Online Dealer Quotes in B2B eCommerce – A Must Have

You’ll be surprised how many times your B2B order got delayed (or worst, you might have lost the sale) as your dealer (who’s buying from you) was asked to send in a quote before any approvals, and he delayed or forgot. These approvals for your dealer(s) would, in turn, mean business for you. Quotes and proposals are a big part of any B2B business, this feature can certainly help to increase productivity. Then why not give this value-added feature to your dealers who can pull that smartphone or tablet out, right when they are sitting with their customer, create a PDF quote and speed up the approval process? Integrated B2B portals allow for speed and ease when performing these vital business functions. The responsiveness of sales representatives and dealers can really make a difference in your business – they should act with autonomy and control, all while being integrated into the entire eCommerce website and back-end ERP (Dynamics Business Central NAV) technology. Online sales quote creation (integrated with your ERP and B2B eCommerce website) can allow your dealers to move quickly and capitalize on sales opportunities and provide better customer service.

The Integration Aspect

B2B has many complex business functions and workflows. After we incorporate an eCommerce aspect, it can become complicated to manage. This is why a truly seamlessly integrated solution is key. Nav-to-Net™ B2B eCommerce integrates with business processes, such as accounting, order taking, and dealer and vendor relationships while providing a functional front-end to customers. This online quote generation feature saves time and effort, creating PDF quotes effortlessly and allows your dealers to manage it all within your website and keep them engaged.

What does the feature do?

Businesses use online sales quote feature as part of their selling process through their dealers and distributors. It includes large complicated orders, ability to add markups or discounts, and other relevant customer information. B2B dealers can generate PDF’s of the quote automatically and email, track and manage it efficiently. Sales orders can be accessed and put through from the quotes section.

Here’s how it works: Online Dealer Quotes.

Business Benefits

With this feature, you can keep better track of your business opportunities and order statuses. This can be done even across several vendors, dealers, and sales representatives because it’s rarely just one person bringing in the business. Because you have up-to-date information at your fingertips and a consolidated view of what’s going on, it allows you to move quickly on customer sales opportunities. All in ERP (Dynamics Business Central NAV), you are able to see more of what’s in the pipeline, which customers and quotes were successful, and get an overall better picture. This shapes your strategy and how you prioritize and allocate resources.

Find Out More

If you want to see more click here for a 4 Minute Demo video. To learn more about our eCommerce solution, talk to us or request a demo.

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About the Author

Michael Kulik is the founder and President of Digital Vantage Point. Their flagship product, Nav-to-Net, is the only embedded eCommerce solution that can be 100% managed from within Microsoft Dynamics 365 Business Central.

Michael is responsible for leading the corporate strategy for technology and architecture of the software to ensure the product remains at the forefront of the industry.

You can find Michael on LinkedIn.

Experience eCommerce Managed Inside Business Central

See how Nav-to-Net™ transforms Microsoft Dynamics 365 Business Central into a fully integrated eCommerce platform. No middleware. No duplication. Just one source of truth for every order, customer, and product.