A smart customer portal is essential for modern customer relationships. By providing a customer portal you can lower your operational costs and drive higher customer engagement.
Full White Label
Our white label functionality enables you to offer a customized URL and login screen for your customers, alter the look and feel to suit your branding, and configure platform emails with your branding and ‘from’ address.
Subscriptions have much more meta-data and dimensions than a simple product. Gridheart simplifies and automates the end-to-end process.
Digital Product Catalog
Product configuration, pricing, quoting, order management, contract lifecycles and more... Economies of scale can be achieved by aggregating data, workflows, and processes into a single tool.
Private Customer E-Stores
Create your service offering from the Gridheart Services and create a common or customized private e-store for your customers. Your sales teams are fully supported to create quotes, assist sales or approve self-service purchases.
Your customers can discover and buy your products, services and subscriptions at any time, from anywhere, on any device. Pricing can be customized on a per-customer basis and approval routines are easy to activate. Quotes can be created, sent and approved from within the platform.
All subscriptions in Gridheart will have renewal rules set by you or the vendor. Sales teams are able to manage upcoming renewals and customers can approve non-recurring renewals in Gridheart.
With Gridheart you can manage services on behalf of customers or offer self-service management. Customers can start and stop subscriptions, subject to billing rules and re-allocate subscriptions to other users.
Self Service Billing
Customers can see a full billing report for services managed in Gridheart. This removes the need to send a complex, detailed invoice and reduces billing inquiries
Automated Billing Process
When monthly and multi-year contract periods are combined with different payment frequencies, the administration soon gets too complex for most ERP/accounting systems. From the central product catalog — where per-customer pricing is centrally managed — through to the complexity of metered billing, Gridheart aggregates billing reports into one easy-to-understand report for onward invoicing.
Billing Reports, Exports And APIs
All billing data can be viewed, exported and accessed via API. Creating an API connection between Gridheart and your ERP system enables full end-to-end automation.
Connecting customer usages with your cost prices in Gridheart unlocks the important opportunity to easily reconcile supplier costs and view margins at a service and customer level. This level of transparency of costs and sales can potentially save you thousands.
Gridheart enables you to send a simple invoice and give customers access to a billing breakdown. This reduces billing related support calls.
Digitally Transform Your Sales And Account Management Teams
Once your products are set up in Gridheart, the sales and account management process becomes digital and quoting is accurate and fast. Orders can be initiated instantly and customers can self-serve from their storefront. Account managers get real-time views of use and utilization. Renewals are automated or easily assisted.
As sales are managed in Gridheart, whether initiated by the customer or salesperson, all actions are recorded. The handover from a quote to the provisioning team or automated provisioning processes is seamless and of course, billing information is automatically calculated depending on the pre-set business rules.
Operational teams will now be in sync with sales and account management. Improvements in consistency of data, orders, pricing and workflow will reduce friction and errors due to reduced manual handling. Optional linking via APIs to other business systems will further increase automation and efficiencies.
As products and services are added to the marketplace, contract term, payment frequency, and renewal terms are configured. Provisioning or fulfilment actions can be fully automated using the Service Connector. Recurring activities, such as changes to product quantities and billing, are managed by Gridheart.
Scale Your Business
As product configuration, pricing, quoting, order management and contract lifecycles become a one-time activity, scale is achieved by reducing manual processes and by aggregating data, workflows and processes into a single tool.