Today’s video is demonstrating the customer portal specifically designed for B2B sales. This type of portal is only one example of allowing your customers to manage themselves, but a great solution to reduce overhead and have the ability to place more orders.
Many distributors face the same problems, wanting to place more orders while reducing overhead, and now competing with the giants of e-commerce. Customer questions such as below, slow down your staff when working day to day.
- The “Can I get a copy of my last invoice” question
- The “Can I place the same order as last time please” question
The Acumatica customer portal is a platform that bolts onto your real-time Acumatica system. Customers can log in 24/7 and place orders directly, see open invoices and order history, real-time inventory levels, substitute items, or even complimentary items that could help with upselling.
The risk you face by not keeping up with the giants or other competitors is ultimately not being able to operate 24/7 and missing out on orders from your customers after hours. Still, your overhead will increase if you start throwing bodies at a problem that can be resolved with automation.
Let’s see an example
Return Calculation Example – Distribution
Company A has four people working in the order desk, logging orders via phone from clients. The inventory management system isn’t awful, but it’s not always accurate, so sometimes they will commit stock to a client, and then realize there is none when they go to pick. Then they have to call a supplier, get the lead times, and order it. Then they have to call the client back with updated information.
Each order desk employee makes 50K a year a total of 200K.
A customer portal eliminates the need for 3 of those order desk staff. Now you only need one person in order desk, to maintain the volumes of orders, and the odd client who prefers the archaic phone method.
Savings total, 150,000K
Portal Cost – ~10,000