---
title: page07-customer-access
description: 文本抽取：产品介绍演示/B2B/ENG/page07-customer-access
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category: B2B
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Customer Access — Prospect Recruitment & Existing Customer Data Sync — B2B Channel Digitalization
Customer Access
Customer Access Management
Prospect Recruitment & Existing Customer Data Sync
ERP data sync · Online registration · Qualification review · Member entitlements
🛂
Section Guide
In this section you will learn:
01
ERP sync + online registration dual-track access for both existing and new customer onboarding
02
OA-style multi-level review: initial review → member confirmation → final review
03
Tiered customer management with per-customer product visibility, pricing & credit
What · Design Scope
Dual-track access via ERP sync and online registration for prospect recruitment and legacy customer data governance
Design two parallel customer onboarding paths for B2B channel access: ERP data sync — connect the ordering platform with ERP to directly sync existing dealer profiles for rapid re-onboarding; online registration — for prospects, provide a complete online application with OA-style multi-level review (initial review → member confirmation → final review), with fine-grained configuration of each customer's product visibility, pricing policy, and credit limits.
Why · Business Need
Traditional onboarding is slow, inconsistent, and manual — severely limiting channel expansion efficiency
In offline channel expansion, new customer onboarding takes weeks: qualification collection via email, manual review, and experience-based entitlement configuration. The deeper issue: existing customer ERP profiles cannot be reused by the ordering platform, causing data silos and duplicate entry. The dual-track system's core value: let existing customers "onboard in one click" and new customers enjoy "online, standardized, auditable" processes — ultimately achieving unified customer data governance and scaled channel expansion.
🔐
Core Access Capabilities
Dual-track onboarding · Multi-level review · Entitlements · Data sync
⬇️
ERP Data Sync
Connect the ordering platform with ERP, sync existing customer profiles directly — enabling rapid re-onboarding and eliminating duplicate data entry.
📝
Online Registration
Prospective customers submit registration online, providing company qualifications, contacts, and business scope — the system auto-generates a member profile draft.
✅
OA-Style Multi-Level Review
Initial review → member confirmation → final review. Configurable workflows with custom reviewers, conditions, and post-approval actions for each stage.
Conclusion
Dual-track access: quick re-onboarding for existing customers, standardized onboarding for new ones
ERP sync solves legacy customer data reuse; online registration solves standardized new customer onboarding. Together, they form a complete channel access management loop.
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中文