B2B Sales and Service
B2B Sales and Service
- The B2B app offers your customers their own customer portal from their tablet or mobile phone instead of logging into a website. It is ideal for your customers who need to order products and services out in the field or on the shop floor.
- Restricted list of items for B2B sales.
- Customers can create Sales Orders specifying items to be ordered with notes as applicable
- Customers can create create service requests for specific assets
- Customers can create Jobs specifying required work with notes
Business Intelligence
- User-defined Inquiries which can have a combination of a chart, scorecard (multiple KPIs), and a listing report style.
- Customers can run real time Inquiries customised to your requirements
- Account information eg, by period and total balance
- Outstanding invoices and details
- Product purchases
- Stock inquiries
- The output within Freeway can be sent to a PDF file and emailed.
- A snapshot can be taken of a portion of the inquiry display and annotated with an audio note. This is much faster than typing an email.
- Scorecard KPIs or statistics can be defined, with highlighted conditional values.
- Restriction counts in the data can be defined, eg top 10 customers.
Setup and Security
- Customers have full password control
- You have full control of security and customer access
- Styles - user-defined solutions using any combination of objects.
- Employees – define the employees who use the Ostendo Freeway app and what they can do.
- Branding- user-defined background and button styles. Options include branding and logo in the background and user-defined buttons.
- User-defined background and button styles. Options include branding and logo in the background and user-defined buttons.