This browser-based salesperson portal helps to mobilize your sales team! It allows customer service representatives and salespeople to interact with customers remotely via a secure and private portal linked to the zeckoShop platform. Salesperson portal users will be able to make better decisions and spend more time building relationships with customers.
How Does The Portal Work?
This portal integrates with your ERP/Accounting software, providing a streamlined way of engaging with your customers online. It also enables automation of sales processes and provides effective order-taking while on the road. Its responsive design allows it to work with any browser, device, and operating system. On this platform, users can perform numerous functions, including:
Access customer accounts.
Securely access customer accounts to view customer purchases, sales history, open orders, AR details, shipment tracking details, etc.
You can view inventory stock from multiple warehouses, customer-specific pricing, customer-specific products, etc.
Process online sales orders.
These orders will automatically flow into your ERP/Accounting software, where they can then be processed and fulfilled as usual.
With the sales quotes tool, an advanced order/quote management tool, you can get sophisticated quoting functions to help your reps engage more effectively with customers. This tool is ideal for situations when your products are complex or customizable. It is also helpful in cases where pricing is more fluid and interactive.
This allows customers to request pricing for selected products. It is quick and easy. Notifications are sent to your internal user, who will then provide the appropriate pricing. To control your pricing process, you can enable pricing override controls. After applying pricing to an online quote, a customer or sales representative would receive an email letting them know that the quote is available for review.
The customer/sales rep would log in to the website and approve the quote. This would then turn it into an order status. The order would then be processed through your website checkout and finally into your ERP/Accounting software, where it would be completed per your order fulfillment processes.
Speak With One Of Our Experts Today.
With zeckoShop, your salespeople will spend more time talking to clients and less time processing orders. It allows sales reps to manage quotes, place orders on behalf of customers, and more. If this sounds like your ideal solution or if you would like to learn more about our salesperson portal, contact us today, and we’d love to help!
ERP Partners
Payment Partners
Shipping Partners
Social Media & Analytics
CRM
ERP Partners
Payment Partners
Shipping Partners
Social Media & Analytics
CRM
ERP Partners
Payment Partners
Shipping Partners
Social Media & Analytics
CRM
