B2B sales portal for field teams

A portal for account managers and distributors to configure orders, track availability, and speed up quote cycles.

B2B sales portal for field teams

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.

35%faster quoting
22%fewer order errors
1sales workspace

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

Quote builder

Quote builder was shaped into a clearer, more usable part of the client experience.

  • Clear structure
  • User-ready content
  • Responsive delivery

Account pricing

Account pricing was shaped into a clearer, more usable part of the client experience.

  • Clear structure
  • User-ready content
  • Responsive delivery
Account Ordering

Account Ordering

Sales teams can configure orders, compare availability, and submit requests from a guided interface.

Operational Visibility

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.

35%faster quoting
22%fewer order errors
1sales workspace

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