01
Account context is scattered
Reps hunt across ERP, spreadsheets, email, and the website to answer a simple account question.
The front office for sales.
Solutions / Sales
The website for sales.
Free reps from order-status calls so they can quote, onboard, and sell.
Preview
What changes
The short version.
- Product catalog, price, terms, history, and ship-to follow the customer.
- A quote can start from the same product and pricing rules as the online store.
- Saved lists, previous orders, and account-specific product catalogs make repeat buying easy.
01 / The daily extra work
What slows your team down when your website and ERP don’t talk.
When your store isn’t wired to your ERP, your staff ends up doing the work by hand.
02
Quotes live in email
Pricing, terms, and product rules get re-created in a document instead of flowing from the system.
03
Reorders are a chore
A customer wants the same thing again, and the rep rebuilds the order from memory.
02 / What good looks like
What changes when your website runs on your ERP.
Customers get self-service answers, and your team gets hours back every day.
01
The account is in context
Product catalog, price, terms, history, and ship-to follow the customer.
02
Quotes start from truth
A quote can start from the same product and pricing rules as the online store.
03
Reorders are one click
Saved lists, previous orders, and account-specific product catalogs make repeat buying easy.
03 / The system pieces
Connect the role to the system.
The buying sequence is connected; start with the piece closest to the pain.
04 / Questions
What teams usually ask.
Bring the real version to the working session.
The system can support account-aware buying and assisted ordering; confirm the access model for your team.
The goal is a clean path from quote to order without re-keying. Bring your quote steps to the session.
Yes, the price should come from the same ERP rules and account context.
05 / Your ERP path
Your role on your ERP.
The buying path changes with the main system. Choose your ERP context.
The next moveBring your steps.
Bring your steps.
We’ll bring the website.
Show us the steps that hurt. We will show you how the system handles them with your ERP rules.