
WEBINAR: Customer Portal for Service Industries
Join Mike Marcin as he features the DynamicPoint Customer Portal specific to the service industry. This session will look at the current portal functionality that is popular amongst DynamicPoint customers in the service industry.
This will include the following applications of the portal:
Feature | Definition |
---|---|
Financial Management | View / Print / Pay invoices and statements, monitor due date and discount status, update ACH / payment details, application of credit memos. |
Support | View / Edit / Create service orders, check order status, print call status, update resolution, view / schedule appointments and resource assignment. |
Data Management | View / Edit customer contact information, including addresses, phone, personnel, tax registration. |
Contract Management | Storage and maintenance of customer contracts and documents, expiration and renewal, electronic signature capture. |
Asset Tracking | Display inventory of assets and equipment assigned and utilized by customer. Include maintenance schedules and asset tracking. |
Appointment | Book service appointments, show schedule of existing appointments, reminder workflows and notifications. |
After reviewing each of these portal use cases we will then highlight real-life customer portal sites and investigate how they put their SharePoint portal to work!