SALES PORTALS • ORDER-TO-CASH
Digitise your sales cycle. Simplify the customer experience.
Centralise your orders, communications, documents and customer information in a B2B portal connected to your IT systems. Weexa helps you digitise your Order-to-Cash process, from order through to invoicing and payment tracking.
A customer portal at the heart of your sales process
Bring customer communications and information together in a B2B portal connected to your IT systems. The portal simplifies sales cycle management and streamlines interactions between your customers, teams and business applications.
Simplify order management
Centralise orders and the information needed to process them.
Strengthen customer relationships
Offer a dedicated access point to simplify communication and information sharing with your customers.
Gain visibility
Track orders, documents and every stage of the sales process more easily.
Connect your tools
Integrate the portal with your ERP and business applications for seamless exchanges.
From order to payment, streamline every step
The Order-to-Cash process covers the sales cycle, from receipt of the customer order through to invoicing and payment. Digitising it keeps information flowing and improves continuity between your customers, your teams and your tools.
Improve the customer experience through self-service
Give your customers a dedicated B2B space where they can find their orders, documents and other useful information. By centralising interactions and giving customers self-service access to key information, you reduce requests to your teams while improving the customer experience.
Order tracking
Customers check the status of their orders and deliveries in real time.
Documents on demand
Invoices, delivery notes and order confirmations available 24/7.
Self-service ordering
Customers place and manage orders online, directly from their dedicated space.
Fewer requests to your teams
Routine questions are answered by the portal, freeing up your sales and customer service teams.
Example of a customer portal – mock-up interface for illustration purposes only
Connect your sales portal to your IT systems
A sales portal shouldn’t operate in a silo. Drawing on its expertise in integration and B2B data flows, Weexa connects your portal to your ERP, CRM, WMS/TMS, business applications and customers to ensure data continuity across the entire Order-to-Cash cycle.
ERP
Connect orders, customer information and sales data to your ERP.
Automate your B2B exchanges
Integrate orders, advance shipping notices, invoices and other documents exchanged with your customers.
API & business applications
Connect the portal to your CRM, WMS, TMS and other applications in your ecosystem.
E-invoicing
Build your e-invoicing flows into your sales cycle and IT systems.
FAQ
Your questions answered
Find answers to frequently asked questions about our sales portals.
What is an O2C sales portal?
A sales portal digitises and centralises exchanges across the Order-to-Cash (O2C) cycle, from order taking to invoicing, payment and customer follow-up. It makes interactions easier between internal teams, customers and partners.
Which steps of the Order-to-Cash process can be automated?
An O2C portal can automate order receipt and processing, transmission to internal systems, delivery tracking, invoicing and status management. Workflows can be tailored to your sales and logistics processes.
What are the benefits of a B2B customer portal?
A B2B customer portal provides a single access point for orders, documents, invoices and tracking information. It gives customers more autonomy, reduces manual exchanges and saves time for your sales and administrative teams.
How does an O2C portal improve customer order management?
The portal centralises orders and automates their transmission, checking and tracking. Customers and internal teams alike get better visibility of order progress, deliveries and related documents.
Why choose Weexa for your sales portal?
Weexa combines its expertise in integration, EDI, B2B exchanges and e-invoicing to connect your sales portal to your existing IT systems. The aim is to digitise your Order-to-Cash process end to end, with seamless exchanges with your ERP, CRM, logistics applications, customers and partners.
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