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BizPortals 365 Customer Partner Portal

Customer Partner Self-Service Portal – A Bundled Solution
by BizPortals 365

Empower your customers and business partners with a seamless self-service and support experience

Empower your customers with a fast, simple, and personalized service from anywhere, at any time, and on any device with “BizPortals 365 Customer Partner Portal”

Intranet Website Element

With the advancement of technology, most of the businesses demand customer service in various ways and self-service has become the most preferred mode of interacting with the organization. Customers prefer to troubleshoot their problems by reading an article rather than drafting a detailed email or waiting to speak with a support representative over the phone.

Online Customer Support Portal Benefits

Customer Portal Solution

BizPortals 365 provides an efficient customer portal that allows them to resolve their inquiries without any human interaction or agent-assisted support. The portal offers instant access to information, personalize the platform, provide an excellent online customer experience while saving valuable time and organizational resources.

It also acts as a window to the important existing business data with real-time integration to your ERP/CRM/Extranet. BizPortals 365 customer service portal empowers your customers with a fast, simple, and personalized service from anywhere, at any time, and on any device.

Benefits of Customer Portal Solution

Intranet Website Element

Excellent Customer Service

Empower your customers by providing them access to information and services they need. It can be related to orders, case details, account or payment information, product documentation, knowledge base. Investing in a customer service portal improves customer experience, retention, and increase business profits.

Personalized and Secure Portal

Personalization

Give a customized space to your customers where they can attain a branded experience to review work, securely share information, and engage with your team. It also facilitates personalized communication at different levels, saves time and effort for customers, and make them feel valued for the business.

File Management in Customer Portal

Seamless Exchange of Documents

Apart from housing orders and invoices, all other exchanges of documents can take place on the customer service portal like, engineering and requirement documents can be requested and submitted securely by your customers.

Order Entry and Tracking

Real-time Order Management

The customer self-service portal provides the ability to place orders at any time, and from anywhere. They can also check the real-time status of existing orders, invoices, and leverage a wide array of tools for the best online customer service experience.

Customer Self Service Portal

Saves Time

A customer service portal can house important information like contracts, copies of invoices, due dates, order status, inventory quantity, and provide forms for placing orders and submitting support cases, etc. This eliminates the need for the customer and your staff to exchange emails, go back and forth on a live chat, or have lengthy conversations on the phone.

Customer Interaction Management

Streamlined Customer Interactions

Create automation workflows to streamline the workflow of your customer support team and manage customer expectations. The time and event-based triggers help in understanding the issues correctly, routing the customer queries and calls intelligently to the most appropriate team, and providing resolutions within a reasonable time frame.

Customer Knowledge Base

Customer Knowledge Base

The customer portal provides you a place to share customer-centric information like products, pricing, delivery, payment options, and much more. The easy access to the knowledge base, FAQ, user manuals, articles, and videos ensures the successful self-service journey of customers and provides an effortless experience.

Digital Transformation of Customer Services

Saves Money

The digitization of support and sales activities reduces the cost by having your sales personnel focus on strategic activities instead of chasing individual customer requests. The customer self-service portal eliminates the need to have lengthy conversations to request a quote, check inventory or order status, place orders, submit support cases, and alike.

Multi-Channel Ticketing System Portal

Multi-Channel Ticketing System

Stop juggling multiple tools to resolve your customer concerns. The robust customer service portal is much more than the standard email box and takes your customer and partner support to the next level. It allows you to streamline different communication channels like phone, chat, email, social media into a unified portal.

Partner Portal Solution

BizPortals 365 partner portal foster effective business partner relationships and offer exceptional experiences. The portal offers instant an integrated web interface for business partners to help vendors get accurate information, achieve better efficiency, communicate seamlessly with stakeholders, and build stunning experiences.

Manage your business partner relationships, from registration, onboarding, ongoing management, to collaboration – all in one place. The partner portal acts as a core platform to manage the network of stakeholders, support self-service, provide on-demand access to real-time information, enable powerful reporting and analytics, support collaborative experiences, and open various channels of communication.

Partner Portal Solution

BizPortals 365 partner portal foster effective business partner relationships and offer exceptional experiences. The portal offers instant an integrated web interface for business partners to help vendors get accurate information, achieve better efficiency, communicate seamlessly with stakeholders, and build stunning experiences.

Manage your business partner relationships, from registration, onboarding, ongoing management, to collaboration – all in one place. The partner portal acts as a core platform to manage the network of stakeholders, support self-service, provide on-demand access to real-time information, enable powerful reporting and analytics, support collaborative experiences, and open various channels of communication.

Benefits of Partner Portal Solution

Intranet Website Element

BizPortals 365 provides an integrated web interface for business partners and they can manage the invoices, shipping, production schedules, delivery acknowledgments digitally. The collaborative portal improves communications with your vendors and helps to plan the business activities in a better manner.

Customer Portal Features

Enhance Collaboration

The vendors usually view the transaction-related data in respective applications that are out of sync. With the SharePoint vendor portal, the stakeholders have access to the same data on a common platform. It is very useful in getting rid of discrepancies and encourages collaborative efforts on change management and error resolution.

Portal Key Feature Request Quotes

Request for Quotes

Empower your valued business partners by providing easy-to-use quotation management features on the portal. It also facilitates the request and review of multiple bids through a structured workflow.

Key Feature Purchase Order Status

Purchase Order Status

The vendor management portal allows partners to have full visibility of purchase order and invoice status with the 24/7 self-service capabilities. The vendors can also update the expected ship dates and order status on the open purchase orders.

Invoice Status

Invoice Status

With real-time access to information, the vendors can easily view unpaid vouchers and quickly have the status of their open invoices. This saves time for accounting resources by eliminating the need to make payment inquiry calls.

Customer Portal for Billing and Payment

Expedites Payment Process

The vendor management portal allows the users to deposit invoices and provide payment options to customers which expedite the payment process. The vendors are also notified automatically when a new invoice is posted.

Powerful Reporting Customer Partner Portal

Powerful Reporting and Analytics

The powerful reporting features are an absolute necessity for the SharePoint vendor portal as it helps in finding the performance gaps. You can work on the important data insights to improve your team performance and ensure the right paperwork to bill your customers for support.

Secure Customer Partner Portal

Guarantees security

The key activities on the vendor management portal are tracked and time-stamped. BizPortals 365 is built on Microsoft Office 365 to provide a secure connection to your content and much safer than email. The portal can only be accessed by authenticated users with high-grade security. It can be further configured for a tailored experience and role-based access features. You can restrict access to products, shipping methods, payment options, and other important functionalities.

Key Portal Features for Customers

Intranet Website Element

Customers are technology savvy and fluent with online tools. They appreciate the 24/7 convenience of a self-service portal. BizPortals 365 provides an efficient customer portal that allows them to resolve their inquiries without any human interaction or agent-assisted support.

Order Entry and Tracking

Order Entry and Tracking

The self-service portal provides your customers with the ability to place orders at any time, and from anywhere. They can also check the real-time status of existing orders, invoices, and leverage a wide array of tools for the best online customer service experience.

File Management in Customer Portal

File Management

Apart from housing orders and invoices, all other exchange of documents can take place on the portal, like, engineering and requirement documents can be requested and submitted by your customers, and they can view the status of their tickets and account information.

Customer Service

Empower your customers by providing them access to information and services they need. It can be related to orders, case details, account or payment information, product documentation, knowledge base. Investing in a customer portal improves customer experience, retention, and increase business profits.

Personalized and Secure Portal

Personalization

Give a customized space to your customers where they can attain a branded experience to review work, securely share information, and engage with your team. It also facilitates personalized communication at different levels, save time and effort of customers, and make them feel valued for the business.

SharePoint vendor portal

BizPortals 365 – A Road to Success

BizPortals 365 is an ideal platform offering the building blocks for document management, workflow, and analytics. It also has the flexibility to design the portal specific to your customer and partner requirements with the extended access of information. A seamless two-way integration between your existing ERP / CRM information and a secure and customizable portal gives customers and partners a more effective, accurate, profitable, and faster customer service experience.

Customer Partner Self-Service Portal Solution Resources

Intranet Website Element
Blog

How a customer-partner portal improves the experience of your channel partners?

Blog

Getting a customer-vendor portal up and running quickly

Create Your Customer Partner Portal with BizPortals 365

BizPortals 365 is a Microsoft 365 intranet that can be easily extended to build a customer partner self-service portal. Get ready to offer a premium portal experience to your customers and partners with BizPortals 365.

Schedule a DEMO to know how you can maximize the lifetime value of customers and build long-term relationships with your
business partners.

Contact us to know how the customer partner portal works

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