Top Benefits of a Sage Customer Portal?

Typically, businesses have a front office and a back office. Digital marketing and eCommerce often require software that manages some aspects of both front- and back-end operations and automates business processes. Enterprise resource planning (ERP) software fills this gap and helps companies manage backend operations, including accounting, procurement, and more. Customer relationship management (CRM) software manages customer data collected at front office locations including websites, brick-and-mortar stores, and more. Sage ERP combines both ERP and CRM functionality to provide a truly integrated system that streamlines processes, improves communication, and provides real-time data visibility across the business. Our Sage integrated portal technology adds another layer of value on top of an already great system.

Business has changed dramatically over the last 30 years, particularly with the impact of the internet and the increasing popularity of eCommerce. The world is more interconnected than ever, and customer expectations are also higher than ever. Our Sage customer portal proactively retools B2B processes the meet the changing needs of B2B sales. The average B2B buyer has likely spent a majority of their adult life buying products online. Having a strong eCommerce presence has become increasingly important for overall business growth. That applies across almost industry, even those in the B2B space.

Benefits of a Customer Portal Integrated with Sage

Portals create better customer experiences. The benefits of Sage integrated portal technology include automatically connecting customer accounts and data such as buying history, allowing your company to provide personalized product recommendations. It also makes it easier for customers to place custom or repeat orders. They will be able to access and change their account information without the need for additional customer support.

Customer self-service (CSS) empowers customers to resolve their own problems. CSS is also growing in popularly. Examples of CSS include the increased use of customer knowledgebases, online ticketing systems for tech support, AI-powered chat and messaging, and self-service webstores. CSS helps businesses, too, because it reduces customer phone calls and emails.

A good eCommerce platform saves businesses time and money while increasing sales. It provides customers with another avenue for interacting with your business. That’s where self-service customer portals come in for B2C and B2B companies. In many ways, a customer portal is similar to a proprietary apply.

Maximize eCommerce Efficiency with a Sage Customer Portal

A Sage customer portal or self-service web portal is an eCommerce portal linked to your Sage ERP application. Its eCommerce powered by Sage. A portal offers multiple benefits for both companies and their customers, including:

Customer-Specific Inventory and Pricing

Our Sage customer portals give customers access to their own customer-specific pricing and inventory. This reduces email and phone orders and gives B2B customers a hassle-free way to place new orders.

Better Visibility into Stocking Levels

Customers will be able to see current stocking levels, which prevents oversells and shipping delays.

24/7/365 Service

Customers will be able to easily place orders at any time, and they’ll be processed immediately.

Better Manage Multiple Delivery Addresses

Corporations often have multiple addresses where they may be receiving shipments. Customer portals store this address information and make it easy for customers to select different addresses for every part of their order.

Reduced Need for Customer Service

Providing customers will self-service online options reduces customer service emails and phone calls. This reduces the burden on staff an allows them to focus on more value-adding tasks.

Higher Customer Satisfaction

Custom product recommendations, better online ordering options, and fewer shipping delays boost customer loyalty and customer satisfaction. It’s also important for companies to remain competitive and adjust to changing customer expectations.

Self-Service Customer Portals that Integrate with Sage

Customers enter their information directly into their portal, or it may be pre-populated from Sage. They’ll easily be able to edit or change their information. Our portals also follow all business logic in Sage. Customers never have access to the backend Sage environment.

In addition to integrating with Sage and the eCommerce platform, our E-Link Sage Customer Portal also integrates with Paya, which was formerly known as Sage Payment Solutions. This provides companies and customers with more payment options.

Point-of-Sale (POS) Payments

With our portals, customers can pay for products at the point of purchase. This is common in B2C transactions.

Invoicing

Companies can also collect payments through invoicing, as is common during B2B transactions. Invoicing may involve paying by credit card, check or wire transaction, all of which our E-Link Sage customer portal can handle. Customers can view their invoices online, including checking the status of invoices and seeing which invoices have yet to be paid.

The Sage Customer Poral

Our E-Link Sage eCommerce portal integrates with Sage 100, Sage 300, Sage 500, Sage X3, and Sage Intacct. On the eCommerce side, it integrates with Magento Open Source, Adobe Commerce, WooCommerce, and Shopify.

It creates a real-time bidirectional sync between Sage and your online customer portal. Connection points include Inventory, Products, Prices, Customer Information, Orders, and more. It’s highly flexible and customizable so you get exactly the functionality you need.

Examples of E-Link functionality include:

• Real-time online inventory and product updates, which prevents oversells
• An A/R Tracking and Payment Portal, including posting online receipts for cash and check payments
• Real-time shipping and tracking updates provided directly to the customer
• Automatic order processing for online orders
• Customer-specific pricing and inventory for B2B customers

Every E-Link application works differently as we configure each installation specifically to meet the needs of our clients and optimize their existing workflows. Some of our customers wanted full bidirectional eCommerce functionality, while others only needed one-way client visibility into past invoices and other transactions. We’ve also had clients that requested online ordering functionality but didn’t want a payment portal. Because of E-Link’s flexibility, we could easily accommodate all of these requests.

Our clients never pay for functionality they don’t use, and E-Link has no volume limits or additional transaction fees. This makes it the ideal eCommerce integration choice for a growing business.

Schedule a demo today to see what we can do for your business.