Back Office
Your digital Back Office to manage quotes, orders, and commissions
Seamlessly manage your quotes and opportunities
Our Back Office suite provides you with a single dashboard to manage quotes, orders, and commissions. It enables order lifecycle management from submission to implementation all in one place. With these tools, you can find providers’ connectivity or cloud services quickly, submit quote requests, send quotes to customers, as well as place and oversee your open orders. You can also run reports to track commissions, renewals, billings, and more.
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Quotes
Manage your connectivity and cloud quotes
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Orders
Stay on top of your open orders
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Commissions
View your unified commissions
Quotes
Self-service quote your own deals to streamline an opportunity and increase time to value for your customers. With our sophisticated quoting you can sell more complex and larger deals with ease, like bundles that combine core and cloud products. Request quotes based on services required, location, or specific providers.
Orders
Easily keep track of your cloud and connectivity orders and view order details, including product, status, contract terms, and start and end dates. With your personalized Advisor Dashboard, you can quickly track and manage all your sales activities for a clear view of your business.
Commissions
Gain full visibility into your commissions as they are processed. With detailed commission reports, you can view your month-over-month commissions, top providers being sold, and top customers. Use the forecasting tool to forecast your commissions month-over-month and keep an eye on your business performance.
Have a question about your commissions? Quickly submit a commissions inquiry ticket directly from your Advisor Dashboard.