The client doesn't need to call,
To learn what the system already knows.
The application status, bill, document, reordering or personal price can be accessed in 24/7 and the manager is connected where the person really needs to be.
The recurring question should not become a manager's task every time
The private office unloads the command to requests that the system can close itself.
No portal
"Where's my order?""Send the bill again.""What's my price?""What documents are ready?"With portal
Real-time statusAccounts and documents in the officePersonal conditionsHistory and reorderingOne portal may look different for different participants
Rights determine not only what a person sees, but what he can do.
- Applications
- Orders
- documents
- Specialists
- Reorders
- Balance
- monitoring
- comments
- harmonization
- law
- Content
- Action log
The portal should not become another system to be manually filled in.
Connect the interface to sources where customers, orders, prices and documents already live.
PORTAL
What needs to be determined before developing a personal office
What kind of data can you show a client?
Requests, orders, status, accounts, treaties, acts, documents, history, individual conditions and other data are only those that need a specific role.
Can we make rooms for dealers and partners?
Rights and interfaces can be distinguished between customers, dealers, partners, managers and other roles.
Can we link the office to CRM, 1C, or ERP?
Yes, if systems support a suitable exchange, it is important to identify the source of the truth for each type of data in advance.
Can we add the harmonization of documents and requests?
The portal can support status, comments, downloading and alignment on a given workflow.