Sales
Sell in the field, from any device.
Whether you’re onsite or in the office, the Corevist Field Sales Portal gives you everything you need to place orders on behalf of customers. It’s a managed solution, so your IT team doesn’t have to maintain it. You get:
- SSO integration
- Real-time customer assignments from SAP
- Customer-specific catalogs
- Customer-specific pricing, inventory, & account history
- And much more
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Modern Sales made easy.
Our Field Sales Portal offers:
– SSO integration
– Multi-customer management
– Instant online ordering
– Customer-specific catalogs
– Customer-specific pricing
– Discounts/promos
– Personalized inventory
– Related products
– Smart SKU subsitution
– Product comparison
– Clickable diagrams (opt.)
– CPQ (optional)
– Requested delivery dates
– Order, shipment, & credit status
– View/pay open items & invoices
B2B sales has evolved.
You need real-time access to customer data.
And you need the ability to place orders.
So let’s do it.
The Seamless Sales Portal Your Reps Need.
Here’s the idea: Let’s empower your reps to sell more + sell better—from anywhere. Grow your revenue and customer satisfaction with a tool your Sales team will actually use.
- Customer assignments straight from SAP
- Personalized catalogs by customer
- Easy-to-use shopping cart built for on-behalf-of transactions
- Online payments like credit card, ACH, invoice, eCheck, PayPal, and more
- Full account management for every customer assigned to your rep
See it in action
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“We wanted to start with something for our salesforce and introduce it to our customers… but we knew that if we started with our CRM, we would end up with customers on one platform and sales reps on another.”
–Brian Poole, Sr. Dir., IT Enterprise Architecture, Bioventus
Learn how the Corevist Field Sales Portal delivered.
Bioventus needed a mobile-ready Sales portal for their reps—but it also had to work for customers in Phase II. They chose Corevist for a scalable solution. The result? Reps love it, and it’s been rolled out to customers, too—all without increasing the workload on Bioventus’ IT team.
Learn how the Corevist Field Sales Portal delivered.
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See all the features of the Corevist Field Sales Portal compared to our other solutions.
