AKJ Release Dealer Portal

As the UK telecoms sector consolidates it has never been more important to streamline costs and processes and to add value to dealers and customers. AKJ’s latest online solution is specifically designed to improve order processes and provide much more value to your dealers (or sales team), saving you valuable time and money on every order.

The new portal allows dealers online access to be able to view their customers details and place online orders. The new system totally removes the need to provide dealers with order forms, and instead dealers place their orders through a series of online order screens which are tailored to your own business. As information such as address and banking details are also validated during the process it significantly cuts down on order rejections.

Once dealers have captured and confirmed all of the relevant order information with customers, they can automatically create the customer contract, which will contain your terms and conditions as well as the customer Direct Debit for customer signature. The order will then be placed in a pending state until authorised by your team, when they have received the signed contract from the dealer or sales person.

Once authorised, Affinity CRM is then fully updated with the new customer details, contacts and with a copy of the contract. Based on your own business logic, details about each product to be provisioned are then automatically tasked to your provisioning team.

Features and Benefits

Online order facility for dealers and sales teams.

Enable sales teams and dealers to capture order information through intuitive online portal.

Create order forms.

Generates pre validated full customer contract populated with T&C’s and DD information.

Integrated authorisation process.

Allows administrators to validate orders before they are processed by provisioning teams.

Automatically create customer details.

Information captured in the order form is automatically used to create the new customer records.

Revisit & edit orders.

Ability for dealers to edit orders and regenerate contracts.