Client Portal for Vendors to Partners

Provide professional service for your external counterparties in a secure environment on SharePoint, by using your own vendor portal for partner' 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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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/product community with flash chats, team matching and agreements
Create your brand/product 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
Use a Comfortable search tool allowing to find any information or data
Use a Comfortable search tool allowing to find any information or data
Share by updates, new terms, and all brand/product news
Share by updates, new terms, and all brand/product news
Sharing documents and files, data, custom information, and order status are synchronized daily between the web portal and company's internal systems
Sharing documents and files, data, custom information, and order status are synchronized daily between the web portal and company's internal systems
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
VENDOR

•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 address 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 structured information – primary documentation, certificates, accounting documents etc.

•Create dealer community. Make a ranking of dealers

•Find information and files fast and easily to get the 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







DEALER
•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 contracts









•Find information and files fast and easily

•Requests about the issues forwarded directly to the vendor' department

•Create a new request

•Check one's own requests to the vendor








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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