B2B customer portal

B2B customer portal
for digitalizing
the sales process

Just as individual customers increasingly make purchases online, business customers also expect the ability to independently select, compare, and configure products. Clients no longer have to call or write to find out the (indicative) cost of a product.

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Effect

Automate the sales process and significantly impact the
Quote-to-Cash
KPI metric

The time it takes for a customer to receive a quote is sometimes more important than the price of the quote itself.

Making quotes incurs costs. Automating the process of generating quotes, such as allowing customers to independently request quotes through an ordering system, can create a significant competitive advantage.

Product catalog
You can control which products are searchable on the internet (SEO) and which are only visible to resellers.
Configurator
The customer can configure the product or service through the ordering system according to the given logic and see the indicative price immediately.
Quotes
The customer can use the configurator to independently assemble the product and see the indicative cost and expected delivery time.
Communication
It is easy for the customer to initiate communication and see the communication history. Integration possibility with CRM.
Statuses
You can share different statuses related to the customer - order confirmed, in progress, ready, shipped (Track and Trace).
Contracts and POs
The customer can upload a purchase order and see the remaining credit limit agreed upon in the contract.
Documents
Technical documentation and manuals submitted by the customer and added by the performer.
Billing
The customer can access invoices from one place and see if the amounts transferred based on (prepayment) invoice have been received and what is the remaining credit limit.
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STEP 1
Sync your networks
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STEP 2
Build your workflow
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STEP 3
Collaborate effectively
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MERGING TWO WORLDS

Uniting the Power of System of Records and B2B Portals

In the heart of every successful business lies the foundation of a well-organized and efficient system of records. This system, composed of vital tools such as ERP (Enterprise Resource Planning), PIM (Product Information Management), and CRM (Customer Relationship Management), acts as the central hub for data storage, processing, and management.

It serves as the backbone for all essential operations within an organization, allowing for precise record-keeping, streamlined workflows, and data-driven decision-making.

The other half of our dual sales process framework comprises B2B and Distributors Portals, which are revolutionizing the way businesses engage with their partners and customers. This portal, equipped with CPQ (Configure, Price, Quote) tools, documentation repositories, comprehensive overviews, and robust sales support functionalities, acts as the face of an organization's sales strategy.

It offers a user-friendly interface for clients and distributors to explore, configure, and request quotes for products and services.

Integration possibilities

Microsoft Dynamics 365
Customers, products, orders, invoices
Directo
Customers, products, orders, invoices
Sharepoint
Documentation and data
Pipedrive
Clients, opportunities, communication, etc.

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Processa

Order a demo

We are happy to introduce how we can help with sales process automation.
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