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Sales Rep Portal


Mobilize Your Sales Force

Take your show on the road

The CRM Sales Portal gives your sales reps easy access to information required to close deals. The Sales Portal shows a full, 360-degree view of customers, including Open Orders, Invoices, Quotes, AR and more. Sales reps can create new quotes and access data from ERP or from CRM whether they’re in the office or on the go.

Included with OnContact CRM, the Sales Rep Portal provides salespeople in the field seamless access to all customer-related data maintained in Aptean Industrial Manufacturing ERP WorkWise Edition, including a web based Quotation application. Dashboard views of this data also provide drill down ability.

Sales Rep Portal Advantages

In addition to user-defined searches and display of Leads, Opportunities, Activities, Incidents, and Contacts the portal includes the ability to seamlessly access critical customer information.

Sales Rep Portal Features

  • Orders
  • Invoices
  • Quotes
  • Receivables
  • Returned Goods
  • Warranty Data

Sales Rep Portal Benefits

  • Ability to make decisions faster
  • Improve efficiency
  • Increased communication
  • Better teamwork
  • Instant access to ERP data anytime, anywhere
  • Fluid workflow
  • Faster approval process
  • Increased responsiveness to customer questions and requirements

ERP software together with CRM software

Aptean Industrial Manufacturing ERP includes our award-winning, full-featured CRM software. From quote to delivery, WorkWise gives you complete control of every aspect of your business.

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