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
![Reseller Announcements](https://crmtogether.com/wp-content/uploads/2020/03/announcments.png)
Ordering
Allowing ordering online, freed up time the customer usually spent on the phone, or time processing orders from an email.
![New Order](https://crmtogether.com/wp-content/uploads/2020/03/neworder.png)
When you start an order you get the shipping details pre-populated
![Order Item Picker](https://crmtogether.com/wp-content/uploads/2020/03/orderitems.png)
![Order Item Options](https://crmtogether.com/wp-content/uploads/2020/03/orderitemoptions.png)
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.
![Invoice List](https://crmtogether.com/wp-content/uploads/2020/03/savedorders.png)
![Sage 100 Invoice](https://crmtogether.com/wp-content/uploads/2020/03/invoicepdf.png)
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.
![Power BI](https://crmtogether.com/wp-content/uploads/2020/03/dashboard.png)
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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