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TrueView Partner Portal
TrueView is PanTerra Networks’ all encompassing partner portal which provides a powerful, web-based partner relationship management tool for our channel partners. TrueView empowers your company to effectively manage your SaaS business, streamline sales efficiency and ultimately increase mutual profitability. TrueView provides the following capabilities:
TrueView empowers PanTerra channel partners to brand their own cloud unified communications services. TrueView is a complete lead-to-cash management tool for you to run your business. Simply upload your logo and other corporate information to the partner portal and you will be able to create your own SaaS business in seconds. No CAPEX data centers to build and manage. No complex on-premises hardware to install. Reap the advantages of value-added SaaS services immediately with PanTerra.
QuoteNow is a web-based fully automatic quote-to-product management tool built into TrueView. With a few clicks of the mouse, you can generate a professional and accurate customer quote. QuoteNow provides all the dependency checks for specific features and allows customers to add or change features throughout the process. Once the quote is accepted, QuoteNow automatically converts to a provisioning order. QuoteNow can save you significant time and allow you to focus on what's important: the customer. See how QuoteNow can help you.
QuoteNow can create quotes in seconds
QuoteNow give you the capability to quote your own products and labor line items as well. You will never have to provide your customers separate quotes for WorldSmart services, your hardware and setup or professional services. The unified quote can be sent to customers via email with a simple click, while customer can either access the quote or request a quote modification instantly via a link provided in the email. All these can be done within seconds. Co-branding the quote template with your company logo gives you significant advantage and flexibility to run your business with QuoteNow.
TrueView immediately distributes Web-based leads to the appropriate partners to accelerate your ability to respond immediately to new customer opportunities.
Heighten sales profitability by ensuring opportunities are distributed, tracked and closed. Be more responsive to prospective customers and monitor their status in one place.
Provisioning large customers can be a challenge. WorldSmart's advanced provisioning capabilities make provisioning large customers (and small) a snap. With the ability to import/export a spreadsheet, you can provision a 100 seat account in a matter of minutes and a 500 seat account just as quickly! This saves your technical team time and money that can be better spent generating more revenue for your company!
TrueView allows you to manage your accounts from all aspects. Channel partners are not only able to manage different account categories such as production accounts, trial accounts and blocked accounts, but also create and provision account from TrueView within minutes.
Automatic invoicing straight from TrueView
TrueView provides web-based access to a comprehensive knowledge base. Channel partners can access a comprehensive “toolbox” with all the tools that you need to run your sales organization. You can find services offerings and detailed product information, pricing, marketing collateral, installation and configuration guides, training material and self help manuals in TrueView.
It's your company, your brand and your business. PanTerra fully support your success by providing you the best and simplest tool to run your business. TrueView allows you to upload your company logo for seamless integration with the rest of the partner portal. Within second, you are able to present to your customers a complete SaaS services suite under your company co-brand with WorldSmart.
TrueView allows channel partners to manage phone numbers easier. Add or remove phone numbers and even assign phone numbers to an account instantly.
TrueView gives you a complete view of your sales management and understanding of your customers. Add, move customer seats, event dates and the reasons for the actions will also be recorded and displayed in real time. With QuoteNow in the TrueView partner portal, you can manage your leads through production and review your leads and quotes much more efficient than ever. The QuoteNow statistic report gives you the capability to track your sales activities with real-time reporting of won and lost quotes, rejected and completed quotes, open quotes and modification requests from your customers.
See customer usage and seat statistics in real time
TrueView provides all the real-time information on the activities of your accounts, billing information as well as your commission. Even more, you can create your own commission template to your value added resellers. We support your business!
Real time commissions and invoicing at your fingertips
TrueView payment manager allows you to make instant or scheduled payment via credit cards or anyway you prefer.
