B2B Sales Portal

Scale revenue with connected data and digital tools for sales productivity.

Digital Sales Room

Put account administration on autopilot and free up sales teams for more interesting, high-value opportunities.

Complete customer picture at your fingertips

View customer specific catalogs, pricing, preferences, order history, invoice status, and communications all in one place.

Identical, accurate information shared with customer

Instantly share quotes, invoices, discounts, and updates to customer’s self-service portal. No more time spent finding order status or pricing history.

Error-free orders every time

Digitize the quote and negotiation process, including approvals, to let customers place orders with confidence and reorder with a click.

Sales at top speed

Get instant notification of new requests, view real-time status of customer approvals, and automate reminders for outstanding actions.

Intergrations

Synchronize with CRM, ERP and other systems

Access data from all your critical business applications directly in the B2B sales portal. Automatically sync information across systems with APIs that have been designed for complex B2B use cases.

Connect directly with customers’ enterprise resource planning (ERP) using an Open Catalog Interface (OCI).

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Digitize offline orders in an instant

Plenty of B2B business still happens in person and over the phone. Use customer catalogs, pricing, and history to quickly turn conversations into digital quotes. Send quotes directly to customer self-service portals for approval.

Unsilo self-service and sales-led business
Create quotes and orders on behalf of customers
Let customers instantly view and verify

Manage all your accounts with ease

With the complete customer picture at your fingertips, collaborating with clients has never been easier. The account manager overview gives insight into outstanding and completed business, with notifications and automation to boost sales productivity.