There are numerous applications that allow products to be highlighted on e-commerce websites. These solutions require interfaces and therefore particular attention to their updating.
When it comes to supporting its clients, the publisher Infor goes further. In this new G4 article, the Cloud Suite Industrial reseller portal is presented, illustrating the functional power of Infor’s solutions.
The Customer Portal is available in BtoB or BtoC.
With the Customer Portal, clients have access to :
1/ A CUSTOMER RELATIONSHIP MANAGEMENT PLATFORM
From the portal, the client has access to a back office in which they can create their profile, modify contacts, and manage their account. In the context of BtoB or the reseller portal, the reseller can create prospects, clients, and other contacts.
The +: Beyond a clear view of their park’s data, the portal allows the reseller to generate payment orders and requests for services, among other things. For each generated SRO (service order), the partner has the possibility to enter and record key information, such as materials, labor, and expenses incurred.
2/ COMMUNICATION FUNCTIONALITIES
From the platform, your clients have access to various tools to follow their relationship. They have at their disposal:
- A journal: allowing them to enter and track interactions with clients (account history, incident tracking, A/R balance…)
- A GED (Document Management System): for sharing and managing an essential document base.
- A resources area: to make press releases, videos, FAQs, and other materials available to resellers and support them in the marketing of INFOR offerings.
3/ ORDER TAKING
Beyond customer relations, the Customer Portal by INFOR also allows for direct order taking. For example:
- Creating quotes in compliance with the client’s “cart”
- Entering purchase orders
- Displaying stock availability
- Tracking merchandise returns
The +: Directly linked to Infor Configure Price Quote, the order taking is not only on catalog products but also on customized products.
4/ EASE OF UPDATE
The Customer Portal is directly connected to the ERP. Therefore, data administration is directly done in the ERP, without any particular updates necessary.
The +: The price grids on the customer portal can be different from those present in direct order taking.
IN SUMMARY,
The Customer Portal is the ideal tool for moving orders upstream to your clients.
