In March 2020 we completed a Customer 365 (Sage CRM Self Service Portal) project with Lehman Wesley & Associates, that allowed the customers own resellers to:
- Have a central place for all reseller relevant information
- Build their own order and have it pushed into Sage 100.
- View their Invoices
- Analyze their sales
- Allows sales reps to order for a given reseller
Announcements
A central place to message directly to the reseller channel
Ordering
Allowing ordering online, freed up time the customer usually spent on the phone, or time processing orders from an email.
When you start an order you get the shipping details pre-populated
Invoices
Resellers could view invoices for the past year and click to view more, freeing up time usually spent taking a call/email, finding an invoice and sending it on.
Analyze sales
The Sage CRM based Portal is also integrated with PowerBI to provide access to the reseller’s data, allowing them to drill down into details as needed.
Sales Reps
Sales reps can manage an account for a reseller and order on their behalf, This can take place in face to face meeting or over the phone. It is all done easily from a single Sales Rep login.
Our aim here is to show you how a Customer/Partner portal can help your business save time and provide a better experience for your customers. If you would like to chat with us and see if a self-service portal like this would be a fit for your business, please click on the button below and contact us.
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