They Trust Us
Turn Every Client Visit into a Revenue Opportunity
Your sales reps shouldn’t just show up – they should show up prepared. With built-in visit planning and reporting tools, they know who to see, what to pitch, and how the last conversation went.
Visit Planning
Create and manage visit schedules.
Performance Tracking
Track goals, orders, and follow-ups.
Instant Reporting
Generate visit reports instantly.
The Problem It Solves
Unplanned visits = missed sales opportunities
Without structured visit planning and reporting:
Reps waste time on low-priority visits
Follow-ups fall through the cracks
Managers lack visibility into field performance
Sales opportunities go cold without tracking next steps
How It Works
Plan, execute, and measure every visit.
- Reps log in and view their planned visits for the day/week
- See customer history, recent orders, and outstanding issues
- Record notes, commitments, and orders on the spot
- Submit visit reports instantly for manager review
What Makes It Different?
Built for B2B field sales teams.
System Integration
Integrates directly with ERP and CRM for real-time data.
Flexible Access
Works on any device, online or offline.
Industry Templates
Customizable reporting templates for different industries.
What It Looks Like in Practice
A complete sales day managed through the B2B portal – no paperwork, no data gaps, just seamless execution.
1. Morning Planning
A rep opens the portal in the morning and sees a prioritized visit list.
2. Pre-Visit Review
Before meeting a client, they review past orders and open quotes.
3. Live Visit Capture
During the visit, they log new opportunities and take an order.
4. Automated Reporting
A report is automatically generated and shared with the manager.
Ready to Transform Your B2B Operations?
Schedule a 1:1 consultation with a specialist who’s helped businesses like yours build customer portals that drive real revenue and automate operations.
Related B2B Portal Features
Transform how you do business with a comprehensive B2B portal that brings everything together in one powerful platform.
FAQ
How does B2B Portal by SyncSpider integrate with my ERP or PIM?
B2B Portal by SyncSpider offers native connectors for popular ERP and PIM systems and an open REST API for custom integrations. Whether you’re using SAP, Oracle, Microsoft Dynamics, or a custom-built system, B2B Portal by SyncSpider syncs product data, pricing, and orders automatically—without disrupting your workflow.
Can I use B2B Portal by SyncSpider for multiple brands or regional sites?
Absolutely. B2B Portal by SyncSpider supports multi-site and multi-brand operations, allowing you to manage pricing, inventory, and orders across different storefronts and regions from one unified platform.
How long does implementation take?
Implementation time depends on your specific business needs, but most setups are completed within weeks, not months. Our team ensures a smooth transition, minimizing disruption to your current operations.
Do I need an in-house development team to use B2B Portal by SyncSpider?
No. Our team handles the full implementation—from integration to setup—so you don’t need technical expertise. However, if you have an internal development team, B2B Portal by SyncSpider offers a REST API and full documentation for additional customization.
Why choose B2B Portal by SyncSpider over OroCommerce, Spryker, Shopware B2B?
- Cost: Up to 60% cheaper than enterprise platforms.
- Flexibility: Built for sales agents, not just IT teams.
- No Bloat: Focused on B2B sales workflows, not generic eCom features.
Is this a scalable, long-term solution?
Yes. It’s a platform that grows as you scale – without growing your tech debt. It’s fully modular, customizable, and built for future growth.
Can B2B Portal by SyncSpider replace our ERP?
No – and it shouldn’t! B2B Portal by SyncSpider complements your ERP as a modern sales front-end, ensuring your “source of truth” stays intact.