Customer Portal
Deliver better customer experiences through an SAP B1 connected customer portal.
Purpose of Customer Portal
Clockwork’s Customer Portal is seamlessly integrated with SAP Business One and provides view of certain customer interactions and reports on a real-time basis . All data is pushed and pulled from SAP as a single source of data. Further, Customer Portal could be accessed from anywhere and at any time over the Internet.
Business Challenges the Customer Portal Addresses
Customer following up for the order status, requesting order Acknowledgement, Communication gap between the salesperson and Customer or CRM person on the specifications or delivery dates etc. These are some of the key challenges businesses often face. Besides, at times, time lag / inconsistencies experienced by the customer on account of the following:
- Customer waiting for the order acknowledgement
- Customer requesting the vendor for the Delivery status
- Customer waiting for the account statement / receivable statement for reconciliation
- Mismatch in the specifications shared by the customer and sales team
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Solution that the Customer Portal offers
The Customer Portal will be an extended arm of SAP Business One pertaining to the particular customer to view their data and their invoices status, statement of accounts.
- Unique Login for each Customer
- Restriction of Data limited to the particular Customer
- Viewing of order status such as packed/ Dispatched. Invoiced, In transit etc
- Viewing of Account statement
- Viewing of ageing report
Outcome / Business Benefits of Customer Portal
- The non-productive time of sales employee/CRM/Accounts team is reduced by 50%
- The Portal sends auto reminders about the upcoming deliveries
- Organizing of Space at customer warehouse
- Scheduling the subsequent activities in an effective and timely manner