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.

Get started

Start your free 7-days trial

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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

Customers, products, orders, invoices

Customers, products, orders, invoices

Documentation and data

Clients, opportunities, communication, etc.

Supercharge Your
Manufacturing Efficiency

Explore our Smart Manufacturing Suite to discover reusable components that will revolutionize your operations and drive unparalleled efficiency.

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