Get Your Time Back With Ecommerce Account Management

Keeping up with invoices and payments shouldn’t feel like a constant chase. But for many B2B distributors, customer service and sales teams spend too much time answering calls about billing, statements, and payments. This eats up valuable time and keeps your team from focusing on more important tasks.

Here’s the thing: your customers expect better. In fact, 90% of B2B buyers say they’d switch to a competitor if a supplier’s digital tools don’t meet their needs. If customers can’t easily access their account balance or pay invoices online, it’s frustrating for them—and costly for you. Upgrading to smarter, self-service tools could be the difference between keeping their loyalty or losing it.

Account management provides customers with self-service tools, reducing low-value calls and streamlining customer service. Customers can handle account-related tasks—such as generating statements, tracking invoices, checking balances, or making payment—on their own. Support staff focus on solving complex customer issues, improving overall response time while delivering better customer experience.

Reduce low value calls:

Your business operates more productively while customers get instant answers to their questions, enhancing satisfaction and loyalty.

• Empower self-service: Customers gain 24/7 access to their account information, including order history, invoices ,and statements, and payments, directly within your eCommerce platform. This eliminates the need for repetitive phone calls and emails.
• Streamline customer service: Free up your customer service and sales teams to focus on higher-value activities, such as solving critical customer issues, upselling, or driving new business.
• Reduce workload: By automating routine inquiries, your team reduces manual effort, decreases response times, and improves operational efficiency.

Boost AR efficiency:

Eliminate bottlenecks, reduce human error, and improve efficiency by automating routing processes such as payment reminders.

• Automated processes: Automate time-consuming AR tasks like payment reminders, statement generation, and overdue notifications.
• Centralized management: Customers can manage payments, view outstanding balances, and download invoices directly, reducing your AR team’s need to chase payments.
• Error reduction: Minimize human errors caused by manual entry, improving invoice accuracy and reducing disputes.

Accelerate cashflow:

Your cash flow improves with quicker payments, enabling your business to reinvest in growth and meet financial goals.

• Integrated payments: Provide multiple self-service payment options like ACH, credit card, and real-time account updates, ensuring a faster and smoother payment process.
• Faster collections: Automated payment notifications and real-time visibility into outstanding balances encourage customers to pay promptly.
• Reduce delays: By streamlining billing and eliminating manual steps, businesses can improve payment accuracy and shorten the cash conversion cycle.

Enhance customer service:

Customers enjoy greater control, convenience, and satisfaction, which strengthens loyalty and positions your business as a trusted, efficient partner.

• 24/7 access: Give customers the flexibility to view order history, invoices, outstanding balances, and account details anytime, from any device.
• Real-time insights: Customers can monitor transactions, and generate their own account statements, reducing their dependency on your support team.
• Modern digital experience: Deliver a frictionless, user-friendly experience that aligns with modern customer expectations and new generations of buyers for autonomy and digital self-service.

Your customers expect convenience and autonomy, while your team needs time to focus on what truly drives growth. EvolutionX ecommerce acts as your 24/7 employee, delivering the possibility of a seamless self-service experience for your customers and eliminating the burden of routine tasks on your staff.

EvolutionX's real-time account management features streamline operations, reduces low-value inquiries, and accelerates cash flow—giving your business the efficiency it needs to thrive.

• Order history: Gone are the days of filing through orders to find the ONE your customer is referencing. This feature allows customers to sort through order histories, streamlining communications and encouraging repeat purchases.
• See account balance: Enable customers to instantly view their current account balance, giving them real-time insights into their financial standing and helping them stay on top of payments.
• View and pay invoices online: Eliminate manual payment follow-ups and reduce overdue invoices by enabling seamless online payments. This improves cash flow while freeing high-value employees to focus on revenue-generating activities.
• Statement management: Customers can generate and manage their statements, including insights into outstanding balances, transactions, and payment history. This improves transparency and empowers customers to track and manage their accounts efficiently.

These features just scratch the surface of the self-service capabilities enabled within EvolutionX. By integrating with your ERP, EvolutionX can become a customer portal, giving customers the power to answer questions and giving your team the power of free time.

For distributors like you, account management reduces the redundant work that steals your team’s productivity. It reduces low-outcome-yielding, routine customer calls and puts the power back in your customers' hands.

Digital account management isn't just a tool; it's a competitive advantage in the modern B2B landscape. EvolutionX enables your customers to handle tasks autonomously, from generating statements to making payments. By empowering your team to focus on strategic priorities, your business can reduce inefficiencies, improve customer satisfaction, and drive sustainable growth.