SalesHQ allows you to provide customers with self-serve access to their Microsoft Dynamics GP receivables account data such as invoices, statements and transaction reports. This access is available from anywhere, on any device, in real-time.
- Each user is provided with their own log-in credentials.
- A customer master window that includes contact details and recent summarized account information.
- Open and historical customer transactions; sales invoices, payments and returns.
- Search transactions quickly.
- Drill down to reveal full transaction information.
- Save a transaction to pdf or print.
- Export data directly to Excel.
- Customer statements from the last two years.
- Lookup inventory items to check stock availability.
- Lookup prices for items prior to placing an order.
- Raise new sales orders directly through the portal.
- A contact form so they can send information to update.
Internal salespeople can also be given access to their assigned customers giving access to all of the above; multiple salespeople can be assigned to the same clients (allowing managers to see all of their team’s customers).
Salespeople can also create prospects, raise quotes, orders and invoices as well run SSRS reports.
SalesHQ is a safe and secure cloud based business portal which is also simple and easy to use. It can be branded using your own company logo and/or image so users know they are in the right place.