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Insider Series | Serving B2B Customers

6/11/2021 - 12:40:03 PM


Enable customers to engage with your business online.

This episode is part of an ongoing video series demonstrating tips, tricks, and features to help you get the most out of Eagle Business Management Software. In today's video, Nathaniel explores how you can use the EBMS Customer Portal to provide a better business-to-business  (B2B) customer experience.

Are you struggling to keep accurate and current product info in front of your customers? Do you have double-entry errors because orders are entered manually? By offering an online customer portal, your customers are able to shop your product catalog, access their order history, and pay invoices online.

This video covers - 

  • An explanation of online EBMS options including the essential, select, and premium editions
  • How your customers can access their account details, recent orders, and payment information
  • An easy way for customers to pay outstanding invoices
  • Several ways to make online ordering even easier including file uploads, easy reorders, and RFQ's 

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Video transcript

Hello and welcome to another episode of our EBMS insider series. This is a regular video series we do to demonstrate tips, tricks, highlight features, and provide other information to help you get the most out of your software. My name is Nathaniel Gingrich. I'm the Chief Product Officer of Eagle Business Software and in this episode we'll be taking a look at the EBMS Customer Portal and the many ways it enables customers to engage with your business. The features we'll be looking at are available in EBMS 8.3. Over the past few years we've been working hard on building out a an online customer portal where your customers can access not only the product catalog you have available but also their order history, or maybe pay bills online. Today we're going to go through that portal and highlight some of the features specifically developed in the business to business world where you're selling directly to another business. We've also taken the effort to simplify our product offering so that makes it easier for you to choose what product is best for your business. We have essentially three levels; the essential, the select, and the premium. In the first you have the basics. You have your product catalog, your customer can log in and see the order history and reorder, they can also pay outstanding bills online. Once we get into the select we're able to provide more complex product catalog features like components and accessories, special pricing features, and so much more. And then finally in the premium package we're able to do things like quick reorder and request for quotes, and managing quoting online, and so much more. So let's dive in and look at what the customer portal has to offer. Here your client is able to log in and see their account details and also the most recent orders they've placed, and quickly access details regarding those orders. They're also able to access payment type information like stored credit cards that may be kept on file with your company. They can remove a credit card, they can update a credit card, and they can also add ACH payment information if you offer that service as well. Your customer is also able to login and view all outstanding invoices and they can apply a payment per their preferred method. The select edition of our customer portal comes with a long list of unique features for the product catalog; things like multiple units of measure or customer specific pricing, promotional and bracketed pricing, product attributes, product accessories, even made to order and optional components. And you can get into serialized items as well on a large order. It can take your customer a long time to go through the product catalog and add to cart every product they wish to purchase, so the select edition adds a feature to the shopping cart your; customer can create a spreadsheet file with your product number and the quantity they wish to purchase and then they're able to upload that and it creates that shopping cart of products for them. Do your customers ever submit to you a request for quote? You can now direct them to the customer portal where they can create that RFQ. You can then provide the quote back to them with the appropriate pricing and then they are able to load that into the shopping cart and submit it as an order. We're also very excited about the easy reorder page. This page will allow your customer to log in and view the products that they most commonly purchase. They'll be able to select different date ranges; the last 30 days, the last six months, the last year, and it will surface to the top the products that they purchase the most often, and so they'll be able to on that page go down and quickly type in that they want 10 of these, five of this, and six of the other and quickly add them to the shopping cart to create that order. Are you struggling to keep current and accurate product catalog information in front of your customers? Are there double entry errors occurring because you're needing to type everything in manually? The customer portal might be the answer. It may be the way in which you can provide a more effective customer engagement, allowing your customer to quickly and effectively create that order in your system. Let's sit down and chat about the ways in which a customer portal can meet your needs. Hey, thank you for watching visit info.egobusinesssoftware.com/support/insider to access all of the EBMS insider episodes. If you have any questions please feel free to reach out to us and be sure to check back next month for another EBMS insider episode.

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