Partner Portal for VARs / MSPs
Customer-specific catalogs with self-service ordering, built on Salesforce.
Give Customers a Faster Path from Contract to Cart
Customers want to configure and order from their contracted portfolios without waiting on back-and-forth emails. StrataVAR’s Partner Portal provides a secure, customer-facing experience where buyers log in, browse their approved portfolios, add items, and submit orders. Accelerate quote conversion, reduce administrative workload for sales teams, and provide customers with controlled self-service options.
Key Capabilities
Customer-Specific Access
Each account sees only its approved portfolios, prices, and terms, no more confusion or invalid requests.
Self-Service Ordering
Customers search, add to cart, and submit requests directly; routine orders complete without sales intervention.
Approval & Review Flows
Route submissions for AE/manager approval when needed, with SLAs and notifications to keep cycles moving.
Request-to-Price for Exceptions
If an item isn’t in the portfolio, customers can request pricing; the workflow routes to the right team (e.g., Solution Design) automatically.
Quote & Order Conversion
Convert portal submissions into quotes or orders in a click, keeping history and audit trails intact.
Services Attach by Design
Surface lifecycle and support options at checkout to increase attach rates and customer success adoption.
Salesforce Experience Cloud
Built natively on Salesforce for secure access, single sign-on options, and tight integration with pipeline, PRW/PQW, and downstream systems.
Launch a Customer Portal Designed for VARs for Contracted Buying
Reduce back-and-forth, speed up quotes, and boost services attached with StrataVAR’s Partner Portal for VARs and MSPs.
