Sales Team Experience

Give Sales Teams the Information and Tools to Sell More Effectively

Terracor turns the customer, product, pricing, inventory and ordering information connected to Spire into a focused experience built around how your sales team works.

From answering a customer question to building an accurate order, salespeople can work from one connected source instead of piecing information together across multiple systems.

Assisted ordering
Sales ordering workspace with fast product search, customer-specific pricing, inventory availability and assisted ordering controls.
Customer context
Sales customer selection view with account visibility, customer details and credit information.
Product discovery
Sales catalogue view with product access, inventory visibility and customer-specific pricing.
Connected to Spire
Customer-specific information
Built for the office or on the road
Configured around your sales process

Designed around the sales workflow

Help Salespeople Move From Customer Question to Completed Order

Salespeople often need information from several places before they can properly assist a customer. Terracor brings the relevant customer, product and ordering information into one role-focused experience so the sales process can move forward with fewer interruptions.

Start with the customer

Understand Who You’re Serving

Select the appropriate customer and surface the account information needed to begin the conversation with the right context.

  • Customer selection and account visibility
  • Relevant customer and credit information
  • A consistent starting point for assisted service

Find the right products

Answer Product and Availability Questions

Search or browse the catalogue while viewing the product information, customer-specific pricing and inventory availability needed to respond confidently.

  • Product search and catalogue access
  • Customer-specific pricing
  • Inventory and warehouse availability

Build the order

Turn the Conversation Into an Accurate Order

Create and review orders through a workflow designed for sales-assisted purchasing and connected to the client’s Terracor and Spire environment.

  • Assisted order entry
  • Quantity and item review
  • Connected order submission

The sales workspace

One Experience. Three Essential Views.

The Sales Team Experience brings together the information and workflows salespeople commonly need when serving customers. Each view supports a different part of the process while remaining connected to the same underlying platform and data.

Customer context

Begin With the Right Customer Information

Give salespeople a focused view of the customer they are serving, including the relevant account details needed before products are selected or an order is created.

Sales customer selection view with account visibility, customer details and credit information.

Product discovery

Find Products Without Losing the Customer Context

Allow salespeople to browse or search products while retaining access to customer-specific pricing, inventory and the information needed to make appropriate recommendations.

Sales catalogue view with product access, inventory visibility and customer-specific pricing.

Assisted ordering

Build and Review Orders More Efficiently

Provide a focused ordering workflow for selecting products, entering quantities and reviewing the order before it moves through the configured ecommerce and ERP process.

Sales ordering workspace with fast product search, customer-specific pricing, inventory availability and assisted ordering controls.

Core capabilities

The Information Salespeople Need, Brought Together

Customer and account context

Start with the correct customer and make relevant account information available before an order is created.

Customer-specific pricing

Present the pricing that applies to the selected customer rather than requiring separate lookups or manual confirmation.

Product and inventory visibility

Give salespeople connected product information and warehouse availability when responding to customer questions.

Search and catalogue access

Help salespeople quickly find appropriate products through searchable and browsable catalogue experiences.

Assisted order entry

Support sales-created orders through workflows designed to reduce unnecessary steps and improve accuracy.

Orders, quotes and account details

Bring relevant transaction and account information into the same role-focused experience where configured.

Connected to Spire

Powered by the Same Trusted Business Data

Spire remains the source of truth for the customer, product, pricing, inventory and operational information that supports the sales process.

Terracor securely connects the relevant information and presents it through an experience designed around the salesperson’s role. Orders created through the experience follow the configured Terracor and ERP workflow.

Spire ERP

Customers · Products · Pricing · Inventory · Orders

Terracor Commerce Platform

Connected data · Business rules · Role-based access · Ordering workflows

Sales Team Experience

Customer context · Product discovery · Assisted ordering

Tailored around your sales process

Configured Around How Your Team Actually Works

Every sales team has its own customer relationships, catalogue structure, warehouses, pricing rules and ordering processes. Terracor uses a proven platform as the foundation and configures the experience around those realities.

Customer and territory access
Product and catalogue visibility
Pricing and discount presentation
Inventory and warehouse information
Required order information
Sales-specific workflows and business rules
Add-ons and custom functionality where needed

The result is not another disconnected sales application. It is a focused way for your sales team to work with the same trusted information already supporting the rest of the business.

Related capability

Accelerate High-Volume Ordering With the Order Form

When salespeople know the required part numbers or need to build larger orders, Terracor’s Order Form Addon provides a fast, grid-based entry experience with connected product lookup, pricing and availability.

This is one capability that can be incorporated into a broader Sales Team Experience.

The result

Help Your Sales Team Spend More Time Serving Customers

Respond to customer questions more efficiently

Reduce repetitive lookups across disconnected systems

Improve pricing and product-information consistency

Support faster and more accurate order creation

Give salespeople a consistent experience in the office or on the road

One team behind the experience

More Than an Interface

Terracor brings platform expertise, Spire integration, implementation, hosting and ongoing support together. That means the Sales Team Experience can continue evolving alongside the business rather than becoming another isolated system to maintain.

1

Experience and workflow planning

2

Spire and ecommerce integration

3

Configuration and implementation

4

Hosting and infrastructure

5

Ongoing support

6

Add-ons and custom development

Give Your Sales Team a Better Way to Serve Customers

Let’s explore how Terracor can turn the information connected to Spire into a focused sales experience designed around your customers, products and ordering process.