Building portals for dealers & customers
In a world that never sleeps, waiting is the biggest barrier to growth. If your dealers have to call for a current price or customers have to email for an invoice, you lose valuable time and focus. A portal is more than just a login screen; it is a digital extension of your organization where sales, service, and data converge.
With Salesforce Experience Cloud, we blur the line between your internal systems and the outside world. You give external partners the tools to act independently, while you maintain full control. The result is an environment that doesn’t just answer questions, but actively contributes to your bottom line.
Autonomy and self-service for dealers and customers
Repetitive questions disappear from your organization
Questions regarding stock checks, order statuses, and invoice requests are made available real-time in a secure portal, allowing dealers and customers to act independently.
From administrative work to valuable contact
Because your team spends less time on standard inquiries, the focus shifts toward advice, relationship management, and commercial opportunities.
Your business runs 24/7
Customers and partners are no longer dependent on opening hours and can always move forward, ensuring processes continue to run seamlessly.
More control?
What this means for your organization
Autonomy across the chain
- Real-time insight into orders, prices, and invoices
- Less dependence on your inside sales team
- 24/7 self-service in a secure environmen
Efficiency and error reduction
- Significant decrease in repetitive questions
- Less manual work and data replication
- More time for strategic relationship management
Commercial acceleration
- Dealers create quotes and register leads
- More control over pipeline and partner activities
- Shorter time-to-quote and higher conversion rates
More than a standard portal
A good portal is not a separate environment alongside your organization. It connects sales, service, data, and processes in a single digital environment where dealers and customers can act independently, while you maintain control.
Self-service & autonomy
Give dealers and customers real-time access to prices, order statuses, invoices, and documents. This makes them less dependent on your inside sales team and allows them to proceed independently, at any time of the day.
Sales & configuration
Let dealers independently configure complex products via Configure, Price, Quote (CPQ). Quotes are generated automatically based on correct configurations and pricing agreements, making your sales process faster and error-free.
Service &
RMA
Centralize service processes in one portal. Customers and dealers register tickets, track repairs, and initiate return processes, while your support team immediately has all relevant context available in Service Cloud.
ERP integration & security
Connect Salesforce with systems such as SAP, Ridder iQ, or AFAS and work with role-based access. This creates a single source of truth, prevents errors, and ensures every user only sees the data that is relevant to them.
+28% hogere forecast-betrouwbaarheid binnen 4 maanden
De verbeterde forecast-betrouwbaarheid bij Vredo kwam niet voort uit één losse optimalisatie, maar uit een samenhangende Data & AI-aanpak binnen Salesforce. Diezelfde structuur is toepasbaar in iedere organisatie waar data strategisch wordt ingezet.
Trusted by organizations such as
Which portal fits your process?
Dealer Portals
Give your B2B partners the tools to act independently. Let them configure complex products, generate error-free quotes, and submit orders directly
Discover Dealer Portals
Customer Portals
Offer end customers a secure, central hub for self-service. Reduce the pressure on your inside sales team by allowing customers to manage tickets, returns, and invoices themselves 24/7.
Strategische inzichten over portalen
Verdiep je in portalen
Ontvang het executive stappenplan voor een samenhangende strategie binnen Salesforce.
Jaäl Pekelder
Sales Consultant
From portal to working chain
Building a portal is not a standalone technical project, but a change in how your organization collaborates with dealers and customers. That is why we don’t start with screens, but with processes.
Process analysis as the starting point
We map out where dealers and customers are currently getting stuck and where manual work causes the most significant delays. From there, we determine which functionality truly adds value.
Integration with your existing systems
A portal never stands alone. We ensure that it integrates seamlessly with your ERP, CRM, and other systems, so that data is not duplicated and processes run automatically.
Phased rollout with immediate value
We work in stages, where each phase is directly usable for your dealers and customers. This prevents long-term trajectories without results and allows for continuous adjustments based on usage.
Focus on adoption and usage
A portal only has value if it is used. Therefore, we ensure the environment works logically for end users and we guide the rollout toward dealers and customers.
Continuous development based on insight
After go-live, we continue to optimize based on usage and feedback. This ensures the portal grows alongside your organization and continues to contribute to your commercial and operational objectives.
Frequently Asked Questions
What is the difference between a dealer portal and a customer portal?
A dealer portal often focuses on sales support, deal registration, and B2B functionalities, while a customer portal is usually aimed at self-service, order history, and support for end users. The underlying technology is the same, but the functionality provided differs per target audience.
How do we unlock ERP data such as stock and customer-specific pricing?
We build integrations that connect Salesforce directly to your ERP. This allows prices and stock levels to be retrieved and displayed in the portal in real-time. This way, a user can always be certain that the information they see is actually correct at that moment.
Can external users configure complex products themselves?
Yes, by integrating (Salesforce) CPQ into the portal, users can configure products through an interface. The system maintains the logic, ensuring that no combinations are selected that are technically impossible or cannot be produced.
How do we manage data security and access rights within the portal?
We utilize Salesforce’s robust security architecture. Through profiles and permission sets, we determine exactly what each type of user is allowed to see and do.
Is a portal suitable for after-sales and service requests?
Certainly, this is one of the most effective applications. Customers can directly upload photos of defects, track the status of a warranty claim, or download manuals. This increases customer satisfaction and reduces the pressure on your helpdesk.
What technology do you use to build these environments?
We use Salesforce Experience Cloud. This platform offers the flexibility to design portals entirely in your own corporate identity, while benefiting from a direct connection to Sales and Service Cloud.
