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Customer Web PortalB2BE

The customer Web Portal has a range of tools and solutions to better manage customer processes and ways to interact with customer’s more readily. The Web Portal is a great way to manage processes, improve and increase visibility internally to ensure any back-office functions operate more smoothly so customer touch points are seamless, and if not, they can be managed quickly.

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Product details

B2BE’s Customer Web Portal is a cloud-hosted solution designed to improve how organizations interact with their customers. It provides a centralized platform for managing customer processes, enhancing visibility, and streamlining operations across the Order to Cash (O2C) cycle. The portal supports document access, customer onboarding, workflow automation, and secure data management, helping organizations deliver better service and responsiveness.

Features

  • Customer Onboarding: Tools and support to onboard customers efficiently, maximizing portal usage internally and externally.
  • Access and Data Restrictions: Granular control over data visibility across branches, retail stores, distribution centers, and head offices. Customers can be restricted to relevant data only.
  • Document Management Access: All documents sent to and received from customers are accessible in the portal. Transactional documents are linked, including sales orders, delivery dockets, PODs, and invoices.
  • Customer Solutions and Workflows: Includes tools for document distribution, credit department query management, invoice payment, and more—all accessible via user-friendly interfaces.
  • Cloud but Not SaaS: Single-tenant cloud environment ensures data isolation and customization. Organizations can tailor the portal’s look, feel, and functionality to their specific needs.

Benefits

  • Improved Customer Engagement: Enables meaningful interaction with customers through accessible tools and workflows.
  • Enhanced Responsiveness: Issues such as lost documents or delayed deliveries can be addressed quickly, improving service levels.
  • Self-Service Capabilities: Reduces support workload by allowing customers to resolve queries independently.
  • Secure and Customizable: Offers high levels of data security and customization, ensuring the portal aligns with organizational branding and operational needs.
  • Streamlined O2C Process: Facilitates smoother sales order and invoice handling, reducing delays and improving profitability.