Capturing customer orders with ease
Sales Portal is an easy-to-use, quick-to-deploy web-based application that allows your field sales team to take orders while engaging with their customers. Sales Portal can be used on a smartphone or tablet and works across the internet. It’s the perfect solution to enable your sales team to maintain contact and continue to trade with their customers while observing the social distancing rules and other safety measures.
What are the benefits to your business?
Gain insight into your business from anywhere
Sales Portal gives your outside sales representatives insider access to the information they need. Sales Portal will reduce calls to the home office regarding item availability, product specifications, customer account contacts, addresses, and the real-time status of your customers’ open orders or invoices.
- Get real-time inventory positions and access item information, including images, packaging, and web links.
- Retrieve customer sales, orders, and other information directly through your smartphone or tablet.
- Customer orders and invoices can be emailed directly from the phone.
Empower your sales force
Through Sales Portal, sales representatives have access to marketing programs, allowing them to submit special pricing requests for approval that seamlessly flow into your company’s promotional file.
- Access customer phone numbers and email addresses in your business management system. View customer locations via Google Maps.
- Email customer orders and invoices straight from the app.
- View top-level sales metrics, such as sales performance for the period to date, the previous 12 periods, and the prior year comparison.