
Portal Wholesale is an all-in-one wholesale CRM and B2B marketplace platform created to help fashion brands, showrooms, and wholesale sales teams manage their entire sales process in a single system. The platform combines CRM functionality, order management, Gmail integration, meeting scheduling, asset sharing, and inbound buyer discovery tools specifically designed for wholesale sales workflows. Portal Wholesale enables sales reps to manage accounts, contacts, orders, deals, and outreach directly from Gmail while automatically syncing communication, tasks, and buyer engagement into the CRM. The system supports seasonal wholesale operations with built-in linesheets, product catalogs, shipment tracking, order visibility, and integrations for Joor and NuOrder. Brands can organize sales pipelines by season, rep, region, or market while managers gain real-time reporting and forecasting visibility without relying on spreadsheets. Portal Wholesale also includes a marketplace where over 150,000 retail buyers actively discover and source wholesale brands, generating inbound leads that automatically flow into the CRM pipeline. The platform offers tools for scheduling market appointments, sharing tracked linesheets and lookbooks, monitoring buyer engagement, and managing wholesale relationships from prospecting through order fulfillment. Designed specifically for fashion wholesale rather than generalized sales teams, Portal Wholesale supports the unique operational structure of wholesale businesses including markets, trade shows, showroom appointments, sizing, SKUs, seasonal product launches, and buyer relationship management. The platform positions itself as a modern alternative to spreadsheets, disconnected tools, and generic CRMs.
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PBRS is a third-party tool that enhances the functionality of Power BI reports by providing advanced features for scheduling, automation, and distribution. With PBRS, you can:
- Schedule Power BI reports to run at specific dates and times, or set up recurring schedules based on custom frequencies. For example, you can schedule a report to run every hour, every other day, or on the third Monday of the month.
- Automate Power BI reports to run based on specific events or conditions. For example, you can trigger a report to run when a database record is changed, when data is received on a port, when an unread email exists in a folder, or if a file exists.
- Distribute Power BI reports in various formats and to multiple destinations. You can specify different filters, formats (such as Excel, PDF, or CSV), destinations (such as email, SharePoint, or network folders), and recipients for each scheduled report. This flexibility enables you to tailor the distribution of reports to meet the specific needs of your organization.
PBRS works seamlessly with various Power BI environments, including Power BI Service (Pro and PPU), Power BI Report Server (On-Premises), Power BI Premium, and all editions of SQL Server Reporting Services
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MVP Index
Our software empowers brands, properties, and agencies to effectively measure the worth of partnerships, sponsorships, and activations through a unified and integrated omnichannel perspective that encompasses broadcast, streaming, social media, digital platforms, audio, in-venue experiences, and on-site interactions. We are privileged to work with a diverse array of trusted partners across various sectors who depend on our platform for precise and impartial data that aids in the evaluation of their marketing strategies. This solution offers in-depth performance assessments and valuations, whether at the level of a single partner or an entire portfolio, and includes the evaluation of both branded and unbranded content, audience attribution, broadcast presence, and both digital and experiential activations. By utilizing our software, clients can make well-informed decisions that enhance their marketing effectiveness and foster stronger partnerships.
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okapi
Okapi offers an all-in-one experiential marketing software solution that captures every detail of your marketing programs. Specifically designed to simplify data collection and reporting, it enables you to measure your return on investment and effectively manage your face-to-face marketing initiatives using a single, comprehensive tool. This event program management software features real-time data collection and reporting capabilities, allowing for seamless scheduling and oversight of all your marketing efforts. By organizing data for efficient reporting, Okapi empowers you to assess your program's ROI, equipping you with the insights necessary to make informed decisions that enhance future outcomes. You can focus on measuring what truly matters and accurately calculate your experiential ROI. With features that encompass surveys, demographics, and CRM contact information, Okapi facilitates a deeper understanding of your audience and fosters long-term connections. Ultimately, this software not only streamlines your marketing processes but also drives continuous improvement in your strategies.
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