How does the sales panel support effective customer management in B2B?

As shown by the forecasts presented in Gartner's report "FUTURE OF SALES 2025", in the coming years as many as 80% of B2B transactions will be carried out in digital channels.

Data from the report “The Ultimate B2B E-commerce Guide: Tradition is out. Digital is in” prepared by DHL Express indicate that for 64% of people making B2B purchasing decisions, a good overall experience is more important than price.

Companies that are still unprepared for the new realities must therefore ensure both maintaining or creating a technological advantage and ensuring the highest level of convenience for their customers.

The answer to this challenge is tools that enable the harmonious cooperation of technology and business. One of them is the B2B sales panel, which streamlines sales processes and allows for effective management of B2B customers.

What is a B2B Merchant Panel?

Modern technologies play an incredibly important role in almost every medium and large company today. It is hard to imagine the work of salespeople without solutions such as ERP , OMS or CRM systems in B2B.

In addition to optimizing sales processes, it is extremely important to maintain the best possible relationships with business partners. This is one of the reasons why many organizations find the B2B sales panel to be an irreplaceable aid.

What is this solution and what can it offer your company? The salesperson panel is a set of work tools that allows, among other things, streamlining numerous repetitive tasks, as well as enabling easier personalization of the offer and more efficient management of customer relationships in B2B sales.

It therefore guarantees a balance between innovation and stable customer relationships.

5 Key Merchant Dashboard Features that will transform your B2B sales

To understand how implementing a professional B2B sales panel can affect your company's efficiency, we first need to understand the most important applications of this tool. So what functionalities and improvements can your employees count on if you decide to implement this solution? The B2B sales panel will allow them to:

• viewing customer shopping carts;
• editing product lists;
• creating offers for the client;
• tracking the status of offers;
• automation of repetitive tasks.

The sales panel will therefore provide comprehensive support for your company – it will provide numerous tools for B2B sales teams. Thanks to it, reporting, checking the status of offers and carrying out everyday tasks will be much more efficient.

But what will your employees gain in practice from the B2B salesperson panel? Thanks to it, salespeople will be able to, among other things, build an offer using a generator, enter specific prices for the customer and generate it as a PDF document that can be sent quickly and conveniently. All this will be done using one tool, not three different systems as has been the case so far.

How does a merchant dashboard increase sales and personalize customer experience?

It's worth remembering that a sales panel isn't just about greater convenience for your employees. Providing your sales department with access to this tool will also enable even more effective B2B customer management. But how can this be achieved? Using the discussed solution will allow your employees to, among other things, analyze customer needs much more effectively.

Viewing individual baskets will give salespeople a chance to understand the purchasing process even better and learn about the intentions of your business partners. This, in turn, will eliminate potential barriers, which will translate into more conversions. We should also not forget that a professional B2B sales panel also means effective sales management. It is the use of this tool that will facilitate, among other things, processes related to advising customers who have already started the purchasing process and have encountered specific problems.

Thanks to the panel, it will be possible to more easily answer questions, manually edit baskets or prepare a special, personalized offer. This will not only translate into the optimization of B2B salespeople's work, but above all, it will have a positive impact on current and future business relations.

However, these are still not all the benefits that your organization will be able to feel after implementing this solution. Implementing the sales panel will also bring benefits to the company's management. The numerous functionalities of this tool will improve, among other things, the control of individual processes, and will also facilitate the creation of reports and forecasts.

Optimizing the work of B2B salespeople thanks to the effective use of the panel

Entrepreneurs who are looking for effective ways to optimize processes and automate B2B sales must realize that in order to create an effective company infrastructure, it is necessary to combine several different elements. The salesperson's panel is certainly an extremely important part of this puzzle - but we cannot forget about the importance of its integration with other key applications.

So what systems should you connect your B2B platforms to? It is worth considering integration with:

• ERP (Enterprise Resource Planning);
• CRM (Customer Relationship Management);
• PIM (Product Information Management);
• WMS (Warehouse Management System);
• TMS (Transport Management System);
• OMS (Order Management System);
• Marketing Automation.

The above examples are of course just a few of the possible integrations. If you want to know which B2B sales team tools are worth combining in your company, contact our experts  who will advise you on this matter and help you build a B2B platform tailored to your organization's needs.

Want to implement an effective B2B sales panel? Get expert support!

A professional, modern sales panel is an invaluable support for sellers, who can use it to effectively manage B2B customers. As with many tools for companies, this solution will be able to bring the greatest benefits when it is properly designed and implemented.

It is therefore necessary to, among other things, analyze the specifics of the company, select the functionalities of the B2B platform appropriately tailored to its needs, and in some cases also integrate the prepared tool with other systems used. Do you need support in implementing the above actions? Then take advantage of the knowledge of our experts.

Do not let the lack of tools limit the development of your company. B2B Merchant Panel will help you operate more efficiently and provide better customer service. Call our experts  today and let's create a solution that will revolutionize your sales processes. As Ideo, we can prepare a solution for you that will work harmoniously with your business.