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Smartview Partner Portal  


Smartview is PanTerra Networks’ all encompassing partner portal which provides a powerful, web-based partner relationship management tool for our channel partners. Smartview empowers your company to effectively manage your SaaS business, streamline sales efficiency and ultimately increase mutual profitability. Smartview provides the following capabilities: Smartview Partner Portal Login


ESTABLISH YOUR OWN SaaS BUSINESS IN SECONDS
Smartview empowers PanTerra channel partners to brand their own SaaS unified communications services. Smartview is a complete lead-to-cash management tool for you to run your business. Simply upload your logo and other corporate information to the partner portal and you will be able to create your own SaaS business in seconds. No CAPEX data centers to build and manage. No complex on-premise hardware to install. Reap the advantages of value-added SaaS services immediately with PanTerra.

CREATE CUSTOMER QUOTES IN SECONDS WITH SMARTQUOTE
Smartquote is a web-based fully automatic quote-to-product management tool built into Smartview. With a few clicks of the mouse, you can generate a professional and accurate customer quote. Smartquote provides all the dependency checks for specific features and allows customers to add or change features throughout the process. Once the quote is accepted, Smartquote automatically converts to a provisioning order. Smartquote can save you significant time and allow you to focus on what's important: the customer. See how Smartquote can help you.

Smartquote generates customer quotes fast

QUOTE YOUR OWN PRODUCT LINES WITH SMARTQUOTE
Smartquote give you the capability to quote your own products and labor line items as well. You will never have to provide your customers separate quotes for Worksmart services, your hardware and setup or professional services. The unified quote can be sent to customers via email with a simple click, while customer can either access the quote or request a quote modification instantly via a link provided in the email. All these can be done within seconds. Co-branding the quote template with your company logo gives you significant advantage and flexibility to run your business with Smartquote.

With Smartquote, you spend more time with your customer not the quote
ACCELERATE CUSTOMER RESPONSE
Smartview immediately distributes Web-based leads to the appropriate partners to accelerate your ability to respond immediately to new customer opportunities.

MANAGE YOUR PIPELINE EFFECTIVELY
Heighten sales profitability by ensuring opportunities are distributed, tracked and closed. Be more responsive to prospective customers and monitor their status in one place.

Smartview Partner Portal Lead Tracking
MANAGE YOUR ACCOUNTS PRODUCTIVELY
Smartview allows you to manage your accounts from all aspects. Channel partners are not only able to manage different account categories such as production accounts, trial accounts and blocked accounts, but also create and provision account from Smartview within minutes.

COMPREHENSIVE SALES TOOLS
Smartview provides web-based access to a comprehensive knowledge base. Channel partners can access a comprehensive “toolbox” with all the tools that you need to run your sales organization. You can find services offerings and detailed product information, pricing, marketing collateral, installation and configuration guides, training material and self help manuals in Smartview.

Smartview Partner Portal Document Management
BRANDING/LOGO CUSTOMIZATION
It's your company, your brand and your business. PanTerra fully support your success by providing you the best and simplest tool to run your business. Smartview allows you to upload your company logo for seamless integration with the rest of the partner portal. Worksmart can be branded or co-branded. Within second, you are able to present to your customers a complete SaaS services suite under your company brand.

Smartview Partner Portal Document Management

MANAGE PHONE NUMBERS MORE EASILY
Smartview allows channel partners to manage phone numbers easier. Add or remove phone numbers and even assign phone numbers to an account instantly.

REAL-TIME REPORTING
Smartview gives you a complete view of your sales management and understanding of your customers. Add, move customer seats, event dates and the reasons for the actions will also be recorded and displayed in real time. With Smartquote in the Smartview partner portal, you can manage your leads through production and review your leads and quotes much more efficient than ever. The Smartquote statistic report gives you the capability to track your sales activities with real-time reporting of won and lost quotes, rejected and completed quotes, open quotes and modification requests from your customers.

BILLING AND COMMISSIONS AT YOUR FINGERTIPS
Smartview provides all the real-time information on the activities of your accounts, billing information as well as your commission. Even more, you can create your own commission template to your value added resellers. We support your business!

PAY ANYWAY YOU WANT
Smartview payment manager allows you to make instant or scheduled payment via credit cards or anyway you preferred.

 

 

 



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