Custom Partner Portal Solutions
Our Partner Portal Solutions
Service Partner Portal for Lead Management
For a business with a huge inflow of inquiries for Partnerships, it becomes critical to enable filters. They ensure that your team is working on the most qualified leads of all. Our Partner Portal Solutions provide a perfect way to manage these inquiries while your team members manage the communication in a structured manner by closing these contracts.
Online Partner Portal
The need for B2B is to serve a smaller audience as compared to B2C. However, the use cases and the nature of access to the Portals vary significantly. Here, we are mainly talking about accessing the quotes, purchase orders, invoices, meetings schedule, and similar group of activities.
Unique Features You Can Get...
Database Management
With or without the CRM, it is absolutely essential to fetch these leads into database and integrate them with the workflow.
Lead Management
For businesses with high volume of Partnership request, the work-flow becomes even more important. Create a custom workflow for your business logic and automate the processes using a Partner Portal Solution.
Give Access
Providing access to your CRM is a critical decision. Using a custom Partner Portal Solution, you would be able to provide role-based access to your Partners and their team-members.
Sharing Confidential Business Data
Certain product installation videos, list of use-cases, and various other confidential details that you wish to be available only to a group of confidants. A partner portal solution can make this happen for you.
Purchase & Invoicing
While you enter into a partnership agreement, the end goal is commercial benefits. Be it to enable specific discounts for the Partners or generating POs & invoicing, and to generate payments - all can be managed using our custom partner portal solution.
Security
Using our services, we can build an Online Partner Portal for your business that is an extension of your CRM. Alternatively, you can choose to develop a web-based portal independent of the CRM. Either way, the database remains on your servers and your security remains intact.
Service Models
Our Existing Products
Check out our SuiteCRM, SugarCRM, Dynamics CRM and Salesforce plugins for CRM Portals.
New Development
Based on your business logic and CRM modules, we can create a custom CRM Partner Portal as well as an Online Partner Portal.
Updates on Existing Portal
CMS Migration, re-development, or making any size of updates on your existing online partner portal.
We are a CRM Consultancy. We can always find a workaround to ensure and find the most effective ways to deliver your requirements. And, we always look forward to ensuring that our solution remains viable for your business.
Why Build an Online Partner Portal?
Optimize Business Processes
An online partner portal provides a single point of communication platform for all the partners and your employees. Therefore, you can assign specific rights to the partners to have direct access to CRM and control the same from backend. Based on the roles defined in your team, you can assign your employees different levels of access to serve the end user.
Role-based Accessibility
Just like in the CRM, for CRM Portal also, the users will have limited access as per the access assigned to them by the Admin. Therefore, governing who has access to what is no more implied. It is well-documented and implemented through the custom partner portal solution. In a similar event, implementation without CRM can also be achieved.
Ease of Use
There are a number of case studies suggesting how a CRM Partner Portal leads to increased productivity. Why? Because, it is a process improvement tool that ensures that the redundant processes are discarded and through uniform activities, the whole business logic operates. Managing the Partner submissions through your contact forms and fetching them into an Online Partner Portal (without the CRM) could also be equally essential to make the processes smoother.
Technologies
Frontend
HTML5, CSS, Bootstrap, Javascript (Angular, React), jQuery
Backend
Core PHP, CakePHP
CMS
WordPress, Joomla, Drupal, DotNetNuke
Cross Platform
Ionic, Xamarin
CRM
SugarCRM, SuiteCRM, Dynamics CRM, Salesforce
Industries
- Banking & Insurance
- Education
- Healthcare
- Legal
- Manufacturing
- Pharma
- Services
WhitePapers
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