Customer Portal
Manage sales contacts and activities to convert opportunities into revenue
Increase customer satisfaction and reduce transaction costs by utilizing the Internet
When it comes to customer service, manufacturers face a paradox: make it as easy as possible for customers to do business, and yet minimize service-related costs.
HoneycombERP® Customer Portal overcomes this challenge by providing manufacturer’s customers with 24/7 direct access to sales quote, sales order and order status information via the Internet. Using the easy-to-use browser interface, the solution also supports advanced inventory replenishment strategies, such as consigned inventory.
Customer Portal empowers your customers with timely and accurate information about their quotes, orders and consigned inventory so they never have to wait for a response from your sales or customer service representatives. The solution provides several benefits, including:
• Improves customer service levels and builds customer loyalty
• Decreases support center traffic and reduces customer service costs
• Provides customers with anywhere/anytime access to information
• Increases revenues by slashing quote-to-order cycle times
• Improves information visibility and accuracy
• Validates orders and minimizes downstream errors
Module Features
Secure Web-based Customer Interaction
Customer Portal streamlines the sales cycle by enabling customers and prospects to obtain accurate and instant sales quotes through the Internet. The solution also:
• Generates accurate quotes for standard stock items, standard non-stock items, and non-standard items automatically
• Records, maintains, and tracks customer sales quote information
• Supports flexible pricing techniques, including discounting
• Maintains a history of closes sales quotes for reporting and analysis
• Provides extensive free-form text areas for customer comments and shipping notes
• Provides powerful search capabilities to track by quote or item
• Decreases quotation cycle times by leveraging a library of existing sales quotes
Customer Portal is seamlessly integrated with other HoneycombERP® modules. This enables you to:
• Convert sales quotes to sales orders instantly, with order numbers generated automatically
• Populate forms with data from customer master files to save time and eliminate data entry errors
• Generate sales quote numbers in real-time, not from batch updates or data transfers
• Create master customer records instantly when prospects convert quotes to orders
Instant Quotes Against RFQs
Sales Order Management
Customer Portal streamlines the order management process including complex pricing, delivery and scheduling issues. The application’s “shopping cart” interface simplifies order entry, allowing customers to quickly find the products they need and supporting the entire order process by managing customer order addition and maintenance.
With Customer Portal, you can improve your sales predictability and increase revenues with advanced sales strategies such as product substitution, up-selling and cross-selling. The application simplifies ordering and helps you to close sales quickly and easily. Customer Portal also:
• Provides instant and accurate pricing, even for complex orders
• Provides powerful search capabilities for customers to track by quote or item
• Reduces order entry time with “Quick Add” functionality
• Decreases order cycle times by leveraging a library of existing sales orders
• Validates products at the time of ordering
• Verifies product availability and automatically submits back-orders for out-of-stock items
The seamless integration of Customer Portal with other HoneycombERP® modules enables you to:
• Generate sales order numbers instantly, not from batch updates or data transfers
• Perform credit checks instantly through HoneycombERP® Accounts Receivable
• Support product and order configurations with HoneycombERP® Configurator
• Support complex scheduling and delivery processes, including drop shipments
Sales Order & Delivery Status
Customer Portal supports your customers with easy access and up-to-the minute information about their order status. The application allows them to obtain the information they need, whenever they want, without having to wait for your sales or customer service representatives.
• Provides real-time visibility into order status and allows customers to view data by order and item
• Enables customers to view and change their account profile
• Provides access to product catalogs including specifications, photos, drawings and more
• Enables seamless order tracking from dispatch to invoice
Delivery Acceptance/Rejection
Online Billing & Payment Options
Customer portal gives you flexibility to manage bills and payments online. As the system can be customized, additional options such as localized payment methods can also be integrated.
• Set Payment and Billing options.
• Manage delegate Accounts associated with payments and bills.
• View Payment Details
• View Services that your customers are using.
Return Sales Management
Return sales management functionality helps you achieve a responsive customer service by giving a rapid response to customers’ requests, by automating the return process and keep well tracked.
• Determine a compensation agreement with the customer.
• Shipping repaired items to the customer.
• Shipping a replacement order to the customer.
• Crediting the customer by defined payment terms.
• Follow-up on the return status.
Monitoring of Customer Ledger
Customer portal enables you to have customer’s information at your fingertips. This includes current information of customers.
• Automated credit approvals customized to your own rule sets
• Credit limits and ratings
• Daily analysis and reports on customer ledger
• Web based monitoring 24 hours per day, 7 days per week