Customer Service Portal for Leads, Sales & Support

The Info@Hand Self-Service Portal provides a customer self-service portal for your Info@Hand-enabled business. The Self-Service Portal is included with Info@Hand. 

With the Info@Hand Self-Service Portal installed, your business moves to the next level - as your customers and partners are now able to collaborate directly with you. With 24/7 self-service customer access to sales and service, your customer support load is reduced, expenses are reduced, and your customers are happier than ever.

The Info@Hand Self-Service Portal enables customers of businesses that have implemented the Info@Hand CRBM to collaborate with their supplier on a wide range of topics. Your sales partners have extended capabilities to view and register leads, and see their related account information.

Customers using the Self-Service Portal may perform many tasks. Some of these tasks require that the user be logged in, using username/password credentials you provide to them.

A customer can perform these functions without login information:

• Request a login to the Portal, or request other sales information 
• Lookup contact information for the business 
• Link to the business’s public web site • Register to use the Info@Hand eStore, included with the Portal (see more on the eStore here)  
• Register for Marketing Events, Newsletters and Seminars 

A customer must typically be logged in to the Self-Service Portal to perform these additional functions:

• Update their own contact information at any time, directly within their supplier’s master records kept by the Info@Hand CRBM 
• Update their own password for access to the Self-Service Portal  
• Access Invoice and Payment history to check their account balance and status with your business  
• Access Quotes you prepare for them, and review and comment on them  
• Access Knowledge Base articles (only those designated for customer exposure) by searching with content tags. Articles may also have file attachments.  
• File service Cases directly within their supplier’s Info@Hand CRBM, and return at any time 24/7 to review updated information  
• File Software Bugs directly within their supplier’s Info@Hand CRBM, and return at any time 24/7 to review updated information 
• Collaborate on a Project:  
  • The customer can see all the project tasks identified (although some may be hidden from the customer by users of the CRBM), and the progress % to date  
  • The customer can see all Documents linked to the project, and can add new documents themselves  
  • The customer can see Notes related to the project (although some may be hidden from the customer by users of the CRBM) – and may add additional notes themselves – optionally with attachments such as Microsoft Office files 
  • The customer can see all Contacts related to the project 
• Participate in Customer Forums – a full forum system is included within the self-service portal 
• Review Frequently Asked Questions (FAQs) and their answers