Outside Sales Reps are valuable members of a sales team. Often meeting face to face with customers, Outside Sales Reps need up to date information about the customers they visit and the ability to view insider information about products and services. Tekoa Web Portal - Salesperson is an online web access software that turns a static business web site into an enterprise tool by giving Outside Sales Reps the information they need when they need it.
Overview
Web Portal - Salesperson is a browser based software add-on for today's enterprise web site. It provides users the ability to view customer account information, history and submit new orders. Web Portal - Salesperson uses secure web user technology and security settings to control which sales groups see information and who has access to view or modify data related to customer accounts.
Features
- Remote access to important customer contact information.
- View Sales History.
- Record sales process notes.
- Write eQuotes for Web Portal - Customer users.
- Customizable Security.
- Customizable Sales Groups.
- Salesperson Dashboard for easy team communication and announcements.
- Centrally manage one prospect and customer database.
- No sync software required. View data in real-time.
Sales History
View previous purchases, past orders and old sales notes with Tekoa's Web Portal - Salesperson. Know the history of customer accounts so Sales Reps are informed about the status and history of customer accounts. Increase sales by reviewing history information about past sales. Easier upsales for new products.
Central Contact List
No more remote databases to manage and temperamental sync software to manage. Keep all salespersons on the same page and communicate cleanly with Tekoa's Web Portal - Salesperson. Centralize enterprise wide prospect and customer information. Coordinate account information changes in real-time letting all users know of new account information.
Salesperson Dashboard
Streamline communication between sales users and group with the Salesperson Dashboard. Keep track of which users are available and who is out of the office on calls quickly and easily with Dashboard functions. Store a library of sales literature with searchable index for easy distribution to all sales personnel. Keep everyone literally on the same page with a central Salesperson Dashboard. Streamline remote sales and turn your static web site into an enterprise tool with Tekoa Web Portal - Salesperson.
Tekoa Mobile
Mobilize the sales force with access to the Salesperson Web Portal from their mobile devices. Connect to important business information literally anywhere with an Internet connection. View customer contact information and input new orders using a mobile device. Compatible with a variety of handheld devices, Contact Us for more information about mobilizing the sales force.
Customization
Web Portal Salesperson has customizable user accounts security and dashboard functions. If you would like to speak with a Product Specialist about specific functions or customizing the application to meet the unique needs of your organization, Contact us. |
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