Client Portal for Distributors to Dealers

Provide professional services to your external counterparts in a secure environment over the Microsoft SharePoint by using your own client portal for the team members and customers.

Conteq uses cookies to improve the functionality, performance, and effectiveness of our communications. By continuing to use this site, or by clicking "I agree," you consent to the use of cookies.
Ok, don't show again
Close

We have built Client Portal for the companies which regularly interact with customers and partners, it is a safer and more convenient solution for files and documents sharing instead of sending e-mails or sharing files via public "drives". It is powered by Microsoft SharePoint Online which enables you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

Разработка мобильных приложений
A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Community marketing
Create your brand community with flash chats, team matching and agreements
Safety of your corporate data
Be sure of the safety of your corporate data
Safe time
Do not waste own and your dealers' time for clarifying status tracking info. It will be visible to all sides according to your administrative view
Regular synchronization between the web portal and internal systems
Regular synchronization between the web portal and internal systems of company supports sharing of documents and files, data, custom information as well as order status.
Easy search tools empowering visitors
Easy search tools empowering visitors to find any brand-partner organization or outlet instantly, simply through their location
Mobile App Portal
View, edit, and comment through a high-quality preview of more than 30 different types of files, using Client Portal and our mobile app
WHY USING CLIENT PORTAL IS SECURE?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
WHY IS CLIENT PORTAL SO CONVENIENT?
All documents and files to work together with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when your counterparty shares the files with you.
The documents versioning enables you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal
Sharing large files is no longer a problem.
BENEFITS OF CLIENT PORTAL
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Tasks can be automatically assigned to the employees according to the key date calendar and SLA.
Timestamp of file sharing appears on the Client Portal.
Our company works according to the principle of individual approach to every client. This method allows us to achieve success in problems of all levels.
You can chat with your counterpart on a Client Portal or in Microsoft Teams, and save correspondence history with the counterpart, including documents and files.
Co-authoring and co-working with Microsoft 365 (ex-Office 365) documents and files save a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is dealt in accordance with the tasks
DISTRIBUTOR
• The product/brand owner can control the interaction to support the product/brand and support the growth of demand.

• Delineate information for dealers (by product lines, categories, SKUs, regions, pricing, contractual terms).

• Share information. Digest about changes, new SKUs, and additional information.

• Timely respond questions and complaints, increase loyalty.

• Receive supply requests (delivery documents, shipping dates).

• Train to work with the product/brand.

• Set up a business process. Document to agreement, tasks within the company to solve the dealer's issues.

• Have the structured information – primary documentation, certificates, accounting documents etc.
HEAD
• Find information and files fast and easily to get your job done

• Be able to reply to any question to make the client fully informed and satisfied

• Be able to ask co-workers and client's staff from different departments a question upon request

• Get reminders to get the job done on time
EMPLOYEE
DEALER
• Find information and files fast and easily

• Requests about the issues forwarded directly to the consulting department

• Create a new request

• Check one's own requests and status.
HEAD
• Have full information about all activities on current deals

• Stay updated about distributor's activities and brands/products to boost profit from marketing

• Make sure employees are trained

• Be able to control the work of employees – i.e. finish tasks on time to complete the loyalty program

• Have instant access to documents added to the contracts
EMPLOYEE
IT ON BOTH SIDES
• Trade secret data protection

• Commercial secrets data protection

• Corporate information data protection
IT ON BOTH SIDES