Case Study: Inventry Reseller Portal
InVentry a market leading visitor management and sign-in solutions that are trusted by more than 10,000 schools and businesses nationwide.
Project Overview
The Brief
The client required the development of a custom Microsoft Dynamics portal for their resellers. The portal needed to allow resellers to view and manage sales activity while acting as an informational hub. It was essential that the portal seamlessly integrated with Microsoft Dynamics to pull and push Lead, Account, and Customer data. Additionally, the portal should serve as a centralised access point for InVentry resellers to view and access marketing materials.
Key Considerations
Seamless Integration with Microsoft Dynamics: The portal must integrate smoothly with Microsoft Dynamics to ensure accurate and real-time data synchronisation for Leads, Accounts, and Customer information.
Sales Activity Management: The portal should provide resellers with an intuitive interface to view and manage sales activities efficiently.
Centralised Marketing Hub: Resellers should have easy access to marketing materials, ensuring they can quickly find and utilize resources.
User Experience: The portal should be user-friendly and designed for ease of navigation to encourage frequent use by resellers.
The Solution
In response to InVentry’s dissatisfaction with their existing solution, we developed a custom portal with a fresh design that better reflected the company's branding and improved the user experience. We also implemented additional functionality to streamline processes and reduce admin workload.
Key Features
Deal Registration & Editing: Resellers are now able to register new deals and edit previously submitted deal information, enhancing flexibility and ease of use.
Custom User Levels: The portal displays different information based on a custom 'Tier' field, ensuring that users see content relevant to their specific role and access level.
Update Notifications: Resellers are notified of relevant updates, with alerts when new content or changes are posted by InVentry.
Automatic User Creation: Users are automatically created in WordPress from the Dynamics side, eliminating the need for manual account setup.
Profile Management: Resellers can view and edit their personal profile information, with notifications sent to InVentry admins when updates occur.
Marketing Materials Management: InVentry can easily add and manage marketing materials for resellers to view and download, simplifying content distribution.
Branding Consistency: The reseller portal was aligned with InVentry’s current branding, providing a cohesive and professional look and feel across the platform.
Project Features
Check out some of the features we built for this projectWORDPRESS INTEGRATION
Our WordPress Integration service helped InVentry integrate online stores solutions, secure payment processing solutions & automated and data-driven marketing solutions.
Learn MorePLANNING
We took time to understand InVentrys business requirements, goals and what you hope to achieve with the new platform or integrations. We used this information to create a comprehensive plan that guided the migration and integration process and minimised any disruption.
Learn MoreTESTING & QUALITY ASSURANCE
We tested the new platform & integrations to ensure that they were working properly and that the data had been migrated correctly.
Learn MoreB2B Portal Development
We developed a custom portal for InVentry's B2B customers to provide a seamless, user-friendly experience tailored to their needs. The portal was designed to allow resellers to manage sales activity, access real-time customer data, and engage with relevant marketing materials, all within a centralised platform.
Learn MoreWebite Visuals
Check out some of the key areas of the site we built for this project. Scroll and swipe to explore.
