PORTAL MODE

LEAD GENERATION | SALES MANAGEMENT & CRM | FABRICATION MANAGEMENT

IN PARTNERSHIP WITH


PORTAL MODE

The cloud based and fully integrated lead generation, sales management, CRM and fabrication software solution!

Following on from Branded Mode of the Window & Door Designer with Home Visualiser, we are introducing a fully integrated quoting / pricing feature, CRM system and fabrication module within the all new Portal Mode.

  • So not only will Portal Mode allow homeowners or tradesmen to design their own windows and doors on your website, in your showroom or at a customers property, but you will also be able to quote and price each enquiry directly through the portal.

  • Your surveyor can also use Portal Mode when out at a job and finalise the details, ready to quote the job specifics.

  • Once you have quoted and the job is accepted, you can then push the job through to Fabrication, where you can download / print works orders, cutting sheets, glass orders, panel orders etc.

  • You will be able to grow Portal Mode to include all of your own glass and hardware, therefore providing your customers with your complete product portfolio.

  • Onboard your customers so that they too can take advantage of Branded Mode and have their own versions of the Window & Door Designer with Home Visualiser!

Portal Mode opens up a host of lead generation, sales management, CRM and fabrication tools that will help you to generate more leads, increase your sales and streamline your business.

Register your interest in Portal Mode below...

WINDOW & DOOR DESIGNER

Your customers can design their own windows and doors with Branded Mode.

SALES MANAGEMENT & CRM

Track every lead, order all the way through to fabrication and delivery / installation.

QUOTING & PRICING MODULE

Provide your customers with a detailed and professional quote / price.

WINDOW & DOOR FABRICATION

Download / Print works orders, cutting sheets, glass orders, panel orders etc.


WHAT IS INCLUDED WITHIN PORTAL MODE?

BRANDED MODE

WINDOW & DOOR DESIGNER WITH HOME VISUALISER

BENEFITS

  • Boosts retail or trade presence
  • Receive more accurate enquiries
  • A simplified interface with fewer options
  • Can be used in multiple scenarios - Website, showroom, social media or as a presentation tool with customers
  • Provides you and your business with a professional image
  • No need to buy a bespoke system

FEATURES

  • Lead generation website software
  • Populated with Selecta products and profile options - BM Evolution dataset
  • Selecta product imagery
  • Includes the fantastic home visualiser
  • Fully branded to your company
  • Custom styling, so you can personalise paperwork, documents and more...
  • Generates professionally branded paperwork / documents
  • Easily integrated in to any website using a url or iFrame
  • Fully mobile responsive for all devices
  • Easy to manage - It can be live the same day!

 

Not only can you have the Branded Mode Window & Door Designer on your website, in your showroom or used for your presentations, you can on-board your customers who can have their own branded version to start capturing their own sales leads!

QUOTING & PRICING MODULE

BENEFITS

  • Quote and price all enquiries
  • Boosts retail or trade presence
  • Receive more accurate enquiries
  • No need to buy a bespoke system
  • Can be used in multiple scenarios - Website, showroom, social media or as a presentation tool with customers
  • Provides you and your business with a professional image

FEATURES

  • Accurate live pricing
  • Pre-populated with customer pricing and discounts
  • Live error checking and validation
  • Over brand and re-quote to the customer
  • Personalised and professional paperwork
  • High resolution and accurate imagery
  • Add and manage user accounts
  • Access to fabricator marketing, news and resources
  • Custom styling so you can personalise paperwork and more
  • Pre-filled with Selecta profile options from BM Evolution dataset
  • Add your own glass, hardware data and imagery

As part of our partnership with TOUCH, Selecta will provide 100% of the profile data and imagery. As a fabricator you will supply your own glass and hardware options to create your own accurate online ordering system.

SALES MANAGEMENT & CRM SYSTEM

BENEFITS

  • Easily onboard customers
  • Monitor sales performance and conversion rates
  • Seamless integration with your customers
  • Improve business efficiency
  • Provides your business with a professional platform and image
  • No need to buy a bespoke system

FEATURES

  • Dealer Network to capture your Window & Door Designer generated enquiries
  • Manage your quotes and confirmed orders
  • Have complete control over your customers details and status
  • Create staff login details and control levels
  • Configure your product set-up, pricing and discounts
  • Create voucher codes for special offers or discounts
  • Full KPI dashboard to monitor quotes, sales and conversion rates
  • Payment with order gateway for trade orders
  • Control delivery dates and lead times
  • Custom styling of paperwork, emails and branding
  • + much more!

WINDOW & DOOR FABRICATION MODULE

BENEFITS

  • Fully integrated and streamlined system - From the initial enquiry through to fabrication and install / delivery
  • Improves business efficiency
  • Reduction in errors
  • No need to buy a bespoke system
  • Provides you and your business with a professional image

FEATURES

  • Pre-filled with Selecta profile options from BM Evolution dataset
  • Cloud based system - Live updates
  • Live error checking and validation
  • Fully configurable window and door profile and ancillary options
  • Internal, external, 3D and schematic view options
  • Generate and download glass orders
  • Generate and download works orders
  • Generate and download cutting sheets
  • Generate and download panel orders
  • Add your own glass, hardware and product data
  • Assign tasks / jobs to staff i.e. surveyor, fitter etc.

As part of our partnership with TOUCH, Selecta will provide 100% of the profile data and imagery. As a fabricator you will supply your own glass and hardware options to create your own accurate fabrication and online ordering system.

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Find out how Connect can help you and your business!

CONNECT AND #bepartofthefamily

Contact us today for a friendly chat with one of the team on how Selecta and Portal Mode can help you and your business...

DANIELLE SOUTHAM

SALES & MARKETING ADMINISTRATOR

MARK WALKER

MARKETING MANAGER

ANDY GREEN

SALES DIRECTOR

MATT BLAKE

AREA SALES MANAGER

RICHARD REEVES

BUSINESS DEVELOPMENT MANAGER

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