Gartman Sales Portal: sales tools for flooring distributors Turn customer insights into sales opportunities.

Gartman's Sales Portal gives your sales team real-time access to DMS data through any web browser, whether they are in the office or in the field. With up-to-date customer information at their fingertips, your team can better understand customer needs, identify opportunities and build stronger relationships.

Sales Portal performance dashboard showing order balance, sales and shipments, monthly sales for this year against last year, and sales by vendor

Why distributors choose Gartman Sales Portal

Insight

Know the customer

Comprehensive sales and customer information, including remote access to customer-specific sales history.

Opportunity

Find the next sale

Analysis tools designed to help reps upsell and focus on your best customers.

Live data

Answer on the spot

Current inventory and pricing for every item, so reps can quote with confidence while they are with the customer.

What's included

What your reps get.

  • Live DMS data in any web browser
  • Customer-specific sales history
  • Current inventory and pricing for all items
  • Quotes and orders by salesperson and customer
  • Customizable customer-facing reports
  • Integrated job tracking
A customer's account timeline in the Sales Portal showing team notes, upcoming activities and to-dos, and the customer's recent quotes, orders and invoices
A customer's timeline: team notes, upcoming activities, and their recent quotes, orders and invoices.

On the account

Answer the question while you are still in the room.

Each customer's account brings together the tools a rep reaches for during a visit, already set to that customer.

  • Check an item's price for this customer, by quantity and unit of measure
  • Email the customer their price list as a PDF or Excel file
  • Track the merchandising displays placed with the account
Sales Portal account tools: a pricing calculator prefilled with the customer, the price lists available to email, and the merchandising displays assigned to the account

Planner

Start the day knowing what is due.

The planner gathers a rep's activities into one panel, so nothing owed to a customer slips.

  • Past due, due today and open items, counted at a glance
  • Calls, emails, site visits and quote requests in one list
  • A calendar that marks the days with activity
The Sales Portal planner: counts of today's, open, past-due and help-needed items, a month calendar, and the rep's activities grouped into past due, due today and open

Customers

In their words.

“Using the Sales Portal tool from Gartman helps guide the Sales team at T & A Supply into a 'business discussion' with our customers. The program is easy to use and the graphics convey our message perfectly. Quite simply, the Gartman Sales Portal sets us apart.”
Greg SzalayVice President of Operations and Customer Service, T & A Supply Company
“Since implementing Gartman's Job Tracking software, we have been very happy with the results and have been able to follow projects more closely and close more sales. We expect this system to increase our future sales dramatically.”
Beth DobInventory Systems Manager, Product Manager, Michael Halebian & Co.

Empower your sales team today.

Tell us about your operation and we will show you how Gartman fits it.

Book a demo →