Start enhancing your customers' visibility and communication process
This module features a customer portal from which the customer can manage all their activity with the infrastructure manager. It includes sites visualization, requests, invoicing, access requests, state of adjustments and documentation.
Tool integrated with oher areas of knowledge within the sector
Customers can ask for information, send requests, manage offers…
Notification system for an effective communication
Traceability of all the movements inside the platform
An accurate follow-up of customers requests
This module allows customers to carry out different functionalities such as viewing all the commercial sites in a map and access to relevant information, creating a new request based on the service catalogue as well as being able to see in real time the follow-up of each request.
Discover what TREE can offer
Traceability of movements
Customer portal ensures traceability of all the movements (requests, temporary data...).
Notification system
To establish an effective communication between the different participants in the process. It is possible to configure notifications.
Contracts managemenrt
Contract management and automatic generation of budgets and revenue forecasts for customers.
Status of invoices
Customers will be able to view the status of all invoices related to own requests, and have full access to documentation.
Customer Portal functionalities
Sites visualisation
Step 1
It is possible to view all the commercial sites in a map and access to the relevant information in order to make a service request.
Requests
Step 2
Customers can create a new request based on the service catalogue. You can see in real time the follow-up of each request and participate in the steps of the process that are required.
Invoicing
Step 3
Possibility of visualizing the situation of all the invoices related to the own requests.
State of adjustments
Step 4
Control of the status of the adaptations necessary to be able to locate in a site. This allows a control of the agreed times and the checking of the corresponding SLA.
Documentation
Step 5
Full access to the documentation for every site requests.
How communication powers productivity
TREE platform offers a full visibility of movements and operations for customers. This functionality, along with a powerful engine to establish a notification system, leads to an effective communication between the different participants in the processes.
In addition, It also generates valuable reports for a complete view of all data, requests and pending requests, financial information and more.
Metrics and KPIs
All the data linked to the Customer Portal module can generate preconfigured dashboards or can be exported for subsequent linkage with any intelligent data processing tool. Therefore, TREE allows the interaction with the database to create graphs and interactive dashboards in real time.
Other modules you might be interested
Sites Management
Manage all sites under a dynamic and customised model to cover all the reality of a site.
Sites Inventory
Optimise your site inventory, reduce obsolescense, keep it updated in real-time.
Site Access
Audit each and every movement of your company’s sites and infrastructures and manage requests for access permissions.
Watch TREE Olivo in action by requesting a free demo
Find out how we are helping infrastructure management companies achieve operational excellence with the Customer Portal module. Now available in TREE.
Jut send us your contact details and we will show you a demo video.
