Sales Web API + SapphireOne = Flow, Make your life easy

November 26, 2019 8:54 am | by John Adams

With SapphireOne’s highly customisable web/internet API you can create an amazing customer experience, where all clients who have access to your API browser can connect with you in real-time.

Business Benefits of Sales Web APIs

Help build brand loyalty
Brand loyalty creates a strong tendency for your clients to consistently buy your brand rather than your competitor’s brand. This is important for your business because it means you will see the same customers come back again and again. This results in stable, lucrative and continuing business, great customer engagement.

Provide useful tools to customers
Customise your website, manage shipping and payments, listing of all your products, pricing and availability with a complete end-to-end solution. With rich data sources and a strong API, your clients have the ability to access the information they require in real time.

SapphireOne Sales Web API Integration for Bordo International

Implementation of Sales Web API has brought tremendous success to our clients. With the integration of web API, now our clients can automatically integrate SapphireOne with their websites.

James Brown from Bordo International explains how the salespeople use it, and the benefit that it brings to the business.

“We have a Sales webpage which lists the sales a salesperson has completed. They can break these data down by customer so they can see how each one is going for the month. The sales reps can see how their sales are tracking for the month to date, and compare those sales to their budgets. They find it particularly useful to be able to look at the data for a particular customer before they call on them, as they can see what products they have been buying, and importantly, which they haven’t.

The sales reps use iPads to look up the data in a web browser, which uses the sales web API to talk directly to our SapphireOne database. We used to provide this information for the sales reps in an Excel pivot table. This was time-consuming to prepare, and as most of the sales reps are not tech-savvy, they didn’t really know how to use the pivot tables. It was never up-to-date and it wasn’t live—it was only prepared once a month. It was too complicated, so they didn’t use it anyway — even though someone in the office had spent a lot of time preparing it.

Customers are also using our web API to place their own orders, which has been available for three or four months. We did not use an off the shelf CMS, we’ve created it in our own JavaScript web server which was custom-built for Bordo. In the three months since going live we have 20% of customers placing their own orders this way. This has been a big time-saver for our office staff, and our customers love being able to place orders directly into our system at a time that suits them.

One of the things I like is the drag & drop functionality of the web site, which works similarly to the drag & drop functionality in SapphireOne itself. Customers can create an order in Excel or export out of their ERP system, then just drag and drop it straight into the customer Web API. Then in real time it uploads into SapphireOne. Customers and sales reps can also find out what is in stock without having to call us, that’s another big selling feature which is very handy. They can look at stock price and availability online, at any time of the day or night.

Another thing we have done is implement the Pricebook API. The sales reps can now change price books on the Web which changes dynamically in SapphireOne real-time – it’s impressive. “