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3 Reasons You Need a Customer Portal For Your ERP System

9/15/2016

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Customer Account Portal for Sage
If you run a business, these three things probably apply to your customers:
  • They pay you money
  • They’ve become accustomed to banking and shopping online
  • They often have questions about their accounts

If you’re not offering them an option for customer self-service, you are missing out on a golden opportunity to make your business more efficient and provide a better customer experience.

And the best way to do that is providing a customer portal that’s integrated with your Sage ERP system.

Even if you don’t sell physical products online (you know, like Amazon), you’ll still see amazing efficiency gains and cost-savings from a Sage-integrated customer portal.

Here are 3 reasons why.
​

1. Customers Are Used to Paying Online

Businesses that manage their accounts receivable processes using paper invoices, mailed statements, and hand-written checks are a dying breed. These days, customers have experienced the ease and convenience of paying bills and managing finances online in their personal lives – and have come to expect that same convenience and efficiency when it comes to business and paying invoices.

In fact, many of your competition are probably already providing that convenience and letting their customers pay online.
​

2. Customers Don't Always Want to Speak with Humans

If given a choice, most people today will opt for online banking over calling the bank or going in and speaking to a teller. It’s convenient, they don’t have to wait in line or listen to hold music, and they can get the information they need any time of day – during business hours or in the middle of the night.
This is the mindset of today’s consumer.

So forcing them to call and talk to a customer service rep or wait for a response to an email (which can take hours or even days) when they have questions about their account is likely going to frustrate your customers.

Why would you make them jump through hoops when it’s more cost-effective to give them secure, cloud-based access to the account information they’re looking for?

The more quickly you can handle customer questions or account disputes, the more quickly you can get paid.
​

3. The Death Of "The Check Is In The Mail"

Allowing your customers to view and pay their invoices online in a web-based portal isn’t just good customer service – it’s good for cash flow. No more wondering if they really sent their payment. They either submitted it in the customer portal or they didn’t.
​
Payments are credited to your accounts electronically, and they also flow directly into Sage. They won’t get lost in the mail, sit on someone’s desk waiting to get entered in the system and deposited, or any other such activities that come between you and your customers’ money.
​

​Your Sage ERP Already Has All The Data To Make It Happen

​Just like ATMs and online banking revolutionized the banking industry, unlocking your Sage data in a cloud-based customer portal will modernize your customer service and help you grow your business.

Learn more about Sage-integrated customer portals from Website Pipeline. Or contact your Sage reseller to learn more.
​
Guest Post by Website Pipeline
This article was provided by Website Pipeline.

​The company builds B2B eCommerce solutions that integrate with Sage ERP systems, leveraging the existing data in those ERP systems to create customer-facing tools allowing self-service at any time, from anywhere, and on any device.
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