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 Customer Portal
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 Work at Vision33

    Download PDF Customer Case Study

    Challenges

    • Salespeople used paper-based processes for quoting and order entry 
    • Off-the-Shelf CRM solutions didn’t meet the company’s needs 
    • The director of corporate operations was also the company’s only IT professional

    Why Vision33 Portals

    • Provides self-service access to real-time information in SAP Business One anytime, anywhere, on any device 
    • Gives team members access to company data without buying extra SAP Business One licenses 
    • Easy for even the least tech-savvy users to navigate 

    Benefits

    • Can conduct surveys during customer visits 
    • It’s easy to capture and use customer equipment information for effortless ordering 
    • Customized reports deliver deep insights and save time

    Our guys aren’t tech-savvy, and there’s technically one IT professional in the entire company: me. But Employee Portal is so easy to use.

    Todd Nadler, Corporate Operations Director - Tingue

    Learn What Vision33 Portals Can Do For You

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