Sales/Partner Portal
The ProjexTeam™ Digital Workspace creates a collaborative, cloud-based sales/partner portal that adds to the capabilities of our ProjexTeam™ Base platform. Your sales/partner portal is an access-controlled, highly-configurable extranet. A comprehensive set of communication and collaboration tools are provided to help strengthen relationships with customers, sales channel partners and/or members of your sales and marketing teams.
ProjexTeam™ Digital Workspace is designed to improve the productivity and effectiveness of distributed sales and marketing team members. Each Digital Workspace provides a private (company-specific), access controlled (login required), scaleable (1 – 1000+ users) environment to facilitate knowledge sharing, collaboration and communication between internal staff and relevant external business partners. The platform is fully customizable to meet your branding, functionality and budget requirements.
The ProjexTeam™ Digital Workspace provides a unique combination of capabilities.
Common Use Cases
Applications for the ProjexTeam™ Digital Workspace are as varied as our customer base. Some of the more common use cases include:
- Sales portals
- Customer portals
- Service delivery portals
- Enterprise mobility portals
- Wholesale ecommerce portals
- Investor relations platforms
- Online training centers
Key Platform Components
Platform components available in every ProjexTeam™ Digital Workspace include:
Website/Webstore
Your ProjexTeam™ Digital Workspace can be configured as a standalone portal, but it also includes an enhanced version of our web development toolkit, providing all the tools needed to optimize your website’s performance AND deliver superior, web-based customer service and support.
Access-Controlled Extranet Portal
Most of your team’s activities will be centered around a branded, access-controlled extranet. Your extranet portal provides convenient, 24/7/365 access to shared tools and resources, serving as a central repository for the latest information available. Key members of your team (whether internal or external), can participate in user groups that you define, focusing information and discussions around topics of common interests to specific user types (customers, channel partners, sales and marketing employees, independent contractors, preferred vendors, etc.), depending on how you intend to use your platform.
Features available in your extranet include:
Resources
- Document library
- Sales enablement tools
- Help desk/support ticket system
- Frequently Asked Questions (FAQ) feature
- Project management tools
- Activity tracking tools
- Video archives
Collaboration Tools
- Activity streams
- News/insights feed
- Internal events calendar
- Team directory (customizable profiles)
- User groups (partitioned access)
- Integrated file sharing tools
- Discussion forums
Online Training Center
- Training course development tools
- Support for text and video-based content
- Question bank/quiz delivery and grading tools
- Media attachments for learning support
- Trainer/trainee messaging tools
- Course/trainee analytics
Virtual Office (optional)
Every ProjexTeam™ Digital Workspace includes easy access to our Integrated Management Center. An option private virtual office instance can also be established for your organization, providing an appropriate floor plan and optional single sign-on (SSO) capabilities from your extranet portal to your virtual office.
