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Zed Customer Portal 3.0 Zed Query Portal 2.0 Overview.

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Presentation on theme: "Zed Customer Portal 3.0 Zed Query Portal 2.0 Overview."— Presentation transcript:

1 Zed Customer Portal 3.0 Zed Query Portal 2.0 Overview

2 Customer Self Serve in B2B Order To Cash Source: ZDNet Tech Today / Genpact – September 2012 Home / White Papers / Conditioned by the convenience of social networking, online shopping, and instant access to information of every conceivable kind, the "wired" generation ( the 30 something's & below ) expects the business world to keep up, in the form of tools individuals can use to manage interactions with the businesses they patronize. That individual expectation crosses over into business-to-business interactions, putting pressure on IT departments to provide instant resolution of billing or other customer issues so that their clients can keep up with end customer demands.

3 Customer Portal 3.0 –New Design with built in Recent Activity Dashboard –Single Sign-On with zed eCommerce –Multi-language Display –Embedded Query Portal –20+ graphical chart types driven by pivot tables driven by B1 queries –Support for Moneris (Canada) Credit Card Gateways “out of the box” and an additional 30 Gateways are now available –Order Pad Updates: Create new orders from existing orders with Reorder Button Drop Ship Addresses can be added during Order Entry

4 Query Portal 2.0 –iPhone App available on iTunes at no-charge –Save Multiple Versions of same Query Save with Date Ranges & Filters –Custom Landing Pages –Unlimited Users: (Customers, Vendors, Employees) No SAP License Required

5 zedSuite Manager Addon –Manage Users, Menu, Roles, Categories –New Installer –Configuration and licensing screens added to zedSuite Manager Add-on –Ability to add side menu items using zedSuite manager, point to external websites or query portal query –End user can reset forgotten password, with security question and answer

6 Over 30+ Queries now included Activity ReportAlerts in the Last 30 Days All Open Service CallsAll Special Prices for BP’s Balance SheetCorporate Directory Customer Phone ListCustomer Report Deliveries in the last 30 DaysEnabled Users Inactive or Frozen BP’sInventory Status Invoice ReportItem Status Knowledge Base100 Last Closed PO’s Last 100 OrdersLast 100 Orders for a Customer Last 100 PO’sLast 100 Quotes for a Customer Last 1000 OrdersLogin History My Alerts in the last 30 DaysMy Sales Orders My QuotesOpen PO’s Opportunity ReportsOrder Status Overdue InvoicesProfit & Loss Your Special PricesSalesperson Order Status


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