No retyping
Every portal order arrives ready to process — fewer errors, fewer queries.
Stage III · Customer portal
Your repeat business, in self-service.
80–90 % of your revenue comes from regular customers — ordered by email, phone and fax at the inside sales desk. The customer portal moves exactly that business into self-service: under your brand, on your terms.
§ 01 · THE PRINCIPLE
The login is not the difference — the trading relationship is.
A shop account knows list prices and web orders. A portal account is linked to the customer number in your ERP — and therefore shows the whole picture: negotiated terms, every order (including the ones placed by phone), stock and framework agreements.
Never two logins: your inside sales team invites existing customers personally — “your customer account has been extended”. New shop customers grow into the portal automatically once they are linked. This is the single most important rule for real adoption.
- Customer-specific prices and volume breaks — including your customers' own part numbers
- Reorder in one click from history and saved lists
- See stock, call off partial quantities from framework orders
- Every order in one place — including those placed by phone
- Team accounts with roles and approval above a set order value
§ 02 · WHAT IT GIVES YOU
Three effects you can measure.
INSIDE SALES RELIEVED
CUSTOMERS RETAINED
Switching loses its appeal
Someone who works in your portal every day does not change supplier over a two per cent price difference.
INDEPENDENT OF THE ERP
Access stays stable
The portal keeps your customers' access stable — even when the ERP underneath is replaced or rebuilt.
§ 03 · HOW TO START
The portal pilot: top 20, eight weeks, one number.
You do not have to move everything at once. The pilot starts with your 20 most important regular customers:
1
Selection
Your 20 most important regular customers, chosen together.
2
Data
Start with the proven data exchange from your ERP (Excel/CSV) — no integration hurdle.
3
Activation
Your inside sales team invites those customers personally.
4
Measurement
After eight weeks one number counts: how many of those customers' orders now arrive digitally?
How do your 20 largest customers order today?
If the answer is “by email and phone”, the portal is the biggest digital lever you have.