We’re pleased to introduce our new e-Con CPQ Portal after several months of development work. Our state-of-the-art portal allows users to create and manage new and existing configurations without the need to access Microsoft Dynamics. It’s ideal for external parties like dealers, resellers, or distributors who create or manage quotes and orders, but don’t need full access for Microsoft Dynamics. With the e-Con portal, they can quote and order using self-service features, but don’t have access to areas in the CRM or ERP solution that aren’t relevant for them. Users can also follow the status of their order via this portal.
The new e-Con CPQ portal has the following unique characteristics:
A new function is user management, which supports setup and management of role-based portal users.
Role-tailored functionality can regulate how much information is visible and/or accessible in the portal. But there’s more for users. You can create a user account yourself, or get an email with a link to confirm and activate your account. Finally, in a list-view you can add your own fields or filters to get the most efficiency and ease from the e-Con CPQ portal.
Modern look & feel, based on Material Design principles
The User Interface for the portal is based on Google’s Material Design. This is a visual language for our users that synthesizes good design with the latest technology innovations. By bringing together classic design and IT breakthroughs, the e-Con portal offers an easy, bullet-proof way to work with the latest technology.
As a company it’s possible to customize your own theme or brand it even for specific resellers. So when they login all they see is a sales assistant branded in your own identity.
Broad integration possibilities
The new portal offers great integration possibilities around user management. You can access the e-Con CPQ portal via Single Sign-On from an existing dealer portal. You can also access the e-Con CPQ portal via Single Sign-On starting from the active directory (for internal usage). e-Con also allows you to work with the build in standalone user management.
The new e-Con CPQ portal is built to work with your existing e-Con CPQ models, saving you time and money. Whether you’re already using the portal functionality or only using e-Con internally via Dynamics, you can easily push the e-Con models in a portal environment. This enables third parties to quote, propose, and order on their own.
Low costs of ownership
You don’t need additional/extended resources to maintain the e-Con CPQ portal. All maintenance can be handled by the e-Con modeler within your company or your partners.
Perfect balance between out-of-the-box functionality and customizability
The e-Con CPQ portal is an out-of-the-box application, but this doesn’t mean that it’s a rigid application. e-Con is very flexible because it lives in the Microsoft Dynamics database, and information and processes in the e-Con Portal work hand-in-glove with Dynamics. And just like e-Con, you can customize and adapt the e-Con CPQ portal to your needs.
Some striking functions
The new e-Con CPQ portal offers rich new features. Now it’s possible to save concept configurations and continue at a later time. The searching function to filter on configuration is simpler, with ‘type as you find’ functionality and search for specific content.
Do you want to see the e-Con Portal in action? Register for our upcoming webinar Tuesday, Nov 30, 2017 4:00 PM – 5:00 PM CEST!