SOLUTIONS / DEALER SELF-SERVICE
Give routine requests
a direct path.
“Can you send that invoice?” “Where can I find my order?” Give dealers a place to find account information and place orders, so your team can focus on the requests that need a conversation.
THE EVERYDAY PROBLEM
Every routine request
starts another back-and-forth.
A dealer needs an invoice copy. Another wants to check an earlier order. Someone is ready to buy but needs the right catalog and pricing. Those requests deserve a clear starting point.
- 01
Find what to order
Give the dealer access to the configured catalog and account pricing.
- 02
Place the order
Let the dealer enter the order details through the portal workflow.
- 03
Find the record again
Provide order history, invoice access, and selected shared documents.
BEFORE THE ORDER
Make the starting point specific to the dealer.
Use account-based product visibility and pricing to guide the dealer’s selection. Configured policies and available order types help define how the order can be placed.
AFTER THE ORDER
Let dealers return
for the details.
Order history and invoice access give the dealer a way to revisit account records. Shared documents provide another place to find information your team has made available.
ILLUSTRATIVE EXAMPLE
A dealer needs a copy of an invoice.
They open their account’s invoice view, find the relevant invoice, and access its PDF. If they need help understanding a charge, your team can continue the conversation with that record in view.
KEEP THE HUMAN PART
Give your team room
for the questions that need them.
Self-service provides a path for routine work. Your team still handles account questions, unusual requirements, and exceptions. Choose portal sections and account policies around the way you serve dealers.
CAPABILITIES BEHIND THE WORKFLOW
Explore how the pieces fit.
BUILT AROUND YOUR BUSINESS
Make self-service fit your dealer relationships.
We can scope a portal around your customer rules, documents, and ordering process, using ORCA capabilities or a standalone custom solution.
LET’S WALK THROUGH IT
Start with the requests you handle most.
Bring a few examples of what dealers ask your team for today. We’ll explore which steps can move into an ORCA portal.