Get Your Time Back With Account Management

Convenience is king for B2B buyers, and it is imperative that you are meeting consumers where they are—online. Eighty percent of B2B buyers use their mobile devices during working hours for both research and buying purposes. If your business is not online, you’re putting your business at risk.

A contractor working in the field needs to confirm the status of an urgent materials order. Without a self-service account portal, they must call the distributor during office hours. If the line is busy or the person with the order details is unavailable, the contractor faces project delays and may decide to buy from a more accessible competitor next time.

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, or checking balances—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 statuses, invoices, 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 and order tracking.

• 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 invoices, order history, outstanding balances, and account details anytime, from any device.
• Real-time insights: Customers can monitor transactions, track order status, 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 seamless self-service experience for your customers and eliminating the burden of routine tasks on your staff. By providing real-time access to order histories, invoices, and account details,

EvolutionX 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.
• 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.
• Order status and tracking: Reduce customer calls for order updates with real-time tracking and order status visibility. This eliminates low-value inquiries, improves operational efficiency, and ensures your team can focus on strategic tasks.
• 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 becomes 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.