B2B Customer Management Portal (Project Scope Attached)
Budget: $1,500 – $3,000 USD
We as a company operate in B2B sector and a significant amount of our workforce(inside sales) spends time in manual update of invoices, delivery tracking, responding to customer service requests, certificates delivery , stock tracking etc. We would like to automate this through a customer portal giving our customers one view of all of their engagements with our company and thus generate data for us to serve our customers better
The project aims to automate customer service by offering a platform to :-
Manage invoices
Manage orders(Quotes and Order tracking)
Mange material certificates
Track existing stocks
Service request(integrate with Hubspot)
Schedule call with sales manager
Link knowledge base and FAQs from our existing website
Conduct surveys and Capture ideas from Customers
The project aims to automate customer service by offering a platform to :-
Manage invoices
Manage orders(Quotes and Order tracking)
Mange material certificates
Track existing stocks
Service request(integrate with Hubspot)
Schedule call with sales manager
Link knowledge base and FAQs from our existing website
Conduct surveys and Capture ideas from Customers