Customer Web Portal
Mohsen is the Sales Manager of an SME selling off the shelf products through their website and customised products through members of his team. Mohsen believes that he can increase sales and improve customer retention by offering a more intuitive service.
Mohsen speaks to Tom at Xapsys about tailoring the Xapsys Portal module to link with a website CRM to suit both their account clients and proforma customers. Tom listens to Mohsen’s ideas and advises on the Xapsys features that he can use to suit his needs.
Tom and the developers at Xapsys customise the portal for Mohsen. Customers are now able to place repeat orders, view account history, see live order status, and product spend, all within the website. Mohsen’s sales team are now able to be more proactive with their freed up time and they are happy.
Mohsen is smart.
Improved Customer Retention
Provide your customers with immediate answers to some of their questions by providing them access to your intuitive portal developed and tailored by Xapsys. Xapsys portal adds value to your service levels by providing your customers with features such as product price history, the ability to place repeat orders of custom items, update account details, view live order status and more.
Xapsys portal can help to improve your sales by making it easy for your customers to place repeat orders 24/7. Use the customer portal to offer your clients personalised discounts and market products and services to them that are applicable to their interests.
Reduce Administrative Costs
Xapsys Portal should be thought of as a member of your sales team without the usual costs associated with employing a member of staff. The features of the portal reduce the number of emails and calls into your business that create mundane tasks for your customer services team. The Xapsys portal can manage these tasks for you allowing your team members more time to proactively develop new opportunities.
Standard Feature List
- Custom Business Software Customised To Your Business
- Secure Customer Logins
- View Account Status Financial Updates
- Digital Asset Management
- Integrate Website Portal With Sage, Xero, Quickbooks ERP Integration
- Live Stock Availabilty
- Place Purchase Orders Online Order Entry
- Customer Can View & Raise Non Conformances Case Management
- Cloud Based
- Multiple Tenants
- Custom Price Lists Specific Customer Pricing
- View Order Status Online Live Order Tracking
- Order History
- Targeted Marketing
- Integrate With Wordpress, Shopify Website Integration
- View Copy Invoices Online View Invoices
- Integrate With Xapsys CRM, Xapsys Workflow, Xapsys Live Dashboard Xapsys Module Integration
- Place Ecommerce Orders Using Credit Account Credit Account Ordering
- Software Support Support
Finding the Right Blend
Keep customers happy and engaged
Tools to aide process, costs and productivity
A birds eye view of your most important KPIs
A dedicated web based customer portal for seamless retention
All your channels up-to-date all of the time
Would you like to save time and money?
We’d love to speak with you about how we can help you to better understand your unique challenges so we can demonstrate how Xapsys can help you to get the most from your business.
Initial consultations completely free of charge, and we’ll only ever contact you about your specific enquiry.