Powertrak Partner Portal

• Accelerate Partner Productivity – 24/7 access to the information and tools they need
• Reduce Costs – Increase the speed of delivery of key business information to partners without the added expense of taking numerous calls and email requests
• Streamline Partner Processes – Eliminate hassles associated with routine tasks such as lead registration, pipeline management, and tracking customer account information
• Expand visibility and versatility – Provide access to other systems and web-based applications to your partners directly from within the Partner Portal.
• Key Features
  • Account and Contact Phone Book
  • Lead Registration and Status
  • Product and Pricing Configuration
  • Opportunity and Pipeline Management
  • Customer Order and Shipping Status
  • Customer Case History and Status
  • Customer Asset Tracking
  • Company News

Multi-channel Sales and Marketing

• Provides lead registration and tracking, integrated distributor forecasting, and opportunity tracking to your business partners over the web with no training required.
• One place to deliver leads to your partners.
• Also works with the Powertrak Workflow engine to allocate leads and provide alerts instantly.
• Powertrak Partner Portal comes built-in with secure access, therefore each partner sees just the deals that belong to that sales channel and dealer.

Complete Self-Service Web

• Provides instant information and saves phone calls.
• 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.
• Direct access is the proven way to save hundreds and thousands of phone calls and emails, and keep your call center costs down.
• Provides a rich user experience, with graphics, data and scripted communications with no training.

Custom Configuration View

• “My Portal” configuration gives each user just what they need.
• Users can select just the functions that they need for tailored one-to-one interactions with your organization.
• On-the-fly choices include colors, screen view and access to all “nuggets” of information that you authorize.
• Each nugget shows “what’s new” at a glance so that users can go right to the hot items.

Interact with ERP and other systems

• Interact with Powertrak, ERP and other data sources.
• The Portal provides interaction with anything in the Powertrak system.
• Use the Portal to expose other data sources outside of Powertrak such as ERP, supply-chain, and more with no coding.
• Optional Powertrak XML Data Exchange, you can further extend the Portal across multiple architectures.

Configure with No Coding

• Powertrak Portal installs as a separate website.
• Build an unlimited number of portal “nuggets” right inside the Powertrak administration module.
• Set up sorting, presentation, table selections, column layout, colors and more for each nugget without needing extensive IS support or learning custom tools.