By Customer Self Service Portal customers can access their information including contracts, financial statements, support cases, and more. The Customer Portal helps you communicate with customers and work more efficiently. The portals work with your applications, such as CRM and Sales Order Management, to provide helpful tools to allow your customers to see all the relevant information about their interaction and perform account-related activities online. You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.
Customers have the ability to see all historical documents, balances, due dates, payments received, and amount due.
Submit new cases, which seamlessly flow into ERP. The customers can view the cases they submitted, track the statuses of these cases, provide additional information when required, and reopen closed cases.
With Distribution Management applications, your business partners can use the Self-Service Portal to browse inventory and place orders on-line 24 hours a day, 7 days a week. The customer tracks the status of the order, shipments and view the invoice.
Self-Service Portal provides a secure location to share important content with customers, such as marketing and technical documents — all without the need to build a separate webpage.
Customers can view and promptly update their company address and contact information, to keep the data in the system up to date at all times.
Inventory and pricing is always up to date because it is connected to the same database as your Distribution Management applications.
Industries
Wholesale Distribution
Retail
Manufacturing
Food & Beverage Distribution
