Customer and Partner Portals for Technology Companies on NetSuite
Technology companies on NetSuite sell hardware, licenses and services through direct sales and channel partners, and the billing questions all land on finance. SphericalBRM gives customers a portal to see and pay their NetSuite invoices and open support cases, and gives partners a view of the customers they brought you.
The challenges you face
Billing questions go to finance
Customers cannot see their NetSuite invoices or balance, so copy requests, payment confirmations and disputes arrive by email and are answered one at a time.
Partners ask about their customers' orders
Resellers and referral partners have no NetSuite access, so they ask account managers for order status and invoice copies for the customers they introduced.
Hardware and license orders are re-keyed
Quotes live in spreadsheets and orders arrive by email, then someone enters them into NetSuite with the customer's pricing applied by hand.
Support history is split from the account
Support cases, invoices and orders for the same customer are looked up in different places, and the customer sees none of them.
How SphericalBRM helps
Customer portal with open invoices, customer statements and card payment through Paystand or Accept Blue, including partial payments and card on file
Support cases customers open and reply to with attachments, created as NetSuite support cases on their record
Partner portal where resellers see the customers linked to them in NetSuite, their transactions, open invoices and support cases
Sales-rep order entry: look up or create the customer, build a quote at the customer's price level, convert it to a NetSuite sales order
Single sign-on through Azure AD, Okta or OneLogin, with separate logins for each contact at the customer or partner
Key use cases
Pay invoices online
Customers see open NetSuite invoices and statements, pay by card in full or part, and the payment is applied in NetSuite.
Partner view of linked customers
A reseller signs in, picks one of their linked customers, and reviews that customer's orders, invoices and cases, with dashboards scoped to the partner.
Support cases from the portal
Customers raise NetSuite support cases with attachments and follow replies; your support team works them in NetSuite.
Quotes that convert to orders
Reps create a NetSuite estimate for hardware, licenses or services, edit it during the deal, and convert it to a sales order on signature.
Ready to transform your technology & saas portal experience?
See how SphericalBRM can help your business create better NetSuite experiences for every stakeholder.
