B2B Portals: 7 Common Use Cases

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“The purpose of our portal is to streamline the process of connecting and engaging with our clients and partners, allowing for more efficient interactions,” says Kyle MacDonald, the company’s director of operations. Alternatively, if I need to send any documents to a client or colleague, I can quickly and securely upload them through the portal.” Shee says convenience and efficiency are the biggest benefits to using this type of B2B portal. For example, the portal includes a tendering feature for suppliers to submit quotes, bid on RFQs, view their requests, access important documents, upload price lists, share terms and conditions, and track purchase progress. The company uses a B2B portal to provide clients with a self-service experience—generating receipts, viewing transaction history, accessing customer support chat, and logging complaints. “This affords us greater visibility into what’s happening across our entire project portfolio and our various teams, which enables us to make better decisions with our limited resources.” Smartify offers smart home solutions for consumers and businesses.

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