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Your representatives are the backbone of your sales team. They spend their days on the road, between appointments and customer visits, constantly processing new information. Often, they have to do this with inefficient tools, leading to frustration and loss of time. But what if you could give them a powerful tool that makes their work easier, faster, and more effective? That's exactly what our representative portal does. The ERP-linked CRM system has been specially developed to provide your representatives with everything they need to receive optimal support.

When do your representatives need a CRM system?

You recognize it, the representative who hits the road with pen and paper and comes back into your office with a book of notes, orders and customer information. This process is not only time-consuming but also prone to errors. Orders have to be entered manually, customer data is often not accurate and there is little overview.

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Your representatives may already be working with a CRM system, but without a link to your ERP system, which means that the full potential of both systems is not being used. If you choose to give your representative full access to your ERP system, they will see too much sensitive information. The result? Loss of time, inefficiency and missed opportunities. Time to invest in a solution that empowers your agents to work faster and better: the Marcando Representative portal.

What makes our Representative Portal so unique?

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Our portal was designed with one goal in mind: to support your team at every step of their working day, while at the same time using and optimizing your business processes thanks to the ERP link.

Navigation at its best

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The portal offers an intuitive and user-friendly menu, so your agents can quickly find what they need. The menu includes everything they use on a daily basis: from a dashboard and product catalog to scheduled appointments, (back) orders, sales receipts, invoices and notes. With everything at their fingertips, your team can switch faster and work more efficiently.

Everything at a glance

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The dashboard is the command center for your representatives. Here they see at a glance the most important key figures, such as upcoming appointments, overdue and outstanding invoices, orders placed and generated turnover. In addition, it offers them the tools to optimally plan their day and to be executed, with direct access to notes for quick updates and reminders. And that means wasting less time and more focus on what matters: closing deals and strengthening customer relationships.

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Visiting customers has never been so efficient

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A good relationship with your customers starts with insight. Our representative portal offers a comprehensive customer overview, so your team knows exactly who is in front of them. They can easily filter by location, customer type, and visit status. In addition, they get direct access to customer-specific catalogues and customer data sheets.

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This ensures that your representatives are not only well prepared for the road, but can also proactively respond to the needs of their customers. This makes the difference between a good customer relationship and a great one.

Access to notes anytime, anywhere

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Notes are more than just a reminder; they're often the backbone of effective customer follow-up. With our representative portal, taking notes, managing and searching is easier than ever. Whether it's recording customer information, jotting down important details during an appointment, or setting reminders — everything is digital and always accessible. No detail is lost and your team is better prepared than ever.

Managing orders will be a pleasure

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Managing orders is, of course, the core of their work for a representative. And now you can do that much faster and more accurately. With just a few clicks they see orders placed, including customer-specific rates and discounts. Thanks to the powerful search function and overview of most ordered items they find what they need quickly and place new orders and quotes without delay. Hello smooth workflow, fewer errors and happy customers!

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The secret ingredient

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At Marcando, we believe in smart working. That's why we put your ERP system first. Why reinvent the wheel or burden your office with managing multiple systems? Our representative portal connects seamlessly to your ERP and takes all that work off your team's hands. One system, full control. This is the secret ingredient for more efficient sales and satisfied customers.

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Do you want to give your representatives a boost?

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