Customers execute
Reorder against their contract pricing, manage subscriptions on the equipment they own, renew on their real terms — actions that complete, not requests that queue.
Portals
Every party to the deal,working from the same live data.
Customers reorder and renew. Distributors and service partners order for the accounts they serve. Everyone sees their own pricing, their own equipment, their own terms.
- A partner switches into the account they serve.
- Find the part in the list — or straight off the schematic.
- Ordered at that account’s pricing, on their terms.
Actions that completeReorder, renew, and order service — not forms that become tickets.
Order on behalf of an accountDistributors and service partners switch account context and order with that customer’s pricing.
Knows what they ownEvery serialized unit, its location, its coverage, its parts.
Scoped automaticallyEach party sees exactly what their relationship permits — no permissions matrix to maintain.
The problem
Your portal answers questions. Then everyone calls anyway.
Most B2B portals are read-only — order status, invoice copies, a knowledge base. The moment someone wants to actually do something, the portal hands them a form and the form hands your team a ticket. That’s not self-service. That’s a nicer way to queue.
What the portal does
Four parties, one set of live data.
Distributors and service partners execute
Switch into the account they’re serving and order with that customer’s pricing, equipment, and entitlements. Channel revenue without channel chaos.
Parts, found the right way
Search the parts list or pick straight off the exploded schematic for that exact serial number. No model-number guessing, no wrong part shipped.
Scoped by design
Every party sees and does exactly what their commercial relationship permits — computed live, not maintained by hand in a permissions matrix.
Where the buying committee decides
Where the committee meets the deal — and the deal is real.
Complex B2B decisions are made by groups, over weeks, across versions. Bring the committee to one place where the proposal isn’t a PDF snapshot — it’s the live deal: current configuration, current pricing, current terms. What they evaluate is what will execute.
In your world
ManufacturingDistributors quoting your products from stale price sheets. In the portal, they quote inside your live rules.ManufacturingEquipment, Devices & ConnectivityCustomers supplying their own equipment details just to open a service ticket. The portal already knows every unit they own.Equipment, Devices & ConnectivitySaaSCustomers can’t see or change their own subscription without filing a ticket. In the portal, the change executes.SaaS
The deal has many parties. The truth has one copy.
Stitched-together stacks give each party a different app synced to a different database — and the deal drifts between them. Here, each party gets a different surface on the same live data. Nobody is looking at a copy, so what a partner commits to is as valid as what your best rep quotes.
Trusted by teams that run on it
2008Operating since
50,000+Users
Frequently asked questions
Yes — they switch into the account they’re serving and order with that customer’s pricing, equipment, and entitlements applied.
Most portals are read-only: status, invoices, documents. Here the actions complete — reorder, renew, order parts and service — because the portal runs on the same data your team works from.
By searching the parts list for their unit or selecting directly from the exploded schematic tied to that serial number.
Yes — scope is computed from the commercial relationship itself, so each customer, dealer, or partner sees exactly what theirs permits.
Yes — subscription changes and renewals execute in the portal against their real terms, rather than routing to your team as a request.
No. It runs on Salesforce as an overlay — your CRM and data stay where they are.