The info@hand Self-Service Portal provides a customer self-service portal for your info@hand-enabled business. The Self-Service Portal is included free with info@hand.
(See a demo here)

With the info@hand Self-Service Portal installed, your business moves to the next level - as your customers and partners are now able to collaborate directly with you. With 24/7 self-service customer access to sales and service, your customer support load is reduced, expenses are reduced, yet your customers are happier than ever.

The info@hand Self-Service Portal enables customers of businesses that have implemented the info@hand CRBM to collaborate with their supplier on a wide range of topics. Your sales partners have extended capabilities to view and register leads, and see their related account information.

Customers using the Self-Service Portal may perform many tasks. Some of these tasks require that the user be logged in, using username/password credentials you provide to them.

A customer can perform these functions without login information:

• Request a login to the Portal, or request other sales information
• Lookup contact information for the business
  
• Link to the business’s public web site
• Register to use the info@hand eStore, included with the Portal (see more on the eStore here)
  
• Register for Marketing Events, Newsletters and Seminars

A customer must typically be logged in to the Self-Service Portal to perform these additional functions:

• Update their own contact information at any time, directly within their supplier’s master records kept by the info@hand CRBM
• Update their own password for access to the Self-Service Portal
• Access Invoice and Payment history to check their account balance and status with your business
  
• Access Quotes you prepare for them, and review and comment on them
  
• Access Knowledge Base articles (only those designated for customer exposure) by searching with content tags. Articles may also have file attachments.
  
• File service Cases directly within their supplier’s info@hand CRBM, and return at any time 24/7 to review updated information
  
• File Software Bugs directly within their supplier’s info@hand CRBM, and return at any time 24/7 to review updated information
• Collaborate on a Project:
  • The customer can see all the project tasks identified (although some may be hidden from the customer by users of the CRBM), and the progress % to date
  • The customer can see all Documents linked to the project, and can add new documents themselves
  • The customer can see Notes related to the project (although some may be hidden from the customer by users of the CRBM) – and may add additional notes themselves – optionally with attachments such as Microsoft Office files
  • The customer can see all Contacts related to the project
• Participate in Customer Forums – a full forum system is included within the self-service portal
• Review Frequently Asked Questions (FAQs) and their answers

The Self-Service Portal communicates with the core info@hand CRBM using SOAP (Simple Object Access Protocol) – a common protocol used to connect web services.

The Self-Service Portal is built using the Joomla Content Management System (currently version 1.5.8), and it may be integrated within an existing Joomla-based website.

See the Self-Service Portal User Guide here, and Installation Guide here, or try out the portal using the online demo here (username and password are both demo). This links to the database of our regular demo site, so you can check what is happening in the CRBM by accessing the regular public demo site here (admin/admin to login).