In our last post, we detailed what our partners can expect during the initial onboarding process. Part 2 of our 3-part series will detail what partners can expect on their first training of our platform, which is our Back-Office.
To recap, White Label provides our partners with a fully customizable partner portal that forms the backbone of the partnership. The training modules we will go over center around how to use our partner portal. The two training modules are built around the two sections in the partner portal Sales and Finance. The Sales and Finance training enables the partner to quote, invoice and customize their items.
QUOTE MODULE
Let’s begin with the quote module. The first training on the platform the partner will go through will be learning and understanding the “Sales” section of the portal, specifically focused on our quoting tool.
The onboarding specialist will first train the partner on how to add a prospect into the system. Adding a prospect into the system is the first step to creating a custom quote of our services. The onboarding specialist will guide the partner through the different sections and fields for adding a prospect. The information needed will be the customer’s company name, phone number, address information, and contact information. After the prospect has been created, the partner can then create a custom quote for that prospect.
Once the prospect is entered into the partner portal, the onboarding specialist will guide the partner to create a quote for the prospect they just created. The onboarding specialist will guide the partner through the different sections and fields on the quoting tool and teach the partner how to combine WLC’s services with the partners services to create a custom quote.. The partner will have the opportunity to discuss different ways of quoting different services, best practices for pricing , and adding their own services.
Once the quote is created, the partner will save their quote, and they will then be able to view the quote exactly as it will look going out to their customer. With our partner portal, a partner can decide what the quote template will look like and how the quote will look. The onboarding specialist will show the partner where they can review any revisions they made to the quote and how to download a cost sheet that will break down the costs and margins for that quote.
ORDER PROCESSING MODULE
The next step in our back-office training will be finance training. Once the partner saves their quote in the sales section of the portal, the onboarding specialist will ask them to submit the quote to the finance section of the portal. The partner will then go into the finance section where the onboarding specialist will instruct them to approve their quote.
Once the quote is approved, the partner will go through a two-step process, which includes generating the customer account and completing the order. Once the order is completed, the partner will be able to view the account they just created. This allows the partner to begin setting up the account for the services they sold to the customer. The onboarding specialist will also discuss how to activate the order when the partner is ready to start their customer’s service and billing.
Once the back-office training is completed, the onboarding specialist will schedule the partner with our technical specialist. The technical specialist will train the partner on building an account, porting numbers, and all things technical about our platform and services. In our next blog, we will detail the technical training process.
For any current partners that may have questions, please contact your partner development manager. For any prospective partners that are interested in learning more, please schedule a discovery call today.