Digitize your customer relationship by creating your B2B customer portal
You want to digitize your customer relations and manage all your exchanges on a single platform? Orchestrade®, our platform published by Artéva offers you the creation of B2B customer portals that meet business expectations.
What is a customer portal?
A B2B customer portal is an online platform dedicated to business-to-business interactions (Business to Business). Unlike a B2C (Business to Consumer) portal, often referred to as the customer space, which targets end consumers, the B2B portal is specifically designed for business exchanges.
This BtoB platform is mainly aimed at manufacturers, wholesalers, distributors and other players in the trade between professionals. It allows to manage all the stages of their relationships in a dematerialized way.
A dedicated customer portal through our Orchestrade platform®
You want to digitize your customer relations and manage all your exchanges on a single platform? We do not offer a packaged solution but a modular B2B portal that integrates your customer billing and Order To Cash processes.
The issues of the portal:
- Speed up the sales cycle
- Strengthen customer relationship
- Manage the financial position
Orchestrade® addresses specific B2B challenges with a comprehensive customer portal
Dematerialize all data exchanges related to your sales, regardless of the technical maturity of your customers: from the receipt of multi-channel orders, to the transmission/ provision of invoices.
Customer repository
- Management of web user accounts for active clients
- Targeted publication of news
- Targeted notifications of observed business events
- Custom dashboards on number of deployed/active clients, proportion of turnover, etc.
Electronic Invoicing Process
- Centralization, transmission and sharing of invoices
- Automated sending of your invoices according to the expectations of each of your partners: – Invoices in paper format, PDF, Factur-X, EDI or API JSON/XML – Invoices sent by mail, mail, secure EDI/API links or made available on the portal – Invoices addressed to French public institutions: Chorus Pro – Invoices of Italian subsidiaries: SdI
- Electronic archiving according to the regulations in force
- Archive accessible to both the seller and the customer
- Search and download invoices
- Custom sales dashboards (turnover per customer, change in turnover, etc.)
Sale process
- Share with customers in real time the status of their orders: ordered, confirmed, cancelled, shipped, invoiced…
- Management of product catalogues
- Acquisition / integration of orders
- Sharing and distribution of order confirmations
- Sharing and dissemination of shipping notices
- Transmission of sales and/or stock returns
- Custom Sales Statement Dashboards
Finance and Accounting Process
- Monitoring of outstanding amounts and settlement notices
- Custom dashboards
- Custom reports
The benefits of a customer portal
A tool that benefits you and your customers. A B2B portal is used to increase customer satisfaction while optimizing your processes.
Order tracking shared in real time with your customers: order confirmation and shipping status.
Deploy the portal to your partners quickly and cheaply.
Digital platform for all customers with and without a data exchange system.
Automated exchange of commercial documents with all partners, in real time or out of sync.
Streamlining and speeding up the sales process from order acquisition to invoicing, including shipping.
Reduced administrative costs, processing times and productivity gains.
Order To Cash process dashboards Sales overview.
The customer portal meets specific technical requirements
Based on the B2B data exchange platform Orchestrade, the customer portal benefits from all the necessary connectors for a perfect integration into your Information System, and extensive communication with your customers’ platforms.
Real time sharing
- Documents exchanged are available online:
– Research
– Consultation and download in PDF, Excel, EDIFACT, XML or via API queries
- Online status of sales cycle processing
- Secure access on the collaborative portal
Multi-channel acquisition
For orders: no more input, data is automatically extracted
- EDI/API: Real-time integration of orders. Consult our B2Apps catalog to know the partners already connected
- PDF: Video coding of orders received by mail for a complete integration in your ERP
- Entry portal open to customers
Omnichannel
For the transmission of confirmation, shipping or invoice documents:
- EDI/ API: real-time data dissemination
- PDF or CSV by mail
Customer invoices can also be sent in the following formats:
- PDF signed
- Factur-X
- Paper (Editics)
Automated integration and extraction
Business documents are automatically integrated regardless of their initial acquisition mode.
- Multi-application interfacing with the Information System
- Secure multi-protocol transmission (SFTP, SQL, AS2, API)
- Modular applications that integrate with information system applications
- Dynamic requests and real-time responses via APIs
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customized
Discover how the Artéva experts can support you: from integration to solution management, with a personalized service.
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