Sample Portal Features
The best way to learn about our custom reseller portals is to schedule an online demo.
If you want more convincing first, read on for a closer look at the most popular features.
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Give your resellers the ability to sign contracts digitally as they create their account with you.
Digital Document Signing
- Allow resellers to digitally sign program contracts, MAP policies, etc.
- Partner digital signatures are authenticated using PandaDoc.
- The admin panel allows online review and approval of new partners.
ACCOUNT-BASED CONTRACT ARCHIVE
- All signed contracts and stored, by account, in a cloud-based database.
- Access all contracts easily from within the Client Admin panel.
- View on-screen, print, save a PDF or export.
EASY CONTRACT UPDATES & RENEWALS
- Alert all parties when contracts have updated terms.
- Issue addendum to contracts and other documents.
- Restrict access based on contract signatures.
Keeps your resellers fully up-to-speed with your newest products and sales strategies.
SCORM-compliant LMS Courses
- Includes a drag & drop Course Builder for simple online course creation.
- Quickly and easily create (and re-use) multiple multi-layer courses.
- Organize courses by category; include lessons, assignments and quizzes.
Training Progress Tracking
- Control which courses are required and course completion sequence.
- Offer guided learning paths or let learners select courses a la carte.
- Track user progress and review reporting in the client admin panel.
Training Incentive Program
- Allow users to accumulate reward points for course completions.
- Points can be redeemed for accommodation offers on client product.
- Points can also be redeemed for promotional items or special offers.
Gives your resellers the power to marketing and promotional items online.
MULTIPLE ACCESS LEVELS
- Offer online ordering of your promotional and marketing materials.
- Control item visibility by user group, so not everyone sees everything.
- Reseller-specific items can be restricted to view by individual partners.
WE WAREHOUSE & SHIP FOR YOU
- Relieve yourself of the hassles of storing, packing and shipping items.
- MOCO will store all your items for you and fulfill orders on your behalf.
- MOCO can also produce marketing/promotional materials as desired.
ONLINE INVENTORY & ORDER HISTORY
- View realtime product inventory and order history, in client admin panel.
- We can also setup alerts to inform you when inventory is running low.
- Items can also have order quantity limits and approval rules as well.
Automate the account setup process for your reps, resellers, installers, etc.
ONLINE ACCOUNT CREATION
- Provide a complete overview of business partner requirements.
- Allow resellers to complete required setup information electronically.
- Capture employee counts, multiple locations, industries served, etc.
PARTNER STAFF MANAGEMENT
- Your resellers will be able to add and manage their own staff.
- Resellers can track their own staff training progress.
- Resellers can also control how/when staff receive incentives.
CUSTOM DATA MANAGEMENT
- Allow resellers to select a preferred distributor as part of account setup.
- Automate reseller address verification and geo coordinates creation.
- Add custom data capture, analysis and transmittal features as desired.
Gives your resellers online access to all the answers and digital assets they need.
FAQ and Reference Data
- Automate the management of categorized FAQ topics and answers.
- Add flowcharts, diagrams, and other educational infographics.
- Uploaded informational assets can be viewed online and downloaded.
Customer Service Integration
- Includes optional Zendesk Suite customer support software integration.
- Administrators can assign specific customer service reps by partner.
- Integrate with existing customer service channels including live chat.
Digital Resource Management
- Allows downloads of brand assets, marketing and promotional materials.
- Filter cost books, contracts, product launch documents, etc., by partner.
- Integrated with Amazon S3 buckets to dynamically serve file downloads.
Home base for your resellers, with access to each module and account management.
Reseller Account Management
- Resellers can manage their staff access to your PartnerLynk portal.
- Manage retail locations for realtime updating of store locator data.
- Resellers can edit key account details and review signed contracts.
SINGLE SIGN-ON (SSO) ACCESS
- Advanced single sign-on (SSO) allows seamless access to all modules.
- Modern security protocols are used to protect client/partner data.
- Resellers can authenticate individual devices for auto-login.
- Partners can track and monitor their staff member training progress.
- Send mass emails to your Partners with MailChimp integration.
- An optional client blog can be added to the Partner Dashboard as well.
All the tools you need to manage your custom PartnerLynk portal.
Users & Groups Management
- Manage reseller account status and edit reseller account settings.
- Create reseller groups and control module access by reseller or groups.
- Control promotional item visibility and set order limits by group.
- Uploads LMS courses or creates them online using the Course Builder.
- Uploads and manages marketing and promotional digital assets.
- Maintains reseller store product features, benefits and specifications.
ONLINE REPORTS & DATA EXPORTS
- Generate real-time inventory level and order history reports.
- Export reports in multiple formats including API transmissions.
- Customize exports for import into your accounting package, etc.
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