

  • Convert Quotes to Orders

  • Reorder by Item + Full Order

  • Include Line-item + Order-level Comments

  • Manually Override Shipping, Pricing, Discounts

04

STREAMLINE COMMUNICATION

  • Design Efficient, Automated Workflows

  • Expedite Internal Requests + Approvals

  • Send Customer Email Reminders + Confirmations

INTEGRATE SEAMLESSLY WITH YOUR ERP

Give Sales + Service teams the power to view and manage accurate account, quote, order, invoice, and payment data in real time with direct ERP integration. 

Factory team enabling your sales teams to improve sales revenue

CUSTOMIZE ACCESS FOR CONTROL AND 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. 

Factory helping your company customize access for control and efficiency

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. 

Factory helps you simplify account and order management

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. 

Factory team helping you improve your customer support

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. 

Factory helps your company put sales materials at your team's fingertips

EMPOWER YOUR TEAMS. STREAMLINE PROCESSES. IMPROVE RELATIONSHIPS.

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