No more outdated PDFs in the inbox. In the knowledge base, dealers always find the latest manuals, technical specifications, and campaigns from your partner programme.
Turn your dealers into your best sales reps: Salesforce dealer portals
Working with a dealer network? Your success depends on how easy you make it for them. If a dealer has to call for a current price, email for a stock status, or wait days for a quote, you lose speed. By then, the end customer could already have bought from a competitor.
With Salesforce dealer portals (Experience Cloud), you hand your partners the keys. They log into a secure environment connected directly to your CRM. No delays, no data migrations, just a real-time window into your organisation. This lets them sell, order, and deliver service independently.
Why complex products and large dealer networks call for a different kind of portal
We build portals for leading Dutch manufacturers (including Hapert Trailers, Hoeflon, Voortman, and Vredo). We understand you’re not a commodity reseller: you sell configurable machines, thousands of spare parts, and work with dealer discounts that vary by partner.
Our strength is the combination of Salesforce expertise and deep ERP knowledge, so dealers can act independently without constantly calling your team. We integrate processes, not just systems. In practice, that means:
- No duplicate data: Because the portal runs on Salesforce, dealers look at the same data as your inside team. No separate database to maintain.
- Real-time ERP visibility: Through our integrations, dealers see live delivery status from systems like Ridder IQ, SAP, or Isah.
Features for sales-driven dealers
We configure the portal to help your dealers sell faster.
Self-service configuration & quoting
Sell complex products without errors. Dealers configure trucks, cranes, or machines themselves through a visual configurator. The logic in Salesforce (CPQ) ensures they never sell impossible combinations. One click generates a professional quote, including their specific dealer discounts.
Lead management & registration
Prevent you and your dealer from chasing the same customer. In the portal, dealers register and manage their own leads and opportunities. You get visibility into their pipeline (forecast) and they can protect their sales opportunities (‘Deal Registration’).
Order management & end-to-end integration
Dealers place orders directly in the system. Does an order require approval due to a high discount? Your sales manager gets a notification straight away. Once approved, the order moves straight to production. The dealer tracks the status from ‘in production’ to ‘shipped’ in real time, without picking up the phone.
Aftermarket & spare parts
The margin is often in the parts. In the portal, dealers find the right part by serial number or through an exploded view drawing. They see instantly whether it’s in stock and place the order.
Service & RMA
Something breaks? The dealer submits a service ticket or return (RMA) through the portal. They see exactly which assets (machines) are installed at which end customer and can view the full service history.
Knowledge & marketing
The front end connected directly to the core
The front end connected directly to the core
Many portals are standalone websites cobbled together at the back end. That’s asking for trouble. Whether we go native Salesforce or a deep ERP integration, we make sure the systems feel like one.
- 360-degree view: Everything a user does in the portal lands directly in your CRM. Your customer picture is always complete.
- Real-time data: Update a price in your ERP or a product in Salesforce? The user sees it immediately. No sync delay.
- Centralised security: We reuse the permission structure of your back end. You control who sees what in one place, and the portal follows.
Ready for a digital dealer network?
Cut the email chain and start collaborating. Let’s talk about how we can give your dealers more autonomy.
Frequently Asked Questions
What is the difference between a dealer portal and a customer portal?
A dealer portal is specifically designed to make your sales partners (dealers) more successful and more independent. Where a customer portal focuses on service for the end user, a dealer portal gives your partners the tools to configure complex products themselves, register leads, and get direct visibility into their own dealer discounts and inventory. This speeds up their sales process and grows your shared revenue.
Does a Salesforce dealer portal run on Experience Cloud?
Yes, we build these portals on Salesforce Experience Cloud. This gives us a secure environment connected directly to your CRM. The portal feels like one cohesive whole with your underlying systems, giving dealers real-time visibility into your organisation at all times.
How does ERP data become visible in the portal in real time?
We build deep, smart integrations between Salesforce and your ERP (such as Ridder IQ, SAP, or Isah). The moment a price, stock status, or delivery time is updated in the ERP, it flows straight through to the portal. That way, your dealers always have the most current and accurate data to act and sell on the spot.
Can dealers configure quotes themselves with CPQ?
Absolutely. With the built-in Salesforce CPQ (Configure, Price, Quote) functionality, dealers can easily configure complex products (such as trucks or machines) themselves through a visual configurator. The system enforces all the technical logic in the background. One click then generates a professional, accurate quote, including the dealer’s specific discount.
How do you manage deal registration within Salesforce?
Through the portal, dealers easily register and manage their own leads and sales opportunities. This ‘Deal Registration’ ensures they can protect their pipeline and work closely with you around a shared prospect. At the same time, it gives you as the supplier clear visibility into the expected pipeline (forecast).
Is a dealer portal secure and role-based?
Yes, security and control come first. We reuse the existing permission structure of your back end. You decide in one central place who can view or edit which information, and the portal adopts those rules directly. Each dealer logs into a strictly secured environment and sees only the data, pricing, and orders relevant to their specific role.