Let dealers help themselves — they'd prefer it anyway.
Your CSR team spends hours answering routine inquiries — invoice copies, order status, credit balances, return requests. We build self-service account management that lets dealers handle all of this themselves, 24/7, without a phone call.
Routine Account Inquiries Consume Your Best People
- →CSRs spend 40-60% of their time on routine inquiries that don't require human judgment
- →Dealers wait for business hours and hold times to get answers they could find in seconds online
- →Invoice copies, PO status, and credit balance requests handled via email chains that take hours
- →Return and credit requests require back-and-forth communication instead of a structured workflow
Account Self-Service
Invoice & Statement Access
View and download invoices, credit memos, and account statements. PDF download, date range filtering, and search by PO number or invoice number.
Order Tracking
Real-time order status from placement through shipment to delivery. Tracking numbers, shipment details, and estimated delivery dates.
Returns & Credits
Structured return request workflow with reason codes, photo uploads, and RMA number generation. Credit status tracking from request to resolution.
Credit & Balance Management
View credit limit, available credit, aging summary, and payment history. Dealers manage their own accounts receivable without calling your AR team.
User Management
Dealer admins manage their own users — add, remove, and assign roles. Purchasing, approvals, and account viewing separated by permission.
Document Library
Centralized access to catalogs, spec sheets, price lists, terms and conditions, and compliance certificates. Always current, always accessible.
The Engagement Process
CSR Inquiry Analysis
Analyze your current CSR inquiry volume by type. Identify which inquiries can be self-served and which require human judgment.
Portal Design
Design the self-service experience based on the most common dealer inquiries. Prioritize features by CSR time savings and dealer satisfaction impact.
ERP Integration
Integrate with your ERP for real-time order status, invoice data, credit information, and account balances. Bi-directional for return requests and credit applications.
Workflow Configuration
Configure return request workflows, credit application rules, and notification triggers. Match your existing business rules.
Launch & Adoption
Launch with dealer training and CSR scripts that redirect callers to self-service. Track adoption rates and CSR inquiry volume reduction.
Frequently Asked Questions
B2B Commerce · Account Self-Service
Every engagement starts with an assessment.
We scope work after we understand your operation — not before. The Launchpad assessment maps where you are, quantifies what it's costing you, and sequences what to do first.
Start Your Assessment