D19SALES AND AUTOMATION
Dealer and Customer Portal
A portal where dealers and customers reach orders, stock, quotes, and documents themselves.
Questions like “where is my order?” or “can you resend my invoice?” take up much of the sales team’s time. We build a secure portal for your dealers and customers: order and delivery status, price lists, quotes, invoices, and technical documents behind one login. Data comes from the ERP and CRM, and permissions are set per customer.
SCOPE
01Secure login and per-customer permissions
02Order and delivery tracking
03Price list and quote view
04Invoice and document archive
05Reorder and request form
06ERP and CRM integration
OUTCOMEA channel with fewer routine questions, where dealers run their own work.
INDUSTRIAL EXAMPLEA dealer checking stock at night and placing a reorder through the portal.
INTEGRATIONS
ERPCRMWeb appSSO
SECURITYData storage, access permissions, and integration details for this service are set out in a dedicated section of the proposal prepared after the needs analysis.Security and integration approach →
WORKS TOGETHER WITH