B2B sales portal for field teams
A portal for account managers and distributors to configure orders, track availability, and speed up quote cycles.
Overview
Sales reps were losing time to manual quote requests and disconnected product availability checks.
The portal brought products, accounts, pricing rules, and order status into a single sales workflow.
Building the Foundation for a Clearer Digital Experience
The work focused on turning the client website into a confident first conversation: strong enough for first-time visitors, structured enough for decision makers, and calm enough for people comparing service options.
Each section was shaped to connect the hero promise with practical service paths, trust signals, and clear next steps so the site feels complete when a case is opened from the listing.
Key Features
Account Ordering
Sales teams can configure orders, compare availability, and submit requests from a guided interface.
Operational Visibility
ERP and inventory signals are surfaced directly in the portal to reduce back-and-forth.
Impact
Sales teams gained a cleaner workflow for complex B2B ordering and customer support.
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