For a company working with a large number of business partners, we prepared a custom B2B portal on the MobileSYSTEM platform. Partners find CRM and ERP information in one place, and recurring communication with them runs automatically.
B2B information connection from CRM and ERP
The zone draws on the company’s CRM and ERP data and adds information from marketing and sales tools.
Partner visibility in one place
Each partner has relevant business information, messages and learning materials together in one zone.
Process automation in MobileSYSTEM
The platform sends recurring business emails and SMS automatically, so the team does not have to send them by hand.
The company worked with a large number of business partners and wanted to reduce the time spent supporting them and handling repetitive processes.
It was necessary to map activities and processes involving partners and customers and identify where the team’s work could be made more efficient.
At the start of the project, we analysed how the company operates, its processes and pain points, then proposed an appropriate combination of solutions.
The partner zone on the MobileSYSTEM platform connects B2B information from CRM, ERP, marketing and sales tools, automates communication and, as needed, involves the EDI, DataBridge, emailing, SMS and e-learning modules.
The platform is secure and tailored to the client’s business; the combination of modules is based on the initial process analysis.
Looking after a large number of business partners took up a lot of the team’s time, and the same processes kept repeating. The information partners needed sat in CRM, ERP and marketing and sales tools, and the team had to handle recurring communication with partners itself.
Partners find relevant CRM and ERP information in one place in the partner zone. The platform sends recurring business emails and SMS automatically, and a knowledge base with e-learning supports partner training. Data exchange can be extended with the EDI and DataBridge modules as needed.
The B2B partner zone on the MobileSYSTEM platform brings information from CRM, ERP, marketing and sales tools together in one portal for partners. The EDI, DataBridge, emailing, SMS and e-learning modules add data exchange, automated communication and partner training.
The partner zone on the MobileSYSTEM platform connects B2B information from the company’s CRM and ERP systems and adds data from marketing and sales tools. The EDI and DataBridge modules can be added for structured data exchange with partners. Partners then see all relevant information in one place. The exact combination of connections is based on the initial process analysis.
Recurring business communication is handled by the E-mailing and InfoSMS modules on the MobileSYSTEM platform, which send business emails and SMS automatically. The team therefore does not have to write and send the same messages to partners by hand. Partners can also find some recurring information themselves in the knowledge base and e-learning that form part of the partner zone.
Partner processes are supported by a combination of MobileSYSTEM modules: E-mailing for automated business emails, InfoSMS for text messages, E-learnING for partner training and the knowledge base, and the EDI and DataBridge modules for data exchange. Which modules are used is decided on the basis of the initial process analysis and the company’s needs.
The company worked with a large number of business partners and wanted to reduce the time spent supporting them and handling repetitive processes. Mapping activities and processes involving partners and customers showed where the team’s work could be made more efficient and where the pain points were. Only on that basis did we propose the combination of modules, so that the portal reflects how the company actually works.