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Customer Partner Portal

BizPortals 365 Customer Partner Portal

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”

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
BizPortals 365 Customer Partner Portal

Stay Ahead of the Game

Adapt new ways of communication rather than following just the conventional rules of customer service. The self-service portal offered by BizPortals 365 offers instant access to information, personalize the platform, provide excellent online customer experience while saving valuable time and organizational resources. The customer partner portal by BizPortals 365 enables your business to be always available and integrates well with your ERP/CRM/Intranet.

Benefits of Customer Partner Portal

Intranet Website Element
Customer Self Service Portal

Saves Time of Your Customers

A portal can house important information for the customer 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

Automation to Streamline Support

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 self-service portal provides you a place to share customer-centric information like product, 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 effortless experience.

Digital Transformation of Customer Services

Saves Money

By digitizing the support and sales activities, you can reduce the cost by having your sales personnel focus on strategic activities instead of chasing individual customer requests. The portal eliminates the need for customers and your employees to exchange emails, or have lengthy conversations to request for a quote, check inventory or order status, place orders, submit support cases.

Multi-Channel Ticketing System Portal

Multi-Channel Ticketing System

Stop juggling on multiple tools to resolve your customer concerns. The robust 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.

Powerful Reporting Customer Partner Portal

Reporting and Analytics

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

Real-time Information Portal

Improved visibility 24/7 and access to real-time information

The customers can contact the business even out of business hours. It means you need not to extend the working hours of the support team. The understanding of customer issues and real-time access to their ticket status helps in building better relationships with customers and it is also vital to business growth.

Customer Portal Features

Enhance Collaboration

The vendors and customers usually view the transaction-related data in respective applications that are out of sync. With the customer partner portal, both parties 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.

Secure Customer Partner Portal

Guarantees security

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.

Transform customer partner operations with BizPortals 365

The portal acts as a central hub for information related to customers and products, allow the users to access self-help and share relevant information. BizPortals 365 is an Office 365 (now renamed Microsoft 365) intranet that can be easily extended to build customer and partner portals. Further, the portal can be integrated with an ERP and/or CRM system and can deliver a flexible, seamlessly integrated and highly secure extranet solution.

The user authentication and administration facilities are available via the Microsoft Office 365 Active Directory, and the role-based permission hierarchy in BizPortals 365 ensures that all information and communications are secure. Also, the existing web parts of BizPortals 365 can be used to automate communications, and the integration of data from a variety of ERP / CRM applications can be handled through REST APIs and other data communication layers.

Transform customer partner operations with BizPortals 365

The portal acts as a central hub for information related to customers and products, allow the users to access self-help and share relevant information. BizPortals 365 is Microsoft Office 365 intranet that can be easily extended to build customer and partner portals. Further, the portal can be integrated with an ERP and/or CRM system and can deliver a flexible, seamlessly integrated and highly secure extranet solution.

The user authentication and administration facilities are available via the Microsoft Office 365 Active Directory, and the role-based permission hierarchy in BizPortals 365 ensures that all information and communications are secure. Also, the existing web parts of BizPortals 365 can be used to automate communications, and the integration of data from a variety of ERP / CRM applications can be handled through REST APIs and other data communication layers.

Key Portal Features for Partners

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.

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 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.

Portal Key Feature Invoice Status

Invoice Status

Provide access to view unpaid vouchers and quickly have a status of their open invoices. This saves time for accounting resources by eliminating the need to make payment inquiry calls.

Portal Key Feature High Security

High Security

All the activities on the 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.

Customer Portal for Billing and Payment

Expedites Payment Process

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

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.

Contact us to know how the customer partner portal works

Contact us to know how the customer partner portal works

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