Client Portal for Distributors to Dealers

Provide professional service for your external counterparties in a secure environment on SharePoint, by using your own client portal for team members and customers.
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For companies which regularly interact with customers and partners, we offer Client Portal as a safer and more convenient solution for files and document sharing, as opposed to sending e-mails or sharing files via public "drives". Powered by SharePoint Online, this solution allows you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Create your brand community with flash chats, team matching and agreements​
Create your brand community with flash chats, team matching and agreements
Be sure of the safety of your corporate data​
Be sure of the safety of your corporate data
Don't loose your and your dealers' time for clarifying status tracking info. It will be viewable to all sides according to your administration view​
Don't loose your and your dealers' time for clarifying status tracking info. It will be viewable to all sides according to your administration view
Sharing documents and files, data, custom information, and order status are synchronized daily between the web portal and company's internal systems
Comfortable search tools allowing visitors to find any brand -partner organization or outlet instantly simply by entering their own location
View, correct, and comment high-quality previews of more than 30 different file types, both directly in Client Portal and via our mobile app​
View, correct, and comment high-quality previews of more than 30 different file types, both directly in Client Portal and via our mobile app
HOW DOES IT WORK FOR EVERYONE?
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 cooperate 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 the counterparty shares the files with you.
Versioned documents allow 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.
Employees can be automatically assigned tasks according to the key date calendar and SLA.
Time and date of sharing a file is indicated on the Client Portal.
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 an co-working with Microsoft 365 (ex-Office 365) documents and files saves a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is addressed 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 address 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 structured information – primary documentation certificates, accounting documents etc.






•Find information and files fast and easily to get the job done

•Describe the product so that the dealer becomes fully informed and satisfied

•Be able to ask co-workers from different departments a question upon request

•Get reminders to get the job done on time

DEALER
•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








•Find information and files fast and easily to get the job done

•Requests about the order/product are sent directly to the distributor's department

•Make an order fast and easily

•Track the orders



IT ON BOTH SIDES
•Trade secret data protection

•Commercial secrets data protection

•Corporate information data protection









Technologies
Developed on Microsoft SharePoint Online and Microsoft 365 platforms
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