Powertrak Partner Portal
Improve business potential, add value to your business partners, reduce costs
and enhance productivity by providing user-specific access to information,
applications, and business processes from a single, web-based portal.
| Multi-channel
Sales and Marketing |
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Provides lead registration and tracking, integrated distributor forecasting,
and opportunity tracking to your business partners over the web with no
training required.
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One place to deliver leads to your partners.
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Also works with the Powertrak Workflow engine to allocate leads and provide
alerts instantly.
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Powertrak Partner Portal comes built-in with secure access to so that each
partner sees just the deals that belong to that sales channel and dealer.
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| Self-Service Web |
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Provides instant information and saves phone calls.
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With a separate website running 24/7, partners can work with critical
information such as leads, cases, company news and account status when it fits
their schedule.
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Direct access is the proven way to save hundreds or thousands of phone calls
and emails, and keep your call center costs down.
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Provides a rich user experience, with graphics, data and scripted
communications with no training.
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| Custom
Configuration view |
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"My Portal" configuration gives each user just what they need.
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Users can select just the functions that they need for tailored one-to-one
interactions with your organization.
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On-the-fly choices include colors, screen view and access to all "nuggets" of
information that you authorize.
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Each nugget shows "what's new" at a glance so that users can go right to the
hot items.
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| Interact with ERP |
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Interact with Powertrak, ERP and other data sources.
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The Portal can provide interaction with anything in the Powertrak CRM system.
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Use the portal to expose other data sources outside of Powertrak such as ERP,
supply-chain, eCommerce and more with no coding.
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With optional Powertrak XML Data Exchange, you can further extend the Portal
across multiple architectures
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| Configure with No
Coding |
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Powertrak Portal installs as a separate website.
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Build an unlimited number of portal "nuggets" right inside the Powertrak
administration module.
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Set up sorting, presentation, table selections, column layout, colors and more
for each nugget without needing extensive IS support or learning custom tools
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| Link to Knowledge
Management systems |
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Optional link to Microsoft SharePoint and other Knowledge Management (KM)
systems. Extend the web portal through links to your KM solution to provide
access to all the unstructured documents that your partners need.
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Simple HTML links can be set to provide full text and advanced web searching.
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Modify the HTML Portal web to seamlessly integrate with your other websites.
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| Optional add-ons
include: |
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Knowledge Manager, Powertrak XML data pump
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All standard functions are built within the modifiable Powertrak Portal
Application Builder and can be changed on-the-fly
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The Partner Portal provides a separately installed website that can be moved
inside or outside firewalls for full compliance with your corporate security
policies
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