Sales Tools & Dashboards
Struggling with sales inefficiencies? Discover how smart tools and dashboards optimize pricing, automate workflows and enhance customer interactions.
Everyday Sales Tools
Sales teams need speed, precision, and flexibility to provide the best possible service to their customers. Our suite of smart sales tools is designed to streamline daily tasks, enhance customer support, and optimize pricing and order management – all within the B2B e-commerce platform.
Accelerate Sales with Smart Automation
Reduce manual tasks with intuitive tools that streamline pricing, quoting, and order management for faster deal closures.
Work Smarter, Sell Faster
Leverage keyboard shortcuts, historic price data, and customer insights to optimize every sales interaction and decision.
See What the Customer Sees
With the Shadow a User feature, sales representatives can log in as their assigned customers and experience the platform exactly as the customer does.
They gain full visibility into orders, invoices, packing slips, certificates, and price lists, making it easy to assist customers in real-time. Sales reps can even place orders on behalf of customers, ensuring seamless support and eliminating barriers in the purchasing process.
Seamless Quotation Management
Quotations can be created directly within the e-commerce platform, either by the customer or by the sales rep using Shadow Mode.
Sales reps can leverage historic price data and other key insights to craft precise, competitive quotes. Once a customer accepts, the system instantly converts the quotation into an order.
Quotations can also include expiration dates, automated reminders, and customized offer enhancements, ensuring timely follow-ups and improved conversion rates.
Flexible Order Configuration &
Delivery Scheduling
Before finalizing an order, sales reps and customers can configure a variety of settings, such as order references, goods marking, and project numbers.
The system supports multiple delivery addresses, real-time address creation, pickup point selection, and optimized delivery scheduling. Orders can be split into multiple shipments or synchronized with future deliveries, ensuring efficiency and cost savings. For added transparency, third-party track-and-trace tools can be integrated to keep customers informed.
Faster Workflows with Keyboard Shortcuts
Speed is everything in sales. Custom keyboard shortcuts eliminate the need for excessive mouse navigation, allowing sales reps to quickly search for products, create orders, and optimize prices.
This feature can accelerate daily tasks by up to 50%, making it an essential tool for fast-paced sales environments.
Smarter Pricing Decisions with Data-Driven Insights
Leverage historic price data and real-time market insights to make data-driven pricing decisions with confidence.
Sales teams can analyze trends, anticipate market shifts, and provide informed pricing recommendations while instantly adjusting prices within the system. This ensures faster, optimized pricing decisions, improving customer negotiations and maintaining competitiveness.
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Invest 30 Minutes of Your Time to discuss how we can Create Value for Your Business.
Customer Insights Dashboard
The Customer Insights Dashboard is a powerful, data-driven tool that provides sales teams with real-time insights into performance, customer behavior, and order activity – all within a single, intuitive interface. Combining sales tracking, customer activity monitoring, and structured visit reporting, it enables proactive sales engagement and smarter decision-making.
Empower Your Sales Team with Actionable Insights
Provide instant access to sales performance, customer activity, and trends to boost efficiency and drive smarter conversations.
Gain Real-Time Visibility into Customer Behavior
Track engagement, buying patterns, and order history to make data-driven sales decisions and strengthen customer relationships.
Better Sales Decisions with Tracking & Reporting
Gain real-time visibility into sales performance while enhancing customer interactions and team collaboration.
Sales teams can track key metrics like revenue, tonnage, and gross profit, identifying trends and optimizing strategies.
Structured visit reports ensure seamless documentation of customer meetings, fostering data-driven decision-making and improving team coordination for sustained sales growth.
Customer Activity Tracking for Smarter Engagement
The dashboard provides deep insights into customer behavior, tracking which webshop pages, product categories, and items customers are browsing versus what they are actually purchasing.
This comparison reveals hidden sales opportunities, allowing sales reps to engage in data-driven conversations and align their sales approach with actual customer needs.
Order Monitoring at a Glance
A dedicated order section gives instant visibility into recent customer transactions, displaying order numbers, statuses, order values, and the number of purchased product lines.
This allows sales reps to quickly follow up on open orders, ensure timely fulfillment, and assist customers with any inquiries.
Integrated Task & Notes Management
A built-in task management section allows sales teams to track pending follow-ups, set reminders, and manage key sales activities – all within the same interface.
This ensures that no opportunity is missed and that customer interactions remain well-organized.
Optimized for
Mobile Sales Workflows
The Customer Insights Dashboard is fully optimized for mobile use, allowing sales representatives to access insights, manage customer interactions, and place follow-ups directly from their preferred web browser.
Whether in the office or on the go, sales teams have full access to their tools, ensuring efficiency and responsiveness at all times.
Book a demo today!
Invest 30 Minutes of Your Time to discuss how we can Create Value for Your Business.