Allowing resellers access to Business data (Invoices and Dashboards) in a controlled fashion
Using the CRM Together Customer365 self-service portal access to Business data is centralised and secure.
The initial landing page shows the news page for the resellers so they can see the latest news and information from the customer.
A resellers dashboard created in power BI providing insights based on the Sage 100 data giving real-time analysis and insights.
Resellers can create new orders online easily using the rapid item picker. These orders are submitted and then processed into Sage 100.
The Sage 100 invoices were also exposed via a search/list screen in the portal.