Workrite

Manufacturing

Self-service CRM portal is the new technological norm

Workrite is an ergonomic design company that provides adjustable work centers and office accessories, including height-adjustable desks, keyboard trays, flat panel monitor arms, and footrests. With hundreds and thousands of customers/vendors, it was difficult for them to manage their customer and vendors account details from the admin side. So to reduce the staff work and allow customers/vendors to manage their own data, they approached Biztech. We helped them by customizing our default CRM portal as per their prerequisite.

Technology PartnerSprints undertakenModules
1+ months46

Project Highlights

The client manages all the data in salesforce. Previously, whenever any‌ customer ‌wanted ‌to‌ ‌check‌ ‌their‌ ‌order,‌ ‌SPA‌ details, they‌ contacted the representative to get the details. The same was applied for the vendors. To overcome this back and forth and provide customers and vendors with self-service, they wanted to have separate portals for customers and vendors.

What work did we do?

Customizations

As per the requirements, we customized our default portals specified for customers and vendors with specific modules such as accounts, invoices, SPIFF due, etc.

Customer Portal

In‌ ‌the‌ ‌customer‌ ‌order,‌ ‌we‌ ‌provided‌ ‌a‌ ‌list‌ ‌of‌ ‌all‌ ‌orders‌ ‌related‌ ‌to‌ ‌logged-in‌ ‌users ‌along with a ‌search‌ ‌feature.‌ ‌The details page shows the specifications of the ordered product and shipment tracking. Apart from that,the download option allows customers to download their account/ order details in a pdf format.‌

The SPA bills and discount details can be viewed from the SPA page.

Vendor Portal

For the Vendor portal, we customized separate spiff due pages, invoice details, attachments, and other vendor information. Using the respective window, vendors can view their spiff due related invoice details, product invoices, and can preview and download the attachments. The search feature allows them to quickly access the data from a list of reports.

Admin features

  • To enable admin manage the portals effectively, we provided layout‌ ‌setting,‌ ‌portal‌ ‌setting,‌ ‌mass‌ ‌generate‌ ‌portal‌ ‌credentials‌ ‌feature‌ ‌to‌ ‌salesforce‌ ‌admin.‌ ‌The admin can define ‌the customer‌ ‌portal‌ ‌role.
  • CRM‌ ‌admin‌ ‌can‌ ‌set‌ ‌the‌ ‌portal access for customers and vendors using ‘‌Enable‌ ‌Customer‌ ‌Portal‌’ ‌or‌ ‌’Enable‌ ‌Spiff‌ ‌Portal‌’ feature.‌ ‌Also,‌ ‌CRM‌ ‌admin‌ ‌can‌ ‌check‌ ‌specific‌ ‌user’s (contact)‌ ‌last‌ ‌use ‌of‌ ‌the‌ ‌portal.‌ 

Outcome

  •  Customer ‌Portal allows ‌ customers ‌‌to ‌manage‌ ‌their‌ ‌accounts,‌ ‌customer‌ ‌orders,‌ ‌and‌ ‌SPA‌ without having to contact a representative.
  • Using ‌Spiff/Vendor‌ ‌Portal,‌ ‌the‌ ‌vendor‌ ‌can‌ ‌manage‌ ‌their‌ ‌attachments,‌ ‌invoices,‌ ‌and‌ ‌spiff‌ ‌due‌.‌ ‌
  • They can focus on their work without any need to keep a representative to help out customers and vendors.

Technologies

Salesforce CRM

Location

Petaluma, CA

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