Web Connect features are organized around four primary modules.


  1. Customer Relationship Management (CRM) and Business Intelligence (BI)

Web Connect extends P21 by enabling users to manage prospects, customers, contacts, sales calls, opportunities and tasks on the go. With Web Connect, sales reps can capture sales leads while out of the office in a uniform, pre-defined way. One of many BI reports throughout Web Connect, the Opportunity Forecast and Pipeline Management features make it easy to sort, filter, group and analyze opportunities so that your sales reps, sales managers and sales administrators will always be in sync.



  1. Remote Ordering/Quoting and Vendor Relationship Management (VMI)

The Web Connect Quick-Order feature allows users to set up an unlimited number of re-usable order forms - pre-populated with the items a customer frequently buys. This is perfect for situations where a sales rep or customer will be regularly checking locations to replenish stock, and other VMI scenarios. Web Connect also offers off-line ordering capabilities for situations when connectivity is a challenge.  Ordering via bar code scans, ordering from contracts and ordering from order history are also available remote ordering options making entering orders into P21 a simple and repeatable process.



  1. Customer Portal

With Web Connect, your customers can access order and invoice history, see order and invoice details, view their open and aged invoices, review proof of delivery and more. If enabled, customers can place orders through a smart phone, tablet or laptop/desktop. They can even create accounts for users in their environment to manage their order work flow. Web Connect Customer Portal features can greatly enhance your customer service and reduce the workload of your inside sales force and back office personnel.



  1. Data Explorer

The Data Explorer in Web Connect provides you the ultimate in flexibility and complete control over creating custom views of your P21 data or any other data source you may have. For each data connector you create, you can immediately visualize the results in data grids (that behave much like Excel complete with column filters, exports and expand/collapse groups and rows and other features), a variety of charts and on Google Maps. You can control which of your users or user groups can access the data using the Data Explorer Admin tools.