Provide professional services to your external counterparties in a secure environment on Microsoft SharePoint, by using your own vendor portal for partners' team members.
Simplify a work routine of your employees and partners by speeding up files and task management, streamline your business processes and make them faster.
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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.
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 conterparty on a Client Portal or in Microsoft Teams, and save correspondence history with the conterparty, 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
• Can fulfill the terms of the contracts efficiently and on time, support the demand growth
• Delineate access to the documents and sections of tasks performed in the pipeline
• Maintain information about company/brand/product/program status
• Monitor how the product/program are operated.
• Receive feedback on the issues with the product/program to fix them
• Timely respond questions and complaints, increase loyalty
• Receive requests and delivery information
• Train to work with the product/program/brand promotion
• Set up a business process for regulations on agreements and tasks distribution
• Have the structured information – primary documentation, certificates, accounting accounting documents etc.
• Create dealer community. Make a ranking of dealers
• 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
• Control the results of consulting work on the contracts
• Find out news in the field of product/program/brand
• Be sure that employees have all the information to complete the task or product/program/brand
• Be sure that employees receive timely replies and data from the vendor's expert
• Have instant access to the documents added to the contract
• Find information and files fast and easily
• Requests about the issues forwarded directly to the consulting department
• Create a new request for any data needed for job to be done
• Check one's own requests to customer
• Trade secret data protection
• Commercial secrets data protection
• Corporate information data protection
IT ON BOTH SIDES
Let us figure out a solution for your business problem. Fill and submit the form, we'll get back to you right away.