Portals With Synergy Enterprisesynergyexpert.com/wp-content/uploads/2018/12/2019-Portals.pdf ·...
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Portals
With
Synergy Enterprise
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� A Portal is a Tool That Provides Access to
Information in Your Database for Selected Accounts
or Resources
� Provides the Infrastructure for Collaboration of
Information and Workflow Tasks with Resources
and Accounts
What is a Portal ?
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� Standard
� Employee
� Employee Self Service
� Customer
� Supplier
� Reseller
Type of Portals ?
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Standard� When Connected to a Corporate Web Site, It
Would Provide Links to Documents That Have a
Security Level of “0” in Synergy
� Forms for Assistance Can be Created That Are
Used by Resources in Synergy Workflow Requests
(Request for Assistance)
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� An Employee will Provide All of the Functionality
That They May Create, View and Interact That They
Have Within Synergy at Their Office and With Their
Defined Roles
� This Portal (When Outside Access is Granted),
Allows Resources to Interact Outside of Their
Normal Office Environment Though a Secured Web
Browser Connection
Employee
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� Employees Will Have Limited Functions and
Access in Synergy (Workflow Requests and
Accounts)
� Useful for Sharing and Allowing Downloads of
Information with Employees
Employee Self Service
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� Customers Can View and Update Their
Information on Account and Contacts
� Customers Can Create, View and Search
Workflow Requests (Support Calls, Need for
Product Info)
� Customers Can Create, View and Search
Documents (Product Info, Manuals)
Customer
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� Customers Can Search and View Quotations and
Sales Orders Pertaining to Their Account
Customer
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Supplier� Suppliers Can View and Update Their Information
on Account and Contacts
� Customers Can Create, View and Search
Workflow Requests (Support Calls, Need for
Product Info)
� Customers Can Create, View and Search
Documents (Product Info, Manuals)
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Supplier� Suppliers Can View and Update Item Information
� Suppliers Can Search and View Quotations and
Sales Orders Pertaining to Their Account
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Reseller� Resellers Can Assign Roles for Other Employees
to Access Data Belonging to Their Account Listing
� Resellers Can Search, View and Modify
Information Pertaining to Your Accounts & Contacts
� Resellers Can Create or Modify Requests
Belonging to Their Account Listing
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Reseller� Resellers Can Create, Search, View and Modify
Information Pertaining to Your Workflow
� Resellers Can Create, Search, View and Modify
Documents Pertaining to Your Account
� Resellers Can Search and View Quotations and
Sales Orders Pertaining to Their Accounts
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Portal Look & Feel� Portals to Customers, Resellers and Suppliers Can
Be Personalized to Have The Look and Color
Schemes of your Existing Corporate Website
� Links to Other Websites Can Be Used
� Customer and Reseller Portals May Be Created for
Separate Account Types Using Divisions, Sectors
and Classifications
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Portal Enhancements� Portals for Customers or Resellers Can Be Used
for Placing Customer Orders into Back Office ERP
Software (Repeat Orders with No Credit Card
Integration)
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Hosted Internally by Your Organization or Hosted
by a Cloud Provider, But Accessed Through
Portals, such as Employee, Customer, Reseller or
Supplier
Accessing Synergy
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More Information
Please contact us to schedule a demo or
receive additional information on our tools
Dave Kloepfer
Sales Manager
SynergyExpert.com
847-956-6500 (Office)
847-867-4401 (Cell)