B2B Order Management: Creating Portals for Different Roles

As a member of the B2B industry, you're no doubt trying to find order management software that allows you to make more personal connections with your business customers and partners. You obviously want software that makes it easy for them, and personal portals go a long way toward that goal.

B2B portals

Empowering your customers to track their orders effortlessly enhances transparency within your B2B company. Giving business customers the autonomy to manage their accounts is crucial, as they require comprehensive insight into their orders. Equipping independent sales reps with detailed account information fosters an optimal environment for their success, boosting their ability to close deals and satisfy customers. Delivering precise information to your fulfillment team ensures that the correct products reach the right destination promptly. Order management software that communicates fulfillment status to everyone—yourself, your sales team, and your customers—informs all parties of order progress. Here's how portals enhance order management by tailoring these tools to each role in the sales process.

Personalized for you, the Business

Creating a portal for the B2B company’s staff requires something different from any other role. It means being more comprehensive since staff obviously has to get a full picture of everything. You also have to make it possible to save them time since they're constantly on the go.

They can instantly check order status (including shipping) or pending orders. They'll see through QuickBooks pricing levels even while out of the office to ensure each customer receives their negotiated price.

Personalized for the Sales Team

First and foremost, your independent sales reps must be able to place orders with the same speed and efficiency as if they were right in your office. They require instant access to vital information, including current stock levels, pricing, and customer status, all crucial to the sales process. A portal tailored specifically for the sales team fulfills these requirements.

Personalized for your Customers

Your customers have their own needs, each with a unique relationship with you. Your customers need easy access to their specific information.

Portals personalized to your customers give each one information on the products they purchase, the prices they pay for those products, and their past purchases and payments. Order management software that allows you to set up unique product lists and prices for each customer to meet your customers’ individual needs without compromise.

Other Users

Through configuration, the best order management software lets you tweak the portals for any other users you know can benefit from the data. It includes members of your B2B company to keep up on every order angle.

When you don't have time for live meetings, you can get on the same page by having fast access to order information with customers. Through the cloud, all data is accessible anywhere there's an Internet connection.

Discover the personalized advantages of our order management software by visiting Now Commerce today.