Configurable
layout for today’s process with ability to modify in
the future
top^
Custom-tailor a partner portal around your business not the
other way around. OpenBOX Partner Management software offers
maximum flexibility and scalability to accommodate current
and future business processes.
Complete lead management top^
Automatically assign and track leads per channel partner
and monitor lead activity as it moves through different
stages. Alerts can be set up to contact Partner Manager
if there is no activity or when a lead moves from one
stage to another.
Document library for seamless information sharing top^
Partners will always be kept up to date with a document
library containing the latest tools including product
literature, templates, contracts, quotes, and promotions.
In-depth analytics for partner evaluation top^
Pre-configured reports and queries are available to measure
effectiveness of collaborative sales, service and marketing
efforts. Easily and quickly design own reports and queries
and add them as submenu items for instant access.
Web-based support top^
Partners can log in to the portal 24x7 to submit support
requests for themselves or their customers, check status
of open items and update account profile information.
For maximum efficiency, customers can be set up with
their own user ID and password to access the above information.
Role-based delivery top^
Application gadgets are delivered to end user depending
upon role. For example, Partner Managers can see the
status of leads across all partners while the individual
partners see only their respective leads.
Multi-level security top^
Users log in to access the secure portal. Supporting the
SSL protocol, the authentication mechanism can be customized
based on customer needs. Security is available at the
group, user, form, record and command levels.
Flexible architecture top^
OpenBOX CRM and business software is designed for unmatched
adaptability. The web-based three-tier architecture delineates
the data layer from the user interface and the business
logic. OpenBOX provides COM-based interfaces to its object
model to facilitate easy integration with other applications.
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