Improved Sales Document Accessibility and Management Using Portal Solution
- Industry: Healthcare
- Location: USA
- Technology: Dynamics, Wordpress
About the Company
Based in the US, Critical Alert offers enterprise solutions that empower community-based and independent hospitals with actionable intelligence, enhancing patients’ experiences and unburdening support and IT teams.
Client Requirements
Critical Alert sought to enhance their Customer Portal, ensuring efficient management of partners’ data with role-based access for partners and customers.
-
Introduce Partner users for managing partner information and Customer users for handling company data.
-
Ensure data security, role management, and provide real-time updates on partner information and statuses.
-
Implement varied module access depending on the user being a Partner or Customer.
-
Create a single, user-friendly interface for both partners and customers to interact and manage data.
-
Streamline the handling of Sales literature documents, ensuring easy access and management.
Solutions
We designed a bespoke portal, integrating tailored features and role-based access to enhance data management and user experience.
Role-Based Rights: Implemented distinct roles for Partner and Customer users, with admin rights to customize individual access.
Account-Based Information: Enabled Partner users to access partner information and Customer users to manage company information seamlessly.
Document Access in Sales Literature: Users can filter, view, and download documents directly, ensuring easy access and efficient document management.
Real-Time Information: Enhanced the portal to provide real-time updates, ensuring users have the latest information at their fingertips.
Results
Reduced Manual Efforts
Automation of tasks related to product, sales literature, and document management, boosting staff productivity.
Enhanced Data Management
Role-based access ensured precise and secure data handling for both partners and customers.
Efficient Document Access
The streamlined process in Sales Literature ensured quick and easy access to essential documents.
Real-Time Updates
The feature ensured that all users stayed informed with the latest data, enhancing decision-making and collaboration.
Testimonial
Great product
We were looking for something to work with our current site. I ran across this reached out told them my needs which were a complete custom setup for how we use Dynamics. They responded with a quote and timeline very promptly Since then we have had the work done they were very responsive during the whole process. I highly recommend them and if you have a custom need reach out they will help...
