Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to- use, online customer portal that allows customers to ‘self serve’ their own account and for staff to view accounts and documents without the need to access Sage 200.
Copies of invoices are requested for around 5% of all invoices issued. As it takes around 15 minutes to locate and email documents, a lot of admin time is wasted. In 90% of cases, this task can be eliminated by customers accessing their documents on your customer portal.
It can be challenge to stay connected when working away from the office. Provides remote access to internal staff to view their customers’ account information and prepare for meetings by checking order histories, overdue balances and such like.
You’re unlikely to be purchasing a Sage licence for non-essential users. Low-cost access to customer account information via Spindle Self Serve can significantly improve efficiency and ensure a quicker response to customer queries.
Provides another way to promote special offers to your customer base using in-system pop-up messages. Different customer types can be targeted with a particular offer and more than one promotion can be run at a time.
With self-service access to their account, customers can help themselves to the information they need. From document copies, invoice and credit history to order histories and overdue balances, using the online portal saves time for your customers in placing a call or sending an email.
Your customers can see a complete overview of their account including an account summary, recent orders, invoices and credit history.
Customise with your company branding, using your logo and colour schemes, to assure your customers they are in the right place.
A complete document history of invoices, credit notes and statements. Link with Spindle Document Management to download PDF copies (need Spindle Document Management).
See all past orders on the history tab, includes a live order status to indicate if the order is despatched, in progress or on hold.
Purchase additional licences for internal staff to access all customer accounts and documents without the need to access Sage 200.
Let your customers help themselves to what they need at any time. No need to make a phone call or send a call to make their request.
Advertise multiple sales promotions to various types of customers. Change the message seasonally and only make visible to certain customers or users.
It’s quick and easy to set up online ordering. Your customers can place orders with you 24/7 and staff can log orders on customers’ behalf.
Customers (external users) can check stock and prices before placing an order.
Your staff (Internal users) can check stock levels without the need to use Sage.
It has reduced the time spent on the telephone by our customer service team.
Our customers have found it easy to navigate and very quick to find the status of an order.
Our customers can now see live stock availability and place orders without needing to contact us.
Document delivery & process automationDocument Distribution
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