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Regifactu

Benefits of an ERP-connected B2B portal

By Equipo Regifactu

A digital gateway for every business customer

A B2B portal lets you offer information and services tailored to each business relationship: catalogues, prices, availability, orders, documents and tracking.

Connected to your ERP and CRM, the portal gives customers more independence and stops your team maintaining parallel channels with conflicting data.

Experiences it can offer

Personalised catalogue

Relevant products, terms and availability for each account.

Orders and tracking

Submit requests and check progress without manual exchanges.

Documents

Easy access to invoices, certificates, files and messages.

How it changes everyday life for customers and your team

<p>For business customers, a B2B portal means ordering whenever suits them, at their own prices, without waiting for someone to confirm stock. For your team, it means no more retyping orders from WhatsApp or email, or sending invoices one by one: customers download them themselves. An <a href="/erp-portal-de-clientes">ERP with a customer portal</a> puts both sides on the same data: a portal order is already an ERP order, with its stock reservation and delivery note.</p>

What to decide before launching the portal

<p>Who can log in (verified account customers or anyone who registers), what each person can see (prices, permitted products, order minimums), how they pay (on credit under agreed terms or by card), and who handles issues. These are business, not technical, decisions, and it’s best to make them before launch. In <a href="/ecosistema-digital">Regifactu’s digital ecosystem</a>, the portal works alongside the public website and online shop, each serving its own audience.</p>